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 51–100 of 525
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 200 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 599 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 981 | $100K–$500K | SH |
| IJH | ISHARES TR | 2K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| GLW | CORNING INC | 2K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 5K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 6K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 227 | $100K–$500K | SH |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 6K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 942 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 1K | $100K–$500K | SH |
| MPLX | MPLX LP | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 440 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 8K | $100K–$500K | SH |
| LOW | LOWES COS INC | 551 | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 1K | $100K–$500K | SH |
| IHE | ISHARES TR | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 1K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 620 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 1K | $100K–$500K | SH |
| T | AT&T INC | 5K | $100K–$500K | SH |
| IXN | ISHARES TR | 1K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 108 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 253 | $100K–$500K | SH |
| PULS | PGIM ETF TR | 2K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 130 | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| FDX | FEDEX CORP | 385 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 1K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 1K | $100K–$500K | SH |
| UL | UNILEVER PLC | 2K | $100K–$500K | SH |
| FLS | FLOWSERVE CORP | 2K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 824 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 544 | $50K–$100K | SH |
| GLD | SPDR GOLD TR | 250 | $50K–$100K | SH |
| ABT | ABBOTT LABS | 773 | $50K–$100K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 1K | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC | 382 | $50K–$100K | SH |
| WMB | WILLIAMS COS INC | 2K | $50K–$100K | SH |
| SLV | ISHARES SILVER TR | 1K | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP | 774 | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP | 189 | $50K–$100K | SH |
| MA | MASTERCARD INCORPORATED | 159 | $50K–$100K | SH |
| PEP | PEPSICO INC | 607 | $50K–$100K | SH |
| LNT | ALLIANT ENERGY CORP | 1K | $50K–$100K | SH |
| ACWX | ISHARES TR | 1K | $50K–$100K | SH |
| MO | ALTRIA GROUP INC | 1K | $50K–$100K | SH |
| ASML | ASML HOLDING N V | 79 | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 471 | $50K–$100K | SH |