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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 2 of 22  ·  439 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABT ABBOTT LABORATORIES Healthcare 44,981.0 $4.6M 1.24% -4K -7.8% $102.67 -16.3%
22 LLY ELI LILLY & CO Healthcare 4,366.0 $4.0M 1.08% +141.0 +3.3% $919.77 +23.1%
23 TXN TEXAS INSTRS INC Technology 20,119.0 $3.9M 1.05% -8K -28.1% $194.14 +63.7%
24 CRM SALESFORCE INC Technology 20,230.0 $3.8M 1.02% -2K -9.1% $186.67 -5.6%
25 KO COCA COLA CO Consumer Defensive 48,905.0 $3.7M 1.01% -5K -9.2% $76.60 +4.9%
26 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11,855.0 $3.6M 0.97% -928.0 -7.3% $304.08 +10.9%
27 TJX TJX COS INC NEW Consumer Cyclical 22,250.0 $3.6M 0.96% -1K -5.0% $159.70 -3.3%
28 TSLA TESLA INC Consumer Cyclical 9,352.0 $3.5M 0.94% +9K +1638.3% $371.75 +19.0%
29 MRK MERCK & CO INC Healthcare 27,226.0 $3.3M 0.89% -9K -25.5% $121.34 -1.5%
30 UNILEVER PLC 56,863.0 $3.3M 0.88% -6K -9.3% $57.59
31 PULS PGIM ETF TR 64,858.0 $3.2M 0.87% +63K +2724.8% $49.66 +0.1%
32 KLAC KLA CORP Technology 2,142.0 $3.2M 0.85% -423.0 -16.5% $1472.41 +30.9%
33 ISRG INTUITIVE SURGICAL INC Healthcare 6,816.0 $3.1M 0.84% -83.0 -1.2% $460.99 -8.1%
34 UNH UNITEDHEALTH GROUP INC Healthcare 11,255.0 $3.0M 0.82% -5K -29.6% $270.59 +41.0%
35 HLN HALEON PLC Healthcare 291,363.0 $2.9M 0.78% -99K -25.4% $10.01 -7.7%
36 UBER UBER TECHNOLOGIES INC Technology 40,003.0 $2.9M 0.77% +7K +21.6% $71.93 -1.6%
37 TFLO ISHARES TR 49,242.0 $2.5M 0.67% +26K +109.6% $50.63 -0.0%
38 CI THE CIGNA GROUP Healthcare 9,266.0 $2.5M 0.67% -890.0 -8.8% $266.75 +6.8%
39 DGX QUEST DIAGNOSTICS INC Healthcare 12,504.0 $2.5M 0.66% +1K +10.4% $195.98 -0.1%
40 NFLX NETFLIX INC. Communication Services 25,242.0 $2.4M 0.65% +24K +3252.2% $96.15 -10.3%
Page 2 of 22  ·  439 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%