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Portfolio (Quarterly) Guide ↗

Acumen Wealth Advisors, LLC

· CIK 0001939202
13F Portfolio $347M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 525 New
Page 3 of 27  ·  525 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DGX QUEST DIAGNOSTICS INC Healthcare 11,322.0 $2.0M 0.57% NEW $173.53 +13.1%
42 DEO DIAGEO PLC Consumer Defensive 21,080.0 $1.8M 0.52% NEW $86.27 -1.9%
43 NVO NOVO-NORDISK A S Healthcare 31,601.0 $1.6M 0.46% NEW $50.88 -10.6%
44 TW TRADEWEB MKTS INC Financial Services 13,710.0 $1.5M 0.42% NEW $107.54 -6.2%
45 IWB ISHARES TR 3,640.0 $1.4M 0.39% NEW $373.44 +10.2%
46 NVDA NVIDIA CORPORATION Technology 6,749.0 $1.3M 0.36% NEW $186.50 +14.9%
47 TFLO ISHARES TR 23,489.0 $1.2M 0.34% NEW $50.46 +0.3%
48 GOOG ALPHABET INC Communication Services 3,272.0 $1.0M 0.30% NEW $313.80 +23.0%
49 DSI ISHARES TR 7,232.0 $932K 0.27% NEW $128.83 +10.8%
50 JPM JPMORGAN CHASE & CO. Financial Services 2,647.0 $877K 0.25% NEW $331.50 -10.5%
51 VEA VANGUARD TAX-MANAGED FDS 10,624.0 $664K 0.19% NEW $62.47 +14.7%
52 CAT CATERPILLAR INC Industrials 981.0 $562K 0.16% NEW $572.87 +55.0%
53 IJR ISHARES TR 3,814.0 $458K 0.13% NEW $120.18 +16.2%
54 FTEC FIDELITY COVINGTON TRUST 1,971.0 $443K 0.13% NEW $224.72 +26.4%
55 WMT WALMART INC Consumer Defensive 2,943.0 $328K 0.09% NEW $111.41 +6.4%
56 NEE NEXTERA ENERGY INC Utilities 4,081.0 $328K 0.09% NEW $80.28 +8.7%
57 DE DEERE & CO Industrials 697.0 $326K 0.09% NEW $467.19 +15.4%
58 HD HOME DEPOT INC Consumer Cyclical 939.0 $323K 0.09% NEW $344.10 -6.7%
59 EFA ISHARES TR 3,267.0 $314K 0.09% NEW $96.03 +9.0%
60 C CITIGROUP INC Financial Services 2,459.0 $287K 0.08% NEW $116.69 +6.8%
Page 3 of 27  ·  525 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 38.7%
Healthcare 25.2%
Communication Services 11.3%
Financial Services 8.5%
Consumer Cyclical 7.5%
Consumer Defensive 4.3%
Industrials 3.3%
Energy 0.5%
Utilities 0.5%
Real Estate 0.1%