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.
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.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1939202/holdings"
Use Arkolith to show Acumen Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $34.6M | 349.3K | 7.3% | ▲+0.4% Added · +1K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $25.3M | 33.8K | 5.4% | ▼−56% Reduced · −43K sh | |
| 3 | RBB Fund Trust FIRS EAGL OV ETF | $23.6M | 442.7K | 5.0% | ▲12× Added · +407K sh | |
| 4 | Nvidia Corporation COM | $21.8M | 109.0K | 4.6% | ▲+177% Added · +70K sh | |
| 5 | American Centy ETF TR US SML CP VALU | $20.1M | 161.2K | 4.3% | ▲798× Added · +161K sh | |
| 6 | American Centy ETF TR AVANTIS ALL INT | $16.2M | 197.1K | 3.4% | ▲10× Added · +177K sh | |
| 7 | Apple Inc COM | $15.7M | 54.2K | 3.3% | ▲+6.6% Added · +3K sh | |
| 8 | Alphabet Inc CAP STK CL A | $15.4M | 43.2K | 3.3% | ▼−0.3% Reduced · −123 sh | |
| 9 | Fidelity Covington Trust FUN SMA MID ETF | $15.2M | 397.4K | 3.2% | ▲New New position | |
| 10 | Vanguard Mun BD FDS TAX EXEMPT BD | $13.1M | 258.5K | 2.8% | ▲+55% Added · +91K sh | |
| 11 | Microsoft Corp COM | $12.4M | 33.2K | 2.6% | ▼−11% Reduced · −4K sh | |
| 12 | Broadcom Inc COM | $11.0M | 29.2K | 2.3% | ▲+17% Added · +4K sh | |
| 13 | Amazon Com Inc COM | $10.9M | 45.6K | 2.3% | ▲+4.2% Added · +2K sh | |
| 14 | Ishares Inc CORE MSCI EMKT | $10.4M | 126.1K | 2.2% | ▲835× Added · +126K sh | |
| 15 | Micron Technology Inc COM | $10.2M | 8.8K | 2.2% | ▲+165% Added · +5K sh | |
| 16 | Lam Research Corp COM NEW | $10.2M | 23.5K | 2.2% | ▼−35% Reduced · −13K sh | |
| 17 | Pgim ETF TR PGIM ULTRA SH BD | $8.3M | 167.1K | 1.8% | ▲+158% Added · +102K sh | |
| 18 | Dell Technologies Inc CL C | $7.6M | 17.6K | 1.6% | ▲+174% Added · +11K sh | |
| 19 | Taiwan Semiconductor Manufac SPONSORED ADS | $7.3M | 15.3K | 1.5% | ▼−40% Reduced · −10K sh | |
| 20 | Kla Corp COM NEW | $7.0M | 23.3K | 1.5% | ▲11× Added · +21K sh | |
| 21 | Tesla Inc COM | $6.7M | 15.9K | 1.4% | ▲+70% Added · +7K sh | |
| 22 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $6.3M | 82.5K | 1.3% | ▲+645% Added · +71K sh | |
| 23 | Meta Platforms Inc CL A | $6.2M | 11.1K | 1.3% | ▼−35% Reduced · −6K sh | |
| 24 | Johnson & Johnson COM | $5.6M | 22.2K | 1.2% | ▼−38% Reduced · −13K sh | |
| 25 | Cass Information Sys Inc COM | $5.4M | 105.6K | 1.1% | ▼−0.2% Reduced · −200 sh | |
| 26 | JPMorgan Chase & Co COM | $4.9M | 14.8K | 1.0% | ▲+107% Added · +8K sh | |
| 27 | Eli Lilly & Co COM | $4.8M | 4.0K | 1.0% | ▼−8.5% Reduced · −372 sh | |
| 28 | Visa Inc COM CL A | $4.7M | 13.8K | 1.0% | ▼−21% Reduced · −4K sh | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $4.3M | 8.6K | 0.9% | ▼−52% Reduced · −9K sh | |
| 30 | Ge Vernova Inc COM | $4.2M | 3.5K | 0.9% | ▲+173% Added · +2K sh | |
| 31 | US Bancorp COM NEW | $3.9M | 64.5K | 0.8% | ▼−31% Reduced · −29K sh | |
| 32 | ASML Hldg NV N Y REGISTRY SHS | $3.8M | 1.9K | 0.8% | ▲+173% Added · +1K sh | |
| 33 | Arista Networks Inc COM SHS | $3.4M | 20.3K | 0.7% | ▲+185% Added · +13K sh | |
| 34 | Coca Cola Co COM | $3.4M | 41.1K | 0.7% | ▼−16% Reduced · −8K sh | |
| 35 | Hilton Worldwide Hldgs Inc COM | $3.4M | 10.1K | 0.7% | ▼−14% Reduced · −2K sh | |
| 36 | Eaton Corp PLC SHS | $3.3M | 7.7K | 0.7% | ▲+150% Added · +5K sh | |
| 37 | Vertiv Holdings Co COM CL A | $3.3M | 9.8K | 0.7% | ▲+181% Added · +6K sh | |
| 38 | RTX Corporation COM | $3.2M | 16.8K | 0.7% | ▲New New position | |
| 39 | TJX Cos Inc New COM | $3.0M | 19.9K | 0.6% | ▼−10% Reduced · −2K sh | |
| 40 | Citigroup Inc COM NEW | $2.9M | 20.6K | 0.6% | ▲+123% Added · +11K sh | |
| 41 | BlackRock Inc COM | $2.8M | 2.9K | 0.6% | ▲+167% Added · +2K sh | |
| 42 | Quest Diagnostics Inc COM | $2.8M | 13.0K | 0.6% | ▲+4.0% Added · +494 sh | |
| 43 | Amphenol Corp CL A | $2.7M | 15.5K | 0.6% | ▲+193% Added · +10K sh | |
| 44 | Parker-Hannifin Corp COM | $2.6M | 2.6K | 0.5% | ▲+139% Added · +2K sh | |
| 45 | Thermo Fisher Scientific Inc COM | $2.5M | 5.0K | 0.5% | ▼−61% Reduced · −8K sh | |
| 46 | Wells Fargo & Co COM | $2.5M | 30.1K | 0.5% | ▲+136% Added · +17K sh | |
| 47 | Walmart Inc COM | $2.5M | 21.8K | 0.5% | ▲+109% Added · +11K sh | |
| 48 | Abbvie Inc COM | $2.4M | 9.7K | 0.5% | ▲+130% Added · +5K sh | |
| 49 | Targa Res Corp COM | $2.4M | 9.0K | 0.5% | ▲+171% Added · +6K sh | |
| 50 | Intuitive Surgical Inc COM NEW | $2.2M | 5.6K | 0.5% | ▼−18% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
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.