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 101–150 of 525
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USB | US BANCORP DEL | 1K | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 989 | $50K–$100K | SH |
| PNC | PNC FINL SVCS GROUP INC | 360 | $50K–$100K | SH |
| NFLX | NETFLIX INC | 753 | $50K–$100K | SH |
| SCHM | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| VTI | VANGUARD INDEX FDS | 204 | $50K–$100K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 368 | $50K–$100K | SH |
| IEMG | ISHARES INC | 976 | $50K–$100K | SH |
| AMGN | AMGEN INC | 200 | $50K–$100K | SH |
| PFE | PFIZER INC | 3K | $50K–$100K | SH |
| SCHW | SCHWAB CHARLES CORP | 649 | $50K–$100K | SH |
| IYF | ISHARES TR | 500 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 238 | $50K–$100K | SH |
| SO | SOUTHERN CO | 714 | $50K–$100K | SH |
| TXN | TEXAS INSTRS INC | 355 | $50K–$100K | SH |
| KLAC | KLA CORP | 49 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 226 | $50K–$100K | SH |
| ISRG | INTUITIVE SURGICAL INC | 103 | $50K–$100K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 861 | $50K–$100K | SH |
| BAC | BANK AMERICA CORP | 1K | $50K–$100K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 1K | $50K–$100K | SH |
| ANET | ARISTA NETWORKS INC | 416 | $50K–$100K | SH |
| LIN | LINDE PLC | 125 | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORP | 144 | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC | 217 | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC | 949 | $15K–$50K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 79 | $15K–$50K | SH |
| SCHV | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 378 | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP | 264 | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 150 | $15K–$50K | SH |
| SAP | SAP SE | 181 | $15K–$50K | SH |
| CIEN | CIENA CORP | 171 | $15K–$50K | SH |
| SCHX | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| VBK | VANGUARD INDEX FDS | 130 | $15K–$50K | SH |
| PLD | PROLOGIS INC. | 302 | $15K–$50K | SH |
| RL | RALPH LAUREN CORP | 107 | $15K–$50K | SH |
| FN | FABRINET | 81 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 437 | $15K–$50K | SH |
| UBER | UBER TECHNOLOGIES INC | 439 | $15K–$50K | SH |
| TMUS | T-MOBILE US INC | 176 | $15K–$50K | SH |
| BKR | BAKER HUGHES COMPANY | 777 | $15K–$50K | SH |
| DY | DYCOM INDS INC | 104 | $15K–$50K | SH |
| MYRG | MYR GROUP INC DEL | 159 | $15K–$50K | SH |
| PAYX | PAYCHEX INC | 307 | $15K–$50K | SH |
| VRT | VERTIV HOLDINGS CO | 211 | $15K–$50K | SH |
| XBI | SPDR SERIES TRUST | 275 | $15K–$50K | SH |
| MET | METLIFE INC | 420 | $15K–$50K | SH |
| CME | CME GROUP INC | 121 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 144 | $15K–$50K | SH |