Acumen Wealth Advisors, LLC

Position in VRT — Vertiv Holdings Co

CIK 1939202 CHATTANOOGA, TN

Position in VRT

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

Position Value

$3,269,852

+$2,398,586 QoQ

Shares Held

9,766

+180.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#735

of 2,035 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $3,336,608 across 4 Electrical Equipment & Parts names. VRT ranks #1 (98.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	9,766	$3,269,852
2	BE	Bloom Energy Corp	98	$29,664
3	AEIS	Advanced Energy Industries Inc	64	$23,863
4	NVT	nVent Electric plc	78	$13,229

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,269,852	9,766	+180.9%	Shares	Sole	2026-08-03
2026-03-31	$871,266	3,477	+1547.9%	Shares	Sole	2026-05-13
2025-12-31	$34,184	211	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.