Acumen Wealth Advisors, LLC

CIK

1939202

Location

CHATTANOOGA, TN

Portfolio Value

Small $238,776,471

Diversification

Diversified

Filing Date

Global Rank

#3,852 / 8,622 ▲ 86 · as of Mar 2026

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

-6.9%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+7.5%

SPY

+9.0%

Annualised alpha

-3.7%

Max drawdown

−9.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

362 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.8%

−0.8 pts

Top 5

24.3%

−2.8 pts

Top 10

41.6%

−3.8 pts

HHI

255

Diversified−53

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.2%	$83,970,282	66
Healthcare	19.3%	$46,187,772	44
Financial Services	12.0%	$28,673,977	56
Communication Services	10.8%	$25,671,890	12
Consumer Cyclical	8.9%	$21,145,086	35
Consumer Defensive	5.2%	$12,413,017	20
Industrials	4.7%	$11,187,323	52
Energy	1.4%	$3,422,065	21
Utilities	0.9%	$2,201,255	18
Basic Materials	0.8%	$2,017,365	17
Real Estate	0.5%	$1,312,755	9
Unclassified	0.2%	$573,684	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+32,574	39,323	$6,857,930
NFLX	Netflix Inc	+24,489	25,242	$2,427,017
WMB	Williams Companies, Inc.	+9,804	11,378	$828,090
FCX	Freeport-Mcmoran Inc	+9,398	10,347	$608,195
TSLA	Tesla, Inc.	+8,814	9,352	$3,476,605
NOW	ServiceNow, Inc.	+7,724	7,779	$813,294
NEE	Nextera Energy Inc	+7,572	11,653	$1,082,330
WMT	Walmart Inc.	+7,486	10,429	$1,296,115
UBER	Uber Technologies, Inc	+7,113	40,003	$2,877,415
HOOD	Robinhood Markets, Inc.	+7,015	7,140	$494,801
AMZN	Amazon Com Inc	+6,906	43,775	$9,117,018
C	Citigroup Inc	+6,787	9,246	$1,048,588
ANET	Arista Networks, Inc.	+6,703	7,119	$874,070
GILD	Gilead Sciences, Inc.	+5,980	6,358	$886,113
DELL	Dell Technologies Inc.	+5,618	6,442	$1,057,325
AAPL	Apple Inc.	+5,280	50,843	$12,903,444
XOM	ExxonMobil Holdings Corp	+4,976	5,750	$975,544
JPM	Jpmorgan Chase & Co	+4,526	7,173	$2,110,009
MSFT	Microsoft Corp	+4,204	37,543	$13,897,291
TMUS	T-Mobile US, Inc.	+3,717	3,893	$817,645
VRT	Vertiv Holdings Co	+3,266	3,477	$871,266
TRGP	Targa Resources Corp.	+3,209	3,311	$830,166
AVGO	Broadcom Inc.	+3,100	24,872	$7,698,131
ABBV	AbbVie Inc.	+3,081	4,221	$918,025
AMT	American Tower Corp /Ma/	+3,036	3,201	$552,427
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HLN	Haleon plc	−99,258	291,363	$2,916,543
WFC	Wells Fargo & Company/Mn	−17,208	12,743	$1,014,469
LRCX	Lam Research Corp	−14,866	36,185	$7,731,287
USB	US Bancorp De	−10,551	93,572	$4,866,679
MRK	Merck & Co., Inc.	−9,324	27,226	$3,275,015
NVO	Novo Nordisk A S	−8,982	22,619	$831,248
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−8,283	25,241	$8,530,195
TXN	Texas Instruments Inc	−7,871	20,119	$3,905,901
BRK-B	Berkshire Hathaway Inc	−7,691	17,930	$8,592,055
ELV	Elevance Health, Inc.	−7,357	6,935	$2,030,220
STZ	Constellation Brands, Inc.	−6,795	14,226	$2,133,900
SAP	Sap SE	−6,607	12,387	$2,120,778
CASS	Cass Information Systems Inc	−6,428	105,819	$4,658,152
ACN	Accenture plc	−6,428	11,809	$2,341,606
UL	Unilever PLC	−5,856	56,863	$3,239,485
DEO	Diageo PLC	−5,811	15,269	$1,136,776
KO	Coca Cola Co	−4,950	48,905	$3,719,224
UNH	Unitedhealth Group Inc	−4,724	11,255	$3,045,489
JNJ	Johnson & Johnson	−4,621	35,663	$8,717,463
ABT	Abbott Laboratories	−3,829	44,981	$4,618,198
TW	Tradeweb Markets Inc.	−3,661	10,049	$1,182,364
EPD	Enterprise Products Partners L.P.	−2,499	2,333	$88,280
ASML	Asml Holding NV	−2,410	703	$928,542
TMO	Thermo Fisher Scientific Inc.	−2,166	12,562	$6,174,599
CRM	Salesforce, Inc.	−2,017	20,230	$3,776,333
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SNPS	Synopsys Inc	3,404	$1,349,617
APH	Amphenol Corp /De/	5,272	$666,116
PNFP	Pinnacle Financial Partners, Inc.	2,069	$178,223
AZN	Astrazeneca PLC	137	$27,019
ASX	ASE Technology Holding Co., Ltd.	1,063	$23,045
FERG	Ferguson Enterprises Inc. /DE/	70	$16,328
BSX	Boston Scientific Corp	226	$14,181
URBN	Urban Outfitters Inc	201	$12,733
WSBC	Wesbanco Inc	358	$12,347
CVLT	Commvault Systems Inc	154	$11,995
SANM	Sanmina Corp	91	$11,797
TEX	Terex Corp	196	$11,583
BTI	British American Tobacco p.l.c.	195	$11,401
CGNX	Cognex Corp	227	$11,120
KB	KB Financial Group Inc.	110	$10,970
STRL	Sterling Infrastructure, Inc.	26	$10,589
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	487	$10,548
PHG	Koninklijke Philips NV	376	$10,302
RRX	Regal Rexnord Corp	55	$10,299
IRDM	Iridium Communications Inc.	348	$9,653
SIMO	Silicon Motion Technology CORP	85	$9,544
SHG	Shinhan Financial Group Co Ltd	152	$9,320
MUFG	Mitsubishi Ufj Financial Group Inc	549	$9,316
KEX	Kirby Corp	70	$9,301
NVT	nVent Electric plc	78	$9,225
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TRV	Travelers Companies, Inc.	652	$189,119
ARLP	Alliance Resource Partners LP	6,200	$144,026
ET	Energy Transfer LP	8,140	$134,228
RTX	RTX Corp	544	$99,769
SO	Southern Co	714	$62,260
MICC	Magnum Ice Cream Co N.V.	2,202	$34,901
MDT	Medtronic plc	304	$29,202
IOT	Samsara Inc.	791	$28,040
ADBE	Adobe Inc.	70	$24,499
LH	Labcorp Holdings Inc.	92	$23,080
CMCSA	Comcast Corp	771	$23,045
AEE	Ameren Corp	225	$22,468
CTVA	Corteva, Inc.	309	$20,712
APP	AppLovin Corp	27	$18,193
BCS	Barclays PLC	704	$17,916
URI	United Rentals, Inc.	20	$16,186
WTW	Willis Towers Watson PLC	47	$15,444
ZTS	Zoetis Inc.	112	$14,091
CVNA	Carvana Co.	32	$13,504
ITGR	Integer Holdings Corp	165	$12,940
NMRK	Newmark Group, Inc.	700	$12,138
AWI	Armstrong World Industries Inc	59	$11,274
FIVN	Five9, Inc.	540	$10,827
PGNY	Progyny, Inc.	410	$10,528
SNY	Sanofi	216	$10,467
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

362 tracked positions · $238,776,471 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 362 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	37,543	+4,204	$13,897,291	−13.8%	5.82%
AAPL	Apple Inc. Technology	Added	50,843	+5,280	$12,903,444	+4.2%	5.40%
GOOGL	Alphabet Inc. Communication Services	Added	43,297	+722	$12,450,485	−6.6%	5.21%
META	Meta Platforms, Inc. Communication Services	Added	16,976	+619	$9,712,478	−10.0%	4.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,775	+6,906	$9,117,018	+7.1%	3.82%
JNJ	Johnson & Johnson Healthcare	Reduced	35,663	-4,621	$8,717,463	+4.6%	3.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,930	-7,691	$8,592,055	−33.3%	3.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	25,241	-8,283	$8,530,195	−16.3%	3.57%
LRCX	Lam Research Corp Technology	Reduced	36,185	-14,866	$7,731,287	−11.5%	3.24%
AVGO	Broadcom Inc. Technology	Added	24,872	+3,100	$7,698,131	+2.2%	3.22%
NVDA	Nvidia Corp Technology	Added	39,323	+32,574	$6,857,930	+444.8%	2.87%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	12,562	-2,166	$6,174,599	−27.6%	2.59%
V	Visa Inc. Financial Services	Added	17,467	+1,384	$5,279,225	−6.4%	2.21%
USB	US Bancorp De Financial Services	Reduced	93,572	-10,551	$4,866,679	−12.4%	2.04%
CASS	Cass Information Systems Inc Industrials	Reduced	105,819	-6,428	$4,658,152	−0.1%	1.95%
ABT	Abbott Laboratories Healthcare	Reduced	44,981	-3,829	$4,618,198	−24.5%	1.93%
LLY	ELI LILLY & Co Healthcare	Added	4,366	+141	$4,015,715	−11.6%	1.68%
TXN	Texas Instruments Inc Technology	Reduced	20,119	-7,871	$3,905,901	−19.6%	1.64%
CRM	Salesforce, Inc. Technology	Reduced	20,230	-2,017	$3,776,333	−35.9%	1.58%
KO	Coca Cola Co Consumer Defensive	Reduced	48,905	-4,950	$3,719,224	−1.2%	1.56%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	11,855	-928	$3,604,867	−1.8%	1.51%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	22,250	-1,170	$3,553,324	−1.2%	1.49%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,352	+8,814	$3,476,605	+1336.9%	1.46%
MRK	Merck & Co., Inc. Healthcare	Reduced	27,226	-9,324	$3,275,015	−14.9%	1.37%
UL	Unilever PLC Consumer Defensive	Reduced	56,863	-5,856	$3,239,485	−21.0%	1.36%
KLAC	Kla Corp Technology	Reduced	2,142	-423	$3,153,901	+1.2%	1.32%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,816	-83	$3,142,107	−19.6%	1.32%
UNH	Unitedhealth Group Inc Healthcare	Reduced	11,255	-4,724	$3,045,489	−42.3%	1.28%
HLN	Haleon plc Healthcare	Reduced	291,363	-99,258	$2,916,543	−26.1%	1.22%
UBER	Uber Technologies, Inc Technology	Added	40,003	+7,113	$2,877,415	+7.1%	1.21%
CI	Cigna Group Healthcare	Reduced	9,266	-890	$2,471,704	−11.6%	1.04%
DGX	Quest Diagnostics Inc Healthcare	Added	12,504	+1,182	$2,450,533	+24.7%	1.03%
NFLX	Netflix Inc Communication Services	Added	25,242	+24,489	$2,427,017	+3337.7%	1.02%
ACN	Accenture plc Technology	Reduced	11,809	-6,428	$2,341,606	−52.1%	0.98%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	14,226	-6,795	$2,133,900	−26.4%	0.89%
SAP	Sap SE Technology	Reduced	12,387	-6,607	$2,120,778	−54.0%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,173	+4,526	$2,110,009	+147.4%	0.88%
ELV	Elevance Health, Inc. Healthcare	Reduced	6,935	-7,357	$2,030,220	−59.5%	0.85%
MA	Mastercard Inc Financial Services	Added	3,050	+2,891	$1,523,962	+1578.9%	0.64%
SNPS	Synopsys Inc Technology	NEW	3,404	NEW	$1,349,617	NEW	0.57%
WMT	Walmart Inc. Consumer Defensive	Added	10,429	+7,486	$1,296,115	+295.3%	0.54%
TW	Tradeweb Markets Inc. Financial Services	Reduced	10,049	-3,661	$1,182,364	−19.8%	0.50%
DEO	Diageo PLC Consumer Defensive	Reduced	15,269	-5,811	$1,136,776	−37.5%	0.48%
GEV	GE Vernova Inc. Industrials	Added	1,301	+1,074	$1,135,642	+665.5%	0.48%
MU	Micron Technology Inc Technology	Added	3,333	+2,734	$1,126,019	+558.6%	0.47%
ETN	Eaton Corp plc Industrials	Added	3,075	+2,471	$1,099,835	+471.7%	0.46%
NEE	Nextera Energy Inc Utilities	Added	11,653	+7,572	$1,082,330	+230.4%	0.45%
BLK	BlackRock, Inc. Financial Services	Added	1,101	+993	$1,058,841	+816.0%	0.44%
DELL	Dell Technologies Inc. Technology	Added	6,442	+5,618	$1,057,325	+919.4%	0.44%
C	Citigroup Inc Financial Services	Added	9,246	+6,787	$1,048,588	+265.4%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.