Acumen Wealth Advisors, LLC
- SEC CIK
- 0001939202
- Latest filing
- Aug 3, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.
- Positions
- 525
- No filing for Q3 2025
- Portfolio value
- $347.2M
- No filing for Q3 2025
Acumen Wealth Advisors, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 72,402 | $49.6M | 14.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 342,659 | $34.2M | 9.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 33,339 | $16.1M | 4.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 42,575 | $13.3M | 3.8% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 25,621 | $12.9M | 3.7% | – | – | History |
| AAPLApple Inc. | Stock | 45,563 | $12.4M | 3.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 16,357 | $10.8M | 3.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 33,524 | $10.2M | 2.9% | – | – | History |
| LRCXLam Research Corp | Stock | 51,051 | $8.75M | 2.5% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 14,728 | $8.54M | 2.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 36,869 | $8.51M | 2.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 40,284 | $8.34M | 2.4% | – | – | History |
| AVGOBroadcom Inc. | Stock | 21,772 | $7.54M | 2.2% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 146,149 | $7.35M | 2.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 48,810 | $6.12M | 1.8% | – | – | History |
| CRMSalesforce, Inc. | Stock | 22,247 | $5.90M | 1.7% | – | – | History |
| VVisa Inc. | Stock | 16,083 | $5.64M | 1.6% | – | – | History |
| USBUS Bancorp DE | COM NEW | 104,123 | $5.61M | 1.6% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 15,979 | $5.27M | 1.5% | – | – | History |
| ELVElevance Health, Inc. | Stock | 14,292 | $5.01M | 1.4% | – | – | History |
| ACNAccenture plc | Stock | 18,237 | $4.89M | 1.4% | – | – | History |
| TXNTexas Instruments Inc | Stock | 27,990 | $4.86M | 1.4% | – | – | History |
| CASSCass Information Systems Inc | COM | 112,247 | $4.66M | 1.3% | – | – | History |
| SAPSAP SE | ADR | 18,994 | $4.61M | 1.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 4,225 | $4.54M | 1.3% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 62,719 | $4.10M | 1.2% | – | – | History |
| HLNHaleon plc | ADR | 390,621 | $3.95M | 1.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 6,899 | $3.91M | 1.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 36,550 | $3.88M | 1.1% | – | – | History |
| KOCoca Cola Co | Stock | 53,855 | $3.77M | 1.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 12,783 | $3.67M | 1.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 23,420 | $3.60M | 1.0% | – | – | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 68,484 | $3.45M | 1.0% | – | – | – |
| ASMLASML Holding NV | ADR | 3,113 | $3.33M | 1.0% | – | – | History |
| KLACKLA Corp | COM NEW | 2,565 | $3.12M | 0.9% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 21,021 | $2.90M | 0.8% | – | – | History |
| CICigna Group | Stock | 10,156 | $2.80M | 0.8% | – | – | History |
| WFCWells Fargo & Company | Stock | 29,951 | $2.79M | 0.8% | – | – | History |
| UBERUber Technologies, Inc | Stock | 32,890 | $2.69M | 0.8% | – | – | History |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 54,004 | $2.08M | 0.6% | – | – | – |
| DGXQuest Diagnostics Inc | COM | 11,322 | $1.96M | 0.6% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 21,080 | $1.82M | 0.5% | – | – | History |
| NVONovo Nordisk A S | ADR | 31,601 | $1.61M | 0.5% | – | – | History |
| TWTradeweb Markets Inc. | Stock | 13,710 | $1.47M | 0.4% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 3,640 | $1.36M | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,749 | $1.26M | 0.4% | – | – | History |
| iShares Tr46434V860 | TRS FLT RT BD | 23,489 | $1.19M | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,272 | $1.03M | 0.3% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,232 | $931.7K | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,647 | $877.5K | 0.3% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,624 | $663.7K | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 981 | $562.0K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,814 | $458.4K | 0.1% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,971 | $442.9K | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 2,943 | $327.9K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 4,081 | $327.6K | 0.1% | – | – | History |
| DEDeere & Co | Stock | 697 | $325.6K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 939 | $323.1K | 0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,267 | $313.7K | 0.1% | – | – | – |
| CCitigroup Inc | Stock | 2,459 | $286.9K | 0.1% | – | – | History |
| WMWaste Management Inc | Stock | 1,235 | $271.3K | 0.1% | – | – | History |
| FHNFirst Horizon Corp | COM | 11,260 | $270.8K | 0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 303 | $266.3K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,140 | $260.4K | 0.1% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 665 | $257.3K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 538 | $241.9K | 0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 1,545 | $221.4K | 0.1% | – | – | History |
| IAUiShares Gold Trust | ETF | 2,666 | $216.4K | 0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 604 | $192.4K | 0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 1,179 | $190.8K | 0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 900 | $190.7K | 0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 652 | $189.1K | 0.1% | – | – | History |
| ORCLOracle Corp | Stock | 924 | $180.1K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 200 | $172.6K | <0.1% | – | – | History |
| MUMicron Technology Inc | Stock | 599 | $171.0K | <0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 981 | $167.8K | <0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,463 | $162.6K | <0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 6,812 | $159.2K | <0.1% | – | – | – |
| GLWCorning Inc | COM | 1,799 | $157.5K | <0.1% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 4,832 | $154.9K | <0.1% | – | – | History |
| RFRegions Financial Corp | COM | 5,620 | $153.8K | <0.1% | – | – | History |
| GEVGE Vernova Inc. | Stock | 227 | $148.4K | <0.1% | – | – | History |
| ARLPAlliance Resource Partners LP | Stock | 6,200 | $144.0K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 942 | $143.6K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 1,229 | $140.3K | <0.1% | – | – | History |
| MPLXMPLX LP | COM UNIT REP LTD | 2,603 | $138.9K | <0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 440 | $134.5K | <0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 8,140 | $134.2K | <0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 551 | $132.9K | <0.1% | – | – | History |
| EXEExpand Energy Corp | COM | 1,176 | $129.8K | <0.1% | – | – | History |
| iShares Tr464288836 | U.S. PHARMA ETF | 1,480 | $125.5K | <0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 1,040 | $121.9K | <0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 620 | $120.3K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 4,811 | $119.5K | <0.1% | – | – | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,110 | $116.5K | <0.1% | – | – | – |
| BLKBlackRock, Inc. | Stock | 108 | $115.6K | <0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 253 | $114.7K | <0.1% | – | – | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 2,296 | $114.4K | <0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 130 | $114.3K | <0.1% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,091 | $112.2K | <0.1% | – | – | – |