DOSSIER · 13F-HR · Q2 2026

Acumen Wealth Advisors, LLC

$472M in tracked AUM across 493 positions as of Q2 2026.

AW
CIK 0001939202 · last filed Jun 30, 2026
Total AUM
$472M
as of Q2 2026
Holdings
493
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Acumen Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$35M349K7.3%
02
IVV
ISHARES TR
$25M34K5.4%
03
FEOE
RBB FUND TRUST
$24M443K5.0%
04
NVDA
NVIDIA CORPORATION
$22M109K4.6%
05
AVUV
AMERICAN CENTY ETF TR
$20M161K4.3%
06
025072174
AMERICAN CENTY ETF TR
$16M197K3.4%
07
AAPL
APPLE INC
$16M54K3.3%
08
GOOGL
ALPHABET INC
$15M43K3.3%
09
FFSM
FIDELITY COVINGTON TRUST
$15M397K3.2%
10
VTEB
VANGUARD MUN BD FDS
$13M259K2.8%

Filing history

2026Q2Jun 30
$472M 26.9%
493 positionsView →
2026Q1Mar 31
$372M 7.1%
513 positionsView →
2025Q4Dec 31
$347M
564 positionsView →