Arkolith/Funds/Acumen Wealth Advisors, LLC

Acumen Wealth Advisors, LLC

CIK 1939202Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Acumen Wealth Advisors, LLC holds a diversified book of 490 stocks worth $471.8M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Fidelity FNDM SM Mid Cap ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core U.S. Aggregate at 7% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Acumen Wealth Advisors, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1939202/holdings"
Ask your agent
Use Arkolith to show Acumen Wealth Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
96
new positions
Added to
122
existing
Trimmed
139
reduced
Sold out
42
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+5.8%
+12.6%/yr · since Feb '26
Their reported book
+3.2%
held from quarter-end
S&P 500
+11.4%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Aug '26
Acumen Wealth Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.6 points over this window.

Growth of $10,000 cloning Acumen Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
43%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

61% mapped to company sectors

ETF / fund or unclassified
39%
Information Technology
30%
Industrials
7%
Consumer Discretionary
6%
Financials
6%
Health Care
5%
Utilities
2%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

490 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE US AGGBD ET
$34.6M349.3K
7.3%
+0.4%
Added · +1K sh
2Ishares TR
CORE S&P500 ETF
$25.3M33.8K
5.4%
−56%
Reduced · −43K sh
3RBB Fund Trust
FIRS EAGL OV ETF
$23.6M442.7K
5.0%
12×
Added · +407K sh
4Nvidia Corporation
COM
$21.8M109.0K
4.6%
+177%
Added · +70K sh
5American Centy ETF TR
US SML CP VALU
$20.1M161.2K
4.3%
798×
Added · +161K sh
6American Centy ETF TR
AVANTIS ALL INT
$16.2M197.1K
3.4%
10×
Added · +177K sh
7Apple Inc
COM
$15.7M54.2K
3.3%
+6.6%
Added · +3K sh
8Alphabet Inc
CAP STK CL A
$15.4M43.2K
3.3%
−0.3%
Reduced · −123 sh
9Fidelity Covington Trust
FUN SMA MID ETF
$15.2M397.4K
3.2%
New
New position
10Vanguard Mun BD FDS
TAX EXEMPT BD
$13.1M258.5K
2.8%
+55%
Added · +91K sh
11Microsoft Corp
COM
$12.4M33.2K
2.6%
−11%
Reduced · −4K sh
12Broadcom Inc
COM
$11.0M29.2K
2.3%
+17%
Added · +4K sh
13Amazon Com Inc
COM
$10.9M45.6K
2.3%
+4.2%
Added · +2K sh
14Ishares Inc
CORE MSCI EMKT
$10.4M126.1K
2.2%
835×
Added · +126K sh
15Micron Technology Inc
COM
$10.2M8.8K
2.2%
+165%
Added · +5K sh
16Lam Research Corp
COM NEW
$10.2M23.5K
2.2%
−35%
Reduced · −13K sh
17Pgim ETF TR
PGIM ULTRA SH BD
$8.3M167.1K
1.8%
+158%
Added · +102K sh
18Dell Technologies Inc
CL C
$7.6M17.6K
1.6%
+174%
Added · +11K sh
19Taiwan Semiconductor Manufac
SPONSORED ADS
$7.3M15.3K
1.5%
−40%
Reduced · −10K sh
20Kla Corp
COM NEW
$7.0M23.3K
1.5%
11×
Added · +21K sh
21Tesla Inc
COM
$6.7M15.9K
1.4%
+70%
Added · +7K sh
22Vanguard Mun BD FDS
SHORT TAX EXEMPT
$6.3M82.5K
1.3%
+645%
Added · +71K sh
23Meta Platforms Inc
CL A
$6.2M11.1K
1.3%
−35%
Reduced · −6K sh
24Johnson & Johnson
COM
$5.6M22.2K
1.2%
−38%
Reduced · −13K sh
25Cass Information Sys Inc
COM
$5.4M105.6K
1.1%
−0.2%
Reduced · −200 sh
26JPMorgan Chase & Co
COM
$4.9M14.8K
1.0%
+107%
Added · +8K sh
27Eli Lilly & Co
COM
$4.8M4.0K
1.0%
−8.5%
Reduced · −372 sh
28Visa Inc
COM CL A
$4.7M13.8K
1.0%
−21%
Reduced · −4K sh
29Berkshire Hathaway Inc Del
CL B NEW
$4.3M8.6K
0.9%
−52%
Reduced · −9K sh
30Ge Vernova Inc
COM
$4.2M3.5K
0.9%
+173%
Added · +2K sh
31US Bancorp
COM NEW
$3.9M64.5K
0.8%
−31%
Reduced · −29K sh
32ASML Hldg NV
N Y REGISTRY SHS
$3.8M1.9K
0.8%
+173%
Added · +1K sh
33Arista Networks Inc
COM SHS
$3.4M20.3K
0.7%
+185%
Added · +13K sh
34Coca Cola Co
COM
$3.4M41.1K
0.7%
−16%
Reduced · −8K sh
35Hilton Worldwide Hldgs Inc
COM
$3.4M10.1K
0.7%
−14%
Reduced · −2K sh
36Eaton Corp PLC
SHS
$3.3M7.7K
0.7%
+150%
Added · +5K sh
37Vertiv Holdings Co
COM CL A
$3.3M9.8K
0.7%
+181%
Added · +6K sh
38RTX Corporation
COM
$3.2M16.8K
0.7%
New
New position
39TJX Cos Inc New
COM
$3.0M19.9K
0.6%
−10%
Reduced · −2K sh
40Citigroup Inc
COM NEW
$2.9M20.6K
0.6%
+123%
Added · +11K sh
41BlackRock Inc
COM
$2.8M2.9K
0.6%
+167%
Added · +2K sh
42Quest Diagnostics Inc
COM
$2.8M13.0K
0.6%
+4.0%
Added · +494 sh
43Amphenol Corp
CL A
$2.7M15.5K
0.6%
+193%
Added · +10K sh
44Parker-Hannifin Corp
COM
$2.6M2.6K
0.5%
+139%
Added · +2K sh
45Thermo Fisher Scientific Inc
COM
$2.5M5.0K
0.5%
−61%
Reduced · −8K sh
46Wells Fargo & Co
COM
$2.5M30.1K
0.5%
+136%
Added · +17K sh
47Walmart Inc
COM
$2.5M21.8K
0.5%
+109%
Added · +11K sh
48Abbvie Inc
COM
$2.4M9.7K
0.5%
+130%
Added · +5K sh
49Targa Res Corp
COM
$2.4M9.0K
0.5%
+171%
Added · +6K sh
50Intuitive Surgical Inc
COM NEW
$2.2M5.6K
0.5%
−18%
Reduced · −1K sh
Showing 50 of 490 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026493$471.8M13F-HR
Q1 2026Mar 31, 2026May 13, 2026513$371.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026564$347.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.