CIK 1939202
Acumen Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
525
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 525
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 72K | $1M+ | SH |
| AGG | ISHARES TR | 343K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 26K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 146K | $1M+ | SH |
| CASS | CASS INFORMATION SYS INC | 112K | $1M+ | SH |
| USFR | WISDOMTREE TR | 68K | $1M+ | SH |
| AAPL | APPLE INC | 9K | $1M+ | SH |
| QLTY | GMO ETF TRUST | 54K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| IWB | ISHARES TR | 4K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 7K | $1M+ | SH |
| TFLO | ISHARES TR | 23K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $1M+ | SH |
| DSI | ISHARES TR | 7K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 11K | $500K+ | SH |
| META | META PLATFORMS INC | 874 | $500K+ | SH |
| CAT | CATERPILLAR INC | 981 | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 4K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| FTEC | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 404 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 643 | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| DE | DEERE & CO | 697 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 939 | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 11K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 303 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| IWV | ISHARES TR | 665 | $100K–$500K | SH |
| TSLA | TESLA INC | 538 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 596 | $100K–$500K | SH |
| ETN | EATON CORP PLC | 604 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 900 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 652 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 924 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |