Institutions / Acumen Wealth Advisors, LLC
Acumen Wealth Advisors, LLC
CIK 1939202 · Institution · as of Dec 31, 2025
Portfolio value
$347.19M
Positions
525
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 525 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $49.59M | 14.3% |
| iShares Tr | $34.22M | 9.9% |
| Microsoft Corp | $16.12M | 4.6% |
| Alphabet Inc. | $13.33M | 3.8% |
| Warren E. Buffett | $12.88M | 3.7% |
| Apple Inc. | $12.39M | 3.6% |
| Meta Platforms Inc | $10.80M | 3.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $10.21M | 2.9% |
| Lam Research Corp | $8.75M | 2.5% |
| Thermo Fisher Scientific Inc. | $8.54M | 2.5% |
| Amazon.com Inc | $8.51M | 2.5% |
| Johnson & Johnson | $8.34M | 2.4% |
| Broadcom Inc. | $7.54M | 2.2% |
| Vanguard Mun Bd Fds | $7.35M | 2.1% |
| Abbott Laboratories | $6.12M | 1.8% |
| Salesforce Inc | $5.90M | 1.7% |
| Visa Inc | $5.64M | 1.6% |
| US Bancorp \De | $5.61M | 1.6% |
| Unitedhealth Group Inc | $5.27M | 1.5% |
| Elevance Health Inc | $5.01M | 1.4% |
| Accenture plc | $4.89M | 1.4% |
| Texas Instruments Inc | $4.86M | 1.4% |
| Cass Information Systems Inc | $4.66M | 1.3% |
| Sap SE | $4.61M | 1.3% |
| ELI LILLY & Co | $4.54M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.