Acumen Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 1939202 CHATTANOOGA, TN

Position in V

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,722,290

-$556,935 QoQ

Shares Held

13,764

-21.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#1,722

of 4,491 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $4,781,962 across 5 Credit Services names. V ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	13,764	$4,722,290
2	MA	Mastercard Inc	105	$53,928
3	SOFI	SoFi Technologies, Inc.	315	$5,647
4	GDOT	Green Dot Corp	4	$54
5	PYPL	PayPal Holdings, Inc.	1	$43

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,722,290	13,764	-21.2%	Shares	Sole	2026-08-03
2026-03-31	$5,279,225	17,467	+8.6%	Shares	Sole	2026-05-13
2025-12-31	$5,640,468	16,083	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.