Acumen Wealth Advisors, LLC holds a diversified book of 490 reported positions worth $471.8M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter Applied Aerospace & Defense first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2026 would be +6% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Acumen Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 1.5 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
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Acumen Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 12 / 80 | $641.6M |
| Prospect Hill Management, LLC | 10 / 80 | $247.6M |
| Swiss Re Ltd | 57 / 80 | $1.1B |
| Draper Asset Management, LLC | 12 / 80 | $183.7M |
| New World Advisors LLC | 44 / 80 | $540.4M |
| Uhlmann Price Securities, LLC | 41 / 80 | $2.5B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Outlook Capital Management, LLC | 15 / 80 | $280.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Acumen Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.