Acumen Wealth Advisors, LLC - Portfolio Stock Holdings
Acumen Wealth Advisors, LLC disclosed 522 stock positions in a recent SEC 13F filing. $469,782,965 of stock holdings were filed, with the largest holdings including AGG, IVV, and FEOE. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $638,474,990 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
522Est. Stock Holding Value:
$469,782,965Top Stock Holdings By Sector
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Portfolio Stock Holdings - Acumen Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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