Acumen Wealth Advisors, LLC
Filing Date
Global Rank
#3,520
/ 8,232
▲ 191
Top Industry
Semiconductors
11.9%
3Y Alpha vs SPY
-16.5%
Period ended 3 months ago
Filed May 13, 2026 · 33d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.3%
SPY
+9.1%
Annualised alpha
-16.5%
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
363 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.8%
−0.8 pts
Top 5
24.3%
−2.8 pts
Top 10
41.6%
−3.8 pts
HHI
254
Diversified−53
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.2% | $83,970,282 |
| Healthcare | 19.3% | $46,187,772 |
| Financial Services | 12.0% | $28,673,977 |
| Communication Services | 10.8% | $25,671,890 |
| Consumer Cyclical | 8.9% | $21,145,086 |
| Consumer Defensive | 5.2% | $12,413,017 |
| Industrials | 4.7% | $11,187,323 |
| Energy | 1.4% | $3,434,025 |
| Utilities | 0.9% | $2,201,255 |
| Basic Materials | 0.8% | $2,017,365 |
| Real Estate | 0.5% | $1,312,755 |
| Unclassified | 0.2% | $573,684 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | |
| 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. | ||||
363 positions ·
$238,788,431 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 363 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WKHS |
Workhorse Group Inc.
Consumer Cyclical
|
NEW | 1 | $3 | 0.00% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
Reduced | 1 | $21 | 0.00% | |
| LCID |
Lucid Group, Inc.
Consumer Cyclical
|
Held | 5 | $47 | 0.00% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Held | 5 | $75 | 0.00% | |
| SG |
Sweetgreen, Inc.
Consumer Cyclical
|
NEW | 29 | $150 | 0.00% | |
| VRA |
Vera Bradley, Inc.
Consumer Cyclical
|
Held | 100 | $316 | 0.00% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
Reduced | 4 | $806 | 0.00% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Reduced | 19 | $1,263 | 0.00% | |
| INDI |
indie Semiconductor, Inc.
Technology
|
Held | 410 | $1,320 | 0.00% | |
| APPF |
Appfolio Inc
Technology
|
Reduced | 9 | $1,420 | 0.00% | |
| RDY |
Dr Reddys Laboratories Ltd
Healthcare
|
Reduced | 105 | $1,454 | 0.00% | |
| OKLO |
Oklo Inc.
Utilities
|
NEW | 32 | $1,586 | 0.00% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
Held | 300 | $1,809 | 0.00% | |
| OGN |
Organon & Co.
Healthcare
|
Held | 304 | $1,820 | 0.00% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Reduced | 24 | $1,887 | 0.00% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Held | 55 | $1,951 | 0.00% | |
| CLSK |
Cleanspark, Inc.
Financial Services
|
Reduced | 265 | $2,255 | 0.00% | |
| WFRD |
Weatherford International plc
Energy
|
Held | 24 | $2,269 | 0.00% | |
| BAX |
Baxter International Inc
Healthcare
|
Reduced | 142 | $2,385 | 0.00% | |
| POR |
Portland General Electric Co /Or/
Utilities
|
Reduced | 47 | $2,480 | 0.00% | |
| DOX |
Amdocs Ltd
Technology
|
Reduced | 39 | $2,545 | 0.00% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Held | 63 | $2,909 | 0.00% | |
| CON |
Concentra Group Holdings Parent, Inc.
Healthcare
|
Reduced | 138 | $2,960 | 0.00% | |
| INOD |
Innodata Inc
Technology
|
Reduced | 77 | $2,973 | 0.00% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Reduced | 9 | $3,046 | 0.00% | |
| BLD |
TopBuild Corp
Industrials
|
Held | 9 | $3,161 | 0.00% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 14 | $3,164 | 0.00% | |
| FSBC |
Five Star Bancorp
Financial Services
|
Reduced | 88 | $3,319 | 0.00% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Held | 36 | $3,359 | 0.00% | |
| HAE |
Haemonetics Corp
Healthcare
|
Reduced | 62 | $3,494 | 0.00% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 14 | $3,644 | 0.00% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
Held | 46 | $3,685 | 0.00% | |
| AIZ |
Assurant, Inc.
Financial Services
|
Held | 17 | $3,702 | 0.00% | |
| ESNT |
Essent Group Ltd.
Financial Services
|
Held | 66 | $3,857 | 0.00% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
NEW | 172 | $3,868 | 0.00% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Held | 97 | $3,925 | 0.00% | |
| TXNM |
Txnm Energy Inc
Utilities
|
Reduced | 68 | $3,975 | 0.00% | |
| RGR |
Sturm Ruger & Co Inc
Industrials
|
Held | 100 | $4,009 | 0.00% | |
| CXW |
CoreCivic, Inc.
Industrials
|
Reduced | 214 | $4,046 | 0.00% | |
| NGG |
National Grid PLC
Utilities
|
Held | 49 | $4,145 | 0.00% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 35 | $4,151 | 0.00% | |
| RGTI |
Rigetti Computing, Inc.
Technology
|
Added | 299 | $4,197 | 0.00% | |
| NAK |
Northern Dynasty Minerals Ltd
Basic Materials
|
Held | 3,000 | $4,200 | 0.00% | |
| SSRM |
Ssr Mining Inc.
Basic Materials
|
Reduced | 143 | $4,204 | 0.00% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Held | 1 | $4,210 | 0.00% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Reduced | 164 | $4,480 | 0.00% | |
| ONC |
BeOne Medicines Ltd.
Healthcare
|
Added | 16 | $4,751 | 0.00% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
Held | 192 | $4,776 | 0.00% | |
| STNE |
StoneCo Ltd.
Technology
|
Reduced | 340 | $4,800 | 0.00% | |
| ABCB |
Ameris Bancorp
Financial Services
|
Held | 62 | $4,835 | 0.00% |