Acumen Wealth Advisors, LLC
CIK: 0001939202SEC EDGAR →
Portfolio Value
$347.2M
Holdings
525
As of
Q4 2025
New Positions
525
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 72,402 | $49.6M | 14.28% |
| 2 | ISHARES TR | 342,659 | $34.2M | 9.86% |
| 3 | MICROSOFT CORP | 33,339 | $16.1M | 4.64% |
| 4 | ALPHABET INC | 42,575 | $13.3M | 3.84% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 25,621 | $12.9M | 3.71% |
| 6 | APPLE INC | 45,563 | $12.4M | 3.57% |
| 7 | META PLATFORMS INC | 16,357 | $10.8M | 3.11% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 33,524 | $10.2M | 2.94% |
| 9 | LAM RESEARCH CORP | 51,051 | $8.8M | 2.52% |
| 10 | THERMO FISHER SCIENTIFIC INC | 14,728 | $8.5M | 2.46% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 134 | $122.2M | 35.2% |
| Technology | 80 | $87.5M | 25.2% |
| Healthcare | 54 | $56.9M | 16.4% |
| Communication Services | 17 | $25.6M | 7.4% |
| Consumer Cyclical | 41 | $16.9M | 4.9% |
| Unknown | 29 | $14.1M | 4.1% |
| Consumer Defensive | 26 | $13.6M | 3.9% |
| Industrials | 60 | $7.4M | 2.1% |
| Energy | 30 | $1.3M | 0.4% |
| Utilities | 20 | $999K | 0.3% |
| Basic Materials | 18 | $276K | 0.1% |
| Real Estate | 16 | $164K | 0.0% |