Acumen Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$371.8M
Q ending 2026-03-31
Prior quarter
$347.2M
Q ending 2025-12-31
Change
+7.1% QoQ
Positions
439
reported holdings
Largest positions
Top 100 of 439 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $49.9M | 76K |
| Ishares Tr | AGG | Shares | $34.5M | 348K |
| Microsoft Corp | MSFT | Shares | $13.9M | 38K |
| Apple Inc | AAPL | Shares | $12.9M | 51K |
| Alphabet Inc | GOOGL | Shares | $12.5M | 43K |
| Vanguard Tax-Managed Fds | VEA | Shares | $11.7M | 182K |
| Ishares Tr | IJR | Shares | $10.6M | 85K |
| Meta Platforms Inc | META | Shares | $9.7M | 17K |
| Amazon Com Inc | AMZN | Shares | $9.1M | 44K |
| Johnson & Johnson | JNJ | Shares | $8.7M | 36K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.6M | 18K |
| Taiwan Semiconductor Manufac | TSM | Shares | $8.6M | 25K |
| Vanguard Mun Bd Fds | VTEB | Shares | $8.3M | 167K |
| Lam Research Corp | LRCX | Shares | $7.7M | 36K |
| Broadcom Inc | AVGO | Shares | $7.7M | 25K |
| Nvidia Corporation | NVDA | Shares | $6.9M | 39K |
| Thermo Fisher Scientific Inc | TMO | Shares | $6.2M | 13K |
| Visa Inc | V | Shares | $5.3M | 17K |
| Us Bancorp | USB | Shares | $4.9M | 94K |
| Cass Information Sys Inc | CASS | Shares | $4.7M | 106K |
| Abbott Laboratories | ABT | Shares | $4.6M | 45K |
| Eli Lilly & Co | LLY | Shares | $4.0M | 4K |
| Texas Instrs Inc | TXN | Shares | $3.9M | 20K |
| Salesforce Inc | CRM | Shares | $3.8M | 20K |
| Coca Cola Co | KO | Shares | $3.7M | 49K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $3.6M | 12K |
| Tjx Cos Inc New | TJX | Shares | $3.6M | 22K |
| Tesla Inc | TSLA | Shares | $3.5M | 9K |
| Merck & Co Inc | MRK | Shares | $3.3M | 27K |
| Unilever Plc | UL | Shares | $3.3M | 57K |
| Pgim Etf Tr | PULS | Shares | $3.2M | 65K |
| Kla Corp | KLAC | Shares | $3.2M | 2K |
| Intuitive Surgical Inc | ISRG | Shares | $3.1M | 7K |
| Unitedhealth Group Inc | UNH | Shares | $3.0M | 11K |
| Haleon Plc | HLN | Shares | $2.9M | 291K |
| Uber Technologies Inc | UBER | Shares | $2.9M | 40K |
| Ishares Tr | TFLO | Shares | $2.5M | 49K |
| The Cigna Group | CI | Shares | $2.5M | 9K |
| Quest Diagnostics Inc | DGX | Shares | $2.5M | 13K |
| Netflix Inc. | NFLX | Shares | $2.4M | 25K |
| Accenture Plc Ireland | Shares | $2.3M | 12K | |
| Constellation Brands Inc | STZ | Shares | $2.1M | 14K |
| Sap Se | SAP | Shares | $2.1M | 12K |
| Jpmorgan Chase & Co | JPM | Shares | $2.1M | 7K |
| Elevance Health Inc Formerly | ELV | Shares | $2.0M | 7K |
| Rbb Fund Trust | FEOE | Shares | $1.8M | 35K |
| Mastercard Incorporated | MA | Shares | $1.5M | 3K |
| American Centy Etf Tr | AVNM | Shares | $1.5M | 20K |
| Synopsys Inc | SNPS | Shares | $1.3M | 3K |
| Walmart Inc | WMT | Shares | $1.3M | 10K |
| Rtx Corporation | Shares | $1.2M | 6K | |
| Tradeweb Mkts Inc | TW | Shares | $1.2M | 10K |
| Alphabet Inc | GOOG | Shares | $1.2M | 4K |
| Diageo Plc | DEO | Shares | $1.1M | 15K |
| Ge Vernova Inc | GEV | Shares | $1.1M | 1K |
| Micron Technology Inc | MU | Shares | $1.1M | 3K |
| Eaton Corp Plc | Shares | $1.1M | 3K | |
| Nextera Energy Inc | NEE | Shares | $1.1M | 12K |
| Blackrock Inc | BLK | Shares | $1.1M | 1K |
| Dell Technologies Inc | DELL | Shares | $1.1M | 6K |
| Citigroup Inc | C | Shares | $1.0M | 9K |
| Wisdomtree Tr | USFR | Shares | $1.0M | 21K |
| Wells Fargo & Co | WFC | Shares | $1.0M | 13K |
| Parker-Hannifin Corp | PH | Shares | $989K | 1K |
| Exxon Mobil Corp | XOM | Shares | $976K | 6K |
| Asml Hldg Nv | Shares | $929K | 703 | |
| Abbvie Inc | ABBV | Shares | $918K | 4K |
| Gilead Sciences Inc | GILD | Shares | $886K | 6K |
| Ishares Tr | DSI | Shares | $876K | 7K |
| Arista Networks Inc | ANET | Shares | $874K | 7K |
| Vertiv Holdings Co | VRT | Shares | $871K | 3K |
| Novo-Nordisk A S | NVO | Shares | $859K | 23K |
| Vanguard Mun Bd Fds | VSDM | Shares | $844K | 11K |
| Targa Res Corp | TRGP | Shares | $830K | 3K |
| Williams Cos Inc | WMB | Shares | $828K | 11K |
| T-Mobile Us Inc | TMUS | Shares | $818K | 4K |
| Servicenow Inc | NOW | Shares | $813K | 8K |
| Caterpillar Inc | CAT | Shares | $695K | 981 |
| Constellation Energy Corp | CEG | Shares | $693K | 2K |
| Amphenol Corp | APH | Shares | $667K | 5K |
| Linde Plc | Shares | $660K | 1K | |
| Equinix Inc | EQIX | Shares | $655K | 668 |
| Ralph Lauren Corp | RL | Shares | $647K | 2K |
| Freeport Mcmoran Inc | FCX | Shares | $608K | 10K |
| Agnico Eagle Mines Ltd | AEM | Shares | $607K | 3K |
| American Tower Corp | AMT | Shares | $552K | 3K |
| Robinhood Mkts Inc | HOOD | Shares | $495K | 7K |
| Fidelity Covington Trust | FTEC | Shares | $410K | 2K |
| Deere & Co | DE | Shares | $369K | 654 |
| Ishares Tr | EFA | Shares | $317K | 3K |
| Ishares Tr | IWV | Shares | $290K | 781 |
| Waste Mgmt Inc Del | WM | Shares | $284K | 1K |
| Home Depot Inc | HD | Shares | $275K | 837 |
| First Horizon Corporation | FHN | Shares | $260K | 11K |
| Goldman Sachs Group Inc | GS | Shares | $256K | 303 |
| Corning Inc | GLW | Shares | $242K | 2K |
| Ishares Gold Tr | IAU | Shares | $239K | 3K |
| Costco Wholesale Corporation | COST | Shares | $204K | 205 |
| Procter & Gamble Co | PG | Shares | $200K | 1K |
| Republic Svcs Inc | RSG | Shares | $197K | 900 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.