Acumen Wealth Advisors, LLC
Top Portfolio Positions
362 positions ·
$230,196,376 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
37,543 | $13,897,291 | 6.04% | |
| AAPL |
Apple Inc.
Technology
|
50,843 | $12,903,444 | 5.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,297 | $12,450,485 | 5.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
16,976 | $9,712,478 | 4.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,775 | $9,117,018 | 3.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
35,663 | $8,717,463 | 3.79% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
25,241 | $8,530,195 | 3.71% | |
| LRCX |
Lam Research Corp
Technology
|
36,185 | $7,731,287 | 3.36% | |
| AVGO |
Broadcom Inc.
Technology
|
24,872 | $7,698,131 | 3.34% | |
| NVDA |
Nvidia Corp
Technology
|
39,323 | $6,857,930 | 2.98% |
Portfolio Trend
2 quarters · across all stocks
Holdings in TIMB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,701 | 253 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||