Acumen Wealth Advisors, LLC

CIK

1939202

Location

CHATTANOOGA, TN

Portfolio Value

Small $234,918,259

Diversification

Diversified

Filing Date

Global Rank

#3,862 / 8,603 ▲ 91 · as of Mar 2026

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

-9.4%

Period ended 3 months ago

Filed May 13, 2026 · 57d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.4%

SPY

+9.6%

Annualised alpha

-6.3%

Max drawdown

−9.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.9%

−0.8 pts

Top 5

24.7%

−2.7 pts

Top 10

42.3%

−3.7 pts

HHI

261

Diversified−52

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.5%	$81,131,771	66
Healthcare	19.7%	$46,187,772	44
Financial Services	12.2%	$28,673,977	56
Communication Services	10.9%	$25,671,890	12
Consumer Cyclical	9.0%	$21,141,044	35
Consumer Defensive	5.3%	$12,413,017	20
Industrials	4.8%	$11,166,726	52
Energy	1.0%	$2,458,481	21
Utilities	0.9%	$2,194,640	18
Basic Materials	0.9%	$2,017,365	17
Real Estate	0.6%	$1,312,755	9
Unclassified	0.2%	$548,821	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
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
MA	Mastercard Inc	+2,891	3,050	$1,523,962
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
AEE	Ameren Corp	225	$22,468
CMCSA	Comcast Corp	771	$21,598
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
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
NWG	NatWest Group plc	598	$10,465
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

362 positions · $234,918,259 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%	5.92%
AAPL	Apple Inc. Technology	Added	50,843	+5,280	$12,903,444	+4.2%	5.49%
GOOGL	Alphabet Inc. Communication Services	Added	43,297	+722	$12,450,485	−6.6%	5.30%
META	Meta Platforms, Inc. Communication Services	Added	16,976	+619	$9,712,478	−10.0%	4.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,775	+6,906	$9,117,018	+7.1%	3.88%
JNJ	Johnson & Johnson Healthcare	Reduced	35,663	-4,621	$8,717,463	+4.6%	3.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,930	-7,691	$8,592,055	−33.3%	3.66%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	25,241	-8,283	$8,530,195	−16.3%	3.63%
LRCX	Lam Research Corp Technology	Reduced	36,185	-14,866	$7,731,287	−11.5%	3.29%
AVGO	Broadcom Inc. Technology	Added	24,872	+3,100	$7,698,131	+2.2%	3.28%
NVDA	Nvidia Corp Technology	Added	39,323	+32,574	$6,857,930	+444.8%	2.92%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	12,562	-2,166	$6,174,599	−27.6%	2.63%
V	Visa Inc. Financial Services	Added	17,467	+1,384	$5,279,225	−6.4%	2.25%
USB	US Bancorp De Financial Services	Reduced	93,572	-10,551	$4,866,679	−12.4%	2.07%
CASS	Cass Information Systems Inc Industrials	Reduced	105,819	-6,428	$4,658,152	−0.1%	1.98%
ABT	Abbott Laboratories Healthcare	Reduced	44,981	-3,829	$4,618,198	−24.5%	1.97%
LLY	ELI LILLY & Co Healthcare	Added	4,366	+141	$4,015,715	−11.6%	1.71%
TXN	Texas Instruments Inc Technology	Reduced	20,119	-7,871	$3,905,901	−19.6%	1.66%
CRM	Salesforce, Inc. Technology	Reduced	20,230	-2,017	$3,776,333	−35.9%	1.61%
KO	Coca Cola Co Consumer Defensive	Reduced	48,905	-4,950	$3,719,224	−1.2%	1.58%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	11,855	-928	$3,604,867	−1.8%	1.53%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	22,250	-1,170	$3,553,324	−1.2%	1.51%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,352	+8,814	$3,476,605	+1336.9%	1.48%
MRK	Merck & Co., Inc. Healthcare	Reduced	27,226	-9,324	$3,275,015	−14.9%	1.39%
UL	Unilever PLC Consumer Defensive	Reduced	56,863	-5,856	$3,239,485	−21.0%	1.38%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	6,816	-83	$3,142,107	−19.6%	1.34%
UNH	Unitedhealth Group Inc Healthcare	Reduced	11,255	-4,724	$3,045,489	−42.3%	1.30%
HLN	Haleon plc Healthcare	Reduced	291,363	-99,258	$2,916,543	−26.1%	1.24%
UBER	Uber Technologies, Inc Technology	Added	40,003	+7,113	$2,877,415	+7.1%	1.22%
CI	Cigna Group Healthcare	Reduced	9,266	-890	$2,471,704	−11.6%	1.05%
DGX	Quest Diagnostics Inc Healthcare	Added	12,504	+1,182	$2,450,533	+24.7%	1.04%
NFLX	Netflix Inc Communication Services	Added	25,242	+24,489	$2,427,017	+3337.7%	1.03%
ACN	Accenture plc Technology	Reduced	11,809	-6,428	$2,341,606	−52.1%	1.00%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	14,226	-6,795	$2,133,900	−26.4%	0.91%
SAP	Sap SE Technology	Reduced	12,387	-6,607	$2,120,778	−54.0%	0.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,173	+4,526	$2,110,009	+147.4%	0.90%
ELV	Elevance Health, Inc. Healthcare	Reduced	6,935	-7,357	$2,030,220	−59.5%	0.86%
MA	Mastercard Inc Financial Services	Added	3,050	+2,891	$1,523,962	+1578.9%	0.65%
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%	0.55%
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%	0.48%
ETN	Eaton Corp plc Industrials	Added	3,075	+2,471	$1,099,835	+471.7%	0.47%
NEE	Nextera Energy Inc Utilities	Added	11,653	+7,572	$1,082,330	+230.4%	0.46%
BLK	BlackRock, Inc. Financial Services	Added	1,101	+993	$1,058,841	+816.0%	0.45%
DELL	Dell Technologies Inc. Technology	Added	6,442	+5,618	$1,057,325	+919.4%	0.45%
C	Citigroup Inc Financial Services	Added	9,246	+6,787	$1,048,588	+265.4%	0.45%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	12,743	-17,208	$1,014,469	−63.7%	0.43%