Acumen Wealth Advisors, LLC
CIK: 0001939202SEC EDGAR →
Portfolio Value
$347K
Holdings
525
As of
Q4 2025
New Positions
525
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 342,659 | $34.2M | 9857.54% |
| 2 | MICROSOFT CORP | 33,339 | $16.1M | 4643.62% |
| 3 | ALPHABET INC | 42,575 | $13.3M | 3838.00% |
| 4 | APPLE INC | 45,563 | $12.4M | 3567.54% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 33,524 | $10.2M | 2941.36% |
| 6 | LAM RESEARCH CORP | 51,051 | $8.8M | 2520.55% |
| 7 | AMAZON COM INC | 36,869 | $8.5M | 2450.85% |
| 8 | JOHNSON & JOHNSON | 40,284 | $8.3M | 2401.02% |
| 9 | BROADCOM INC | 21,772 | $7.5M | 2170.02% |
| 10 | VANGUARD MUN BD FDS | 146,149 | $7.3M | 2116.73% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 80 | $80.8M | 32.6% |
| Financial Services | 134 | $72.0M | 29.1% |
| Healthcare | 54 | $39.8M | 16.1% |
| Consumer Cyclical | 41 | $16.8M | 6.8% |
| Communication Services | 17 | $14.8M | 6.0% |
| Consumer Defensive | 26 | $13.4M | 5.4% |
| Industrials | 60 | $6.6M | 2.6% |
| Energy | 30 | $1.2M | 0.5% |
| Unknown | 29 | $1.2M | 0.5% |
| Utilities | 20 | $829K | 0.3% |
| Basic Materials | 18 | $232K | 0.1% |
| Real Estate | 16 | $149K | 0.1% |