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Acumen Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

525 positions

CompanyClassValueShares% of portfolio
VANGUARD TAX-MANAGED FDS—$663.7K10,6240.2%
CATERPILLAR INC—$562.0K9810.2%
ISHARES TR—$458.4K3,8140.1%
FIDELITY COVINGTON TRUST—$442.9K1,9710.1%
Walmart Inc.—$327.9K2,9430.1%
NEXTERA ENERGY INC—$327.6K4,0810.1%
DEERE & CO—$325.6K6970.1%
HOME DEPOT, INC.—$323.1K9390.1%
ISHARES TR—$313.7K3,2670.1%
CITIGROUP INC—$286.9K2,4590.1%
WASTE MANAGEMENT INC—$271.3K1,2350.1%
FIRST HORIZON CORP—$270.8K11,2600.1%
THE GOLDMAN SACHS GROUP, INC.—$266.3K3030.1%
AbbVie Inc.—$260.4K1,1400.1%
ISHARES TR—$257.3K6650.1%
Tesla Inc—$241.9K5380.1%
PROCTER & GAMBLE Co—$221.4K1,5450.1%
ISHARES GOLD TR—$216.4K2,6660.1%
Eaton Corp plc—$192.4K6040.1%
Philip Morris International Inc.—$190.8K1,1790.1%
REPUBLIC SERVICES, INC.—$190.7K9000.1%
TRAVELERS COMPANIES, INC.—$189.1K6520.1%
ORACLE CORP—$180.1K9240.1%
COSTCO WHOLESALE CORP /NEW—$172.6K2000.0%
MICRON TECHNOLOGY INC—$171.0K5990.0%
QUALCOMM INC/DE—$167.8K9810.0%
ISHARES TR—$162.6K2,4630.0%
SCHWAB STRATEGIC TR—$159.2K6,8120.0%
CORNING INC /NY—$157.5K1,7990.0%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$154.9K4,8320.0%
Regions Financial Corp—$153.8K5,6200.0%
GE Vernova Inc.—$148.4K2270.0%
ALLIANCE RESOURCE PARTNERS LPARLPMLP$144.0K6,2000.0%
CHEVRON CORP—$143.6K9420.0%
Walt Disney Co—$140.3K1,2290.0%
MPLX LPMPLXMLP$138.9K2,6030.0%
MCDONALD'S CORP—$134.5K4400.0%
Energy Transfer LPETMLP$134.2K8,1400.0%
LOWES COMPANIES INC—$132.9K5510.0%
EXPAND ENERGY Corp—$129.8K1,1760.0%
ISHARES TR—$125.5K1,4800.0%
Duke Energy Corp—$121.9K1,0400.0%
Becton Dickinson & Co—$120.3K6200.0%
AT&T INC.—$119.5K4,8110.0%
ISHARES TR—$116.5K1,1100.0%
BlackRock, Inc.—$115.6K1080.0%
VERTEX PHARMACEUTICALS INC / MA—$114.7K2530.0%
PGIM ETF TR—$114.4K2,2960.0%
Parker-Hannifin Corp—$114.3K1300.0%
SCHWAB STRATEGIC TR—$112.2K4,0910.0%
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