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Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202
13F Portfolio $372M AUM 513 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 72 New 119 Added 132 Reduced 158 Exited
Page 3 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 YELP YELP INC Communication Services 263 $8K 0.00% SOLD
42 WEC WEC ENERGY GROUP INC Utilities 69 $7K 0.00% SOLD
43 FUTU FUTU HLDGS LTD Financial Services 44 $7K 0.00% SOLD
44 BRO BROWN & BROWN INC Financial Services 90 $7K 0.00% SOLD
45 CUK CARNIVAL PLC Consumer Cyclical 215 $7K 0.00% SOLD
46 ESLT ELBIT SYS LTD Industrials 11 $6K 0.00% SOLD
47 PEGA PEGASYSTEMS INC Technology 104 $6K 0.00% SOLD
48 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 73 $6K 0.00% SOLD
49 ARKF ARK ETF TR 125 $6K 0.00% SOLD
50 CYBERARK SOFTWARE LTD 13 $6K 0.00% SOLD
51 LTM LATAM AIRLINES GROUP SA Industrials 104 $6K 0.00% SOLD
52 VLTO VERALTO CORP Industrials 56 $6K 0.00% SOLD
53 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 94 $5K 0.00% SOLD
54 EMBOTELLADORA ANDINA S A 184 $5K 0.00% SOLD
55 TCOM TRIP COM GROUP LTD Consumer Cyclical 71 $5K 0.00% SOLD
56 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 46 $5K 0.00% SOLD
57 APTIV PLC 65 $5K 0.00% SOLD
58 BLCN SIREN ETF TR 204 $5K 0.00% SOLD
59 ENB ENBRIDGE INC Energy 102 $5K 0.00% SOLD
60 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 429 $4K 0.00% SOLD
Page 3 of 8  ·  158 positions
Sector Allocation
Technology 36.8%
Healthcare 20.3%
Communication Services 11.8%
Consumer Cyclical 9.3%
Financial Services 9.0%
Industrials 4.4%
Consumer Defensive 4.0%
Utilities 1.5%
Energy 1.4%
Basic Materials 0.9%