Acumen Wealth Advisors, LLC
Top Portfolio Positions
363 positions ·
$238,788,431 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
37,543 | $13,897,291 | 5.82% | |
| AAPL |
Apple Inc.
Technology
|
50,843 | $12,903,444 | 5.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,297 | $12,450,485 | 5.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
16,976 | $9,712,478 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,775 | $9,117,018 | 3.82% | |
| JNJ |
Johnson & Johnson
Healthcare
|
35,663 | $8,717,463 | 3.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
17,930 | $8,592,055 | 3.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
25,241 | $8,530,195 | 3.57% | |
| LRCX |
Lam Research Corp
Technology
|
36,185 | $7,731,287 | 3.24% | |
| AVGO |
Broadcom Inc.
Technology
|
24,872 | $7,698,131 | 3.22% |
Portfolio Trend
2 quarters · across all stocks
Holdings in HLN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,916,543 | 291,363 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,949,177 | 390,621 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||