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Acumen Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

525 positions

CompanyClassValueShares% of portfolio
FedEx Corp—$111.8K3850.0%
VANGUARD STAR FDS—$108.8K1,4420.0%
FLOWSERVE CORP—$105.4K1,5140.0%
Dell Technologies Inc.—$103.7K8240.0%
RTX Corp—$99.8K5440.0%
SPDR GOLD TR—$99.1K2500.0%
FIDELITY COVINGTON TRUST—$94.9K1,2780.0%
ILLINOIS TOOL WORKS INC—$94.7K3820.0%
Williams Cos Inc/The—$94.6K1,5740.0%
ISHARES SILVER TR—$94.4K1,4660.0%
EXXON MOBIL CORP—$93.1K7740.0%
LOCKHEED MARTIN CORP—$91.4K1890.0%
Mastercard Inc—$90.8K1590.0%
PEPSICO INC—$88.1K6070.0%
ALLIANT ENERGY CORP—$87.8K1,3500.0%
ISHARES TR—$86.7K1,2920.0%
ALTRIA GROUP, INC.—$85.7K1,4590.0%
Palantir Technologies Inc—$83.7K4710.0%
CISCO SYSTEMS, INC.—$76.2K9890.0%
The PNC Financial Services Group, Inc.—$75.1K3600.0%
Netflix Inc—$70.6K7530.0%
SCHWAB STRATEGIC TR—$69.1K2,2980.0%
VANGUARD INDEX FDS—$68.4K2040.0%
MARSH & MCLENNAN COMPANIES, INC.—$68.3K3680.0%
ISHARES INC—$65.6K9760.0%
AMGEN INC—$65.5K2000.0%
PFIZER INC—$65.3K2,6240.0%
SCHWAB CHARLES CORP—$64.8K6490.0%
ISHARES TR—$64.5K5000.0%
SOUTHERN CO—$62.3K7140.0%
AUTOMATIC DATA PROCESSING INC—$58.6K2260.0%
PROFESIONALLY MANAGED PORTFO—$56.4K8610.0%
BANK OF AMERICA CORP /DE—$55.7K1,0130.0%
ISHARES BITCOIN TRUST ETF—$54.5K1,0980.0%
Arista Networks, Inc.ANETCommon Stock$54.5K4160.0%
LINDE PLC—$53.3K1250.0%
Constellation Energy Corp—$50.9K1440.0%
TE Connectivity PLC—$49.4K2170.0%
FREEPORT-MCMORAN INC—$48.2K9490.0%
SPDR S&P MIDCAP 400 ETF TR—$47.8K790.0%
SCHWAB STRATEGIC TR—$47.0K1,5890.0%
GILEAD SCIENCES, INC.—$46.4K3780.0%
INTERNATIONAL BUSINESS MACHINES CORP—$44.4K1500.0%
CIENA CORP—$40.0K1710.0%
SCHWAB STRATEGIC TR—$39.4K1,4650.0%
VANGUARD INDEX FDS—$39.3K1300.0%
Prologis Inc—$38.6K3020.0%
Ralph Lauren Corp—$37.9K1070.0%
Fabrinet—$36.9K810.0%
STARBUCKS CORP—$36.8K4370.0%
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