Acumen Wealth Advisors, LLC

CIK

1939202

Location

CHATTANOOGA, TN

Portfolio Value

Small $474,267,942

Diversification

Diversified

Filing Date

Global Rank

#3,960 / 8,794 ▲ 786 · as of Jun 2026

Top Industry

Semiconductors 17.9%

Period ended 3 months ago

Filed Aug 3, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

429 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.8%

+10.7 pts

Top 5

37.1%

+14.3 pts

Top 10

52.2%

+13.1 pts

HHI

465

Diversified+231

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.6%	$182,978,534	43
Technology	26.7%	$126,642,471	67
Financial Services	6.0%	$28,547,938	65
Consumer Cyclical	5.7%	$26,846,776	39
Healthcare	5.7%	$26,823,632	43
Communication Services	5.6%	$26,695,823	15
Industrials	5.5%	$26,295,041	62
Consumer Defensive	2.1%	$9,936,147	20
Energy	1.5%	$6,890,499	22
Basic Materials	1.0%	$4,743,786	21
Utilities	1.0%	$4,578,753	22
Real Estate	0.7%	$3,288,542	10

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACVT	Advent Convertible Bond ETF	+407,000	442,679	$23,639,058
FBCG	Fidelity Blue Chip Growth ETF	+395,883	399,132	$15,592,545
ACSG	American Century Small Cap Growth Insights ETF	+339,257	359,492	$36,443,720
VCRM	Vanguard Core Tax-Exempt Bond ETF	+162,652	341,003	$19,396,196
AAAD	PGIM AAA CLO Aggregate Duration ETF	+102,275	167,133	$8,281,440
NVDA	Nvidia Corp	+69,710	109,033	$21,816,412
KLAC	Kla Corp	+21,108	23,250	$7,014,757
FCX	Freeport-Mcmoran Inc	+18,095	28,442	$1,788,717
WFC	Wells Fargo & Company/Mn	+17,327	30,070	$2,484,984
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+17,242	19,980	$942,381
WMB	Williams Companies, Inc.	+16,760	28,138	$2,091,778
NOW	ServiceNow, Inc.	+14,418	22,197	$2,203,718
NEE	Nextera Energy Inc	+13,259	24,912	$2,186,526
ANET	Arista Networks, Inc.	+13,159	20,278	$3,444,826
WMT	Walmart Inc.	+11,389	21,818	$2,471,106
C	Citigroup Inc	+11,383	20,629	$2,887,234
DELL	Dell Technologies Inc.	+11,189	17,631	$7,607,071
APH	Amphenol Corp /De/	+10,183	15,455	$5,450,051
GILD	Gilead Sciences, Inc.	+9,612	15,970	$2,017,649
PM	Philip Morris International Inc.	+8,642	9,815	$1,775,631
JPM	Jpmorgan Chase & Co	+7,648	14,821	$4,851,357
XOM	ExxonMobil Holdings Corp	+7,582	13,332	$1,822,751
TSLA	Tesla, Inc.	+6,502	15,854	$6,668,192
TMUS	T-Mobile US, Inc.	+6,380	10,273	$1,723,090
VRT	Vertiv Holdings Co	+6,289	9,766	$3,269,852
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HLN	Haleon plc	−271,024	20,339	$189,762
VEA	Vanguard FTSE Developed Markets ETF	−166,297	15,542	$1,107,367
UL	Unilever PLC	−53,575	3,288	$197,674
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−29,618	549,233	$74,883,462
USB	US Bancorp De	−29,085	64,487	$3,895,014
ABT	Abbott Laboratories	−25,260	19,721	$1,789,483
NVO	Novo Nordisk A S	−22,444	175	$8,389
MRK	Merck & Co., Inc.	−19,307	7,919	$1,017,591
TXN	Texas Instruments Inc	−15,738	4,381	$1,305,844
DEO	Diageo PLC	−15,214	55	$4,420
STZ	Constellation Brands, Inc.	−14,176	50	$6,954
JNJ	Johnson & Johnson	−13,456	22,207	$5,639,911
LRCX	Lam Research Corp	−12,725	23,460	$10,165,921
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−11,984	8,565	$443,564
ACN	Accenture plc	−11,766	43	$5,350
UBER	Uber Technologies, Inc	−11,207	28,796	$2,077,919
UNH	Unitedhealth Group Inc	−10,373	882	$366,585
CRM	Salesforce, Inc.	−10,134	10,096	$1,581,639
TW	Tradeweb Markets Inc.	−10,007	42	$4,185
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−9,990	15,251	$7,283,420
BRK-B	Berkshire Hathaway Inc	−9,364	8,566	$4,286,340
SAP	Sap SE	−8,485	3,902	$601,337
CI	Cigna Group	−8,327	939	$258,863
KO	Coca Cola Co	−7,779	41,126	$3,342,310
TMO	Thermo Fisher Scientific Inc.	−7,606	4,956	$2,484,740
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	16,780	$3,183,669
HSY	Hershey Co	8,385	$1,471,148
XYZ	Block, Inc.	11,635	$884,260
EME	EMCOR Group, Inc.	430	$356,848
VFMF	Vanguard U.S. Multifactor ETF	3,460	$350,532
TRV	Travelers Companies, Inc.	536	$176,944
DCOR	Dimensional US Core Equity 1 ETF	2,812	$112,066
ARMY	Tema ETF Trust Tema International Defense ETF	1,600	$48,608
AADX	Applied Aerospace & Defense, Inc.	1,500	$34,170
PGNY	Progyny, Inc.	839	$24,188
FDXF	FedEx Freight Holding Company, Inc.	150	$22,650
BCS	Barclays PLC	667	$17,915
VST	Vistra Corp.	108	$17,132
SSB	SouthState Bank Corp	159	$15,884
PNTG	Pennant Group, Inc.	410	$15,149
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	70	$13,422
PANW	Palo Alto Networks Inc	39	$13,299
BIPC	Brookfield Infrastructure Corp	310	$11,935
SPGI	S&P Global Inc.	24	$9,774
NXT	Nextpower Inc.	72	$8,578
ACOM	Harbor Active Commodity ETF	295	$8,022
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	447	$7,098
GRBK	Green Brick Partners, Inc.	86	$6,883
VALE	Vale S.A.	449	$6,752
AA	Alcoa Corp	124	$6,465
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AKRE	Akre Focus ETF	861	$45,503
NET	Cloudflare, Inc.	105	$21,665
BMY	Bristol Myers Squibb Co	200	$12,130
XPRO	Expro Ltd	687	$11,960
SFM	Sprouts Farmers Market, Inc.	149	$11,492
TSCO	Tractor Supply Co /De/	250	$11,325
PNR	PENTAIR plc	113	$9,843
IRDM	Iridium Communications Inc.	348	$9,653
EXLS	ExlService Holdings, Inc.	252	$7,673
DLR	Digital Realty Trust, Inc.	41	$7,388
BTF	CoinShares ETF Trust CoinShares Bitcoin and Ether ETF	210	$7,312
USCI	United States Commodity Index Funds Trust	200	$6,886
SPY	Spdr S&P 500 ETF Trust	10	$6,503
AVAV	AeroVironment Inc	35	$6,406
ON	On Semiconductor Corp	92	$5,696
ABI	VictoryShares Pioneer Asset-Based Income ETF	103	$5,618
GEHC	GE HealthCare Technologies Inc.	75	$5,338
—		30	$5,065
STNE	StoneCo Ltd.	340	$4,800
ARKB	Ark 21Shares Bitcoin ETF	172	$3,868
ITW	Illinois Tool Works Inc	14	$3,644
HAE	Haemonetics Corp	62	$3,494
AAAU	Goldman Sachs Physical Gold ETF	63	$2,909
DOX	Amdocs Ltd	39	$2,545
RDY	Dr Reddys Laboratories Ltd	105	$1,454
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

429 tracked positions · $474,267,942 total · filing declares 493 positions · $471,770,173 · as of Jun 30, 2026

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

Showing 1–50 of 429 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	549,233	-29,618	$74,883,462	—	15.79%
ACSG	American Century Small Cap Growth Insights ETF	Added	359,492	+339,257	$36,443,720	+2250.9%	7.68%
ACVT	Advent Convertible Bond ETF	Added	442,679	+407,000	$23,639,058	+1213.5%	4.98%
NVDA	Nvidia Corp Technology	Added	109,033	+69,710	$21,816,412	+218.1%	4.60%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	341,003	+162,652	$19,396,196	+111.1%	4.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	46,754	-664	$16,694,013	+22.5%	3.52%
AAPL	Apple Inc. Technology	Added	54,217	+3,374	$15,688,231	+21.6%	3.31%
FBCG	Fidelity Blue Chip Growth ETF	Added	399,132	+395,883	$15,592,545	+3018.6%	3.29%
MSFT	Microsoft Corp Technology	Reduced	33,240	-4,303	$12,399,184	−10.8%	2.61%
AVGO	Broadcom Inc. Technology	Added	29,169	+4,297	$11,018,589	+43.1%	2.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	45,634	+1,859	$10,876,407	+19.3%	2.29%
MU	Micron Technology Inc Technology	Added	8,831	+5,498	$10,193,534	+805.3%	2.15%
LRCX	Lam Research Corp Technology	Reduced	23,460	-12,725	$10,165,921	+31.5%	2.14%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	167,133	+102,275	$8,281,440	+158.0%	1.75%
DELL	Dell Technologies Inc. Technology	Added	17,631	+11,189	$7,607,071	+619.5%	1.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	15,251	-9,990	$7,283,420	−14.6%	1.54%
KLAC	Kla Corp Technology	Added	23,250	+21,108	$7,014,757	+122.4%	1.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,854	+6,502	$6,668,192	+91.8%	1.41%
META	Meta Platforms, Inc. Communication Services	Reduced	11,069	-5,907	$6,235,057	−35.8%	1.31%
JNJ	Johnson & Johnson Healthcare	Reduced	22,207	-13,456	$5,639,911	−35.3%	1.19%
APH	Amphenol Corp /De/ Technology	Added	15,455	+10,183	$5,450,051	+309.1%	1.15%
CASS	Cass Information Systems Inc Industrials	Reduced	105,619	-200	$5,420,367	+16.4%	1.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,821	+7,648	$4,851,357	+129.9%	1.02%
LLY	ELI LILLY & Co Healthcare	Reduced	3,994	-372	$4,790,523	+19.3%	1.01%
V	Visa Inc. Financial Services	Reduced	13,764	-3,703	$4,722,290	−10.5%	1.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,566	-9,364	$4,286,340	−50.1%	0.90%
GEV	GE Vernova Inc. Industrials	Added	3,550	+2,249	$4,170,753	+267.3%	0.88%
USB	US Bancorp De Financial Services	Reduced	64,487	-29,085	$3,895,014	−20.0%	0.82%
ASML	Asml Holding NV Technology	Added	1,918	+1,215	$3,815,745	+310.9%	0.80%
ANET	Arista Networks, Inc. Technology	Added	20,278	+13,159	$3,444,826	+294.1%	0.73%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	10,145	-1,710	$3,352,516	−7.0%	0.71%
KO	Coca Cola Co Consumer Defensive	Reduced	41,126	-7,779	$3,342,310	−10.1%	0.70%
ETN	Eaton Corp plc Industrials	Added	7,696	+4,621	$3,279,419	+198.2%	0.69%
VRT	Vertiv Holdings Co Industrials	Added	9,766	+6,289	$3,269,852	+275.3%	0.69%
RTX	RTX Corp Industrials	NEW	16,780	NEW	$3,183,669	NEW	0.67%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	19,925	-2,325	$3,018,637	−15.0%	0.64%
C	Citigroup Inc Financial Services	Added	20,629	+11,383	$2,887,234	+175.3%	0.61%
BLK	BlackRock, Inc. Financial Services	Added	2,943	+1,842	$2,829,871	+167.3%	0.60%
DGX	Quest Diagnostics Inc Healthcare	Added	12,998	+494	$2,754,926	+12.4%	0.58%
PH	Parker-Hannifin Corp Industrials	Added	2,636	+1,531	$2,578,324	+160.6%	0.54%
WFC	Wells Fargo & Company/Mn Financial Services	Added	30,070	+17,327	$2,484,984	+145.0%	0.52%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	4,956	-7,606	$2,484,740	−59.8%	0.52%
WMT	Walmart Inc. Consumer Defensive	Added	21,818	+11,389	$2,471,106	+90.7%	0.52%
ABBV	AbbVie Inc. Healthcare	Added	9,708	+5,487	$2,442,921	+166.1%	0.52%
TRGP	Targa Resources Corp. Energy	Added	8,977	+5,666	$2,407,092	+190.0%	0.51%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	5,621	-1,195	$2,235,359	−28.9%	0.47%
NOW	ServiceNow, Inc. Technology	Added	22,197	+14,418	$2,203,718	+171.0%	0.46%
NEE	Nextera Energy Inc Utilities	Added	24,912	+13,259	$2,186,526	+102.0%	0.46%
RL	Ralph Lauren Corp Consumer Cyclical	Added	5,426	+3,549	$2,178,050	+237.3%	0.46%
WMB	Williams Companies, Inc. Energy	Added	28,138	+16,760	$2,091,778	+152.6%	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.