Acumen Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| UNILEVER PLC | $4.10M | 1.2% |
| HALEON PLC | $3.95M | 1.1% |
| Intuitive Surgical Inc | $3.91M | 1.1% |
| Merck & Co., Inc. | $3.88M | 1.1% |
| COCA COLA CO | $3.77M | 1.1% |
| Hilton Worldwide Holdings Inc. | $3.67M | 1.1% |
| TJX Cos Inc/The | $3.60M | 1.0% |
| WISDOMTREE TR | $3.45M | 1.0% |
| ASML HOLDING N V | $3.33M | 1.0% |
| KLA CORP | $3.12M | 0.9% |
| CONSTELLATION BRANDS, INC. | $2.90M | 0.8% |
| Cigna Group | $2.80M | 0.8% |
| WELLS FARGO & COMPANY/MN | $2.79M | 0.8% |
| Uber Technologies, Inc | $2.69M | 0.8% |
| GMO ETF TRUST | $2.08M | 0.6% |
| Quest Diagnostics Inc | $1.96M | 0.6% |
| DIAGEO PLC | $1.82M | 0.5% |
| NOVO-NORDISK A S | $1.61M | 0.5% |
| Tradeweb Markets Inc. | $1.47M | 0.4% |
| ISHARES TR | $1.36M | 0.4% |
| NVIDIA Corp | $1.26M | 0.4% |
| ISHARES TR | $1.19M | 0.3% |
| Alphabet Inc. | $1.03M | 0.3% |
| ISHARES TR | $931.7K | 0.3% |
| JPMORGAN CHASE & CO | $877.5K | 0.3% |