Acumen Wealth Advisors, LLC
Long book
$371.8M
Q1 2026
Positions
439
Top-10 weight
47%
concentration
Last quarter
+13.5%
SPY +14.8%
Turnover
38%
of book per quarter
Strategy in plain words
auto-generated from filingsAcumen Wealth Advisors, LLC is an institutional manager, running a $371.8M US long book across 439 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHARES CORE U.S. AGGREGATE, MICROSOFT CORP, APPLE INC, ALPHABET INC-CL A.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-4.2%
Q1 2026
+13.5%
Sector allocation
Technology 36%
Financials 13%
Healthcare 13%
Services media 10%
Industrials 9%
Consumer discretionary 7%
Other 5%
Consumer staples 3%
Long book by quarter
What does Acumen Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 37.5K | $13.9M | 3.7% | +12.6% |
| AAPL APPLE INC | Technology | 50.8K | $12.9M | 3.5% | +11.6% |
| GOOGL ALPHABET INC-CL A | Technology | 43.3K | $12.5M | 3.3% | +1.7% |
| META META PLATFORMS INC-CLASS A | Technology | 17.0K | $9.7M | 2.6% | +3.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 43.8K | $9.1M | 2.5% | +18.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 35.7K | $8.7M | 2.3% | -11.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 17.9K | $8.6M | 2.3% | -30.0% |
| LRCX LAM RESEARCH CORP | Industrials | 36.2K | $7.7M | 2.1% | -29.1% |
| AVGO BROADCOM INC | Technology | 24.9K | $7.7M | 2.1% | +14.2% |
| NVDA NVIDIA CORP | Technology | 39.3K | $6.9M | 1.8% | +482.6% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 12.6K | $6.2M | 1.7% | -14.7% |
| V VISA INC-CLASS A SHARES | Services media | 17.5K | $5.3M | 1.4% | +8.6% |
| USB US BANCORP | Financials | 93.6K | $4.9M | 1.3% | -10.1% |
| CASS CASS INFORMATION SYSTEMS INC | Services media | 105.8K | $4.7M | 1.3% | -5.7% |
| ABT ABBOTT LABORATORIES | Healthcare | 45.0K | $4.6M | 1.2% | -7.8% |
| LLY ELI LILLY & CO | Healthcare | 4.4K | $4.0M | 1.1% | +3.3% |
| TXN TEXAS INSTRUMENTS INC | Technology | 20.1K | $3.9M | 1.1% | -28.1% |
| CRM SALESFORCE INC | Technology | 20.2K | $3.8M | 1.0% | -9.1% |
| KO COCA-COLA CO/THE | Consumer staples | 48.9K | $3.7M | 1.0% | -9.2% |
| HLT HILTON WORLDWIDE HOLDINGS IN | Services media | 11.9K | $3.6M | 1.0% | -7.3% |
| TJX TJX COMPANIES INC | Consumer discretionary | 22.3K | $3.6M | 1.0% | -5.0% |
| TSLA TESLA INC | Industrials | 9.4K | $3.5M | 0.9% | +1638.3% |
| MRK MERCK & CO. INC. | Healthcare | 27.2K | $3.3M | 0.9% | -25.5% |
| KLAC KLA CORP | Other | 2.1K | $3.2M | 0.8% | -16.5% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 6.8K | $3.1M | 0.8% | -1.2% |
| UNH UNITEDHEALTH GROUP INC | Financials | 11.3K | $3.0M | 0.8% | -29.6% |
| UBER UBER TECHNOLOGIES INC | Services media | 40.0K | $2.9M | 0.8% | +21.6% |
| CI THE CIGNA GROUP | Financials | 9.3K | $2.5M | 0.7% | -8.8% |
| DGX QUEST DIAGNOSTICS INC | Healthcare | 12.5K | $2.5M | 0.7% | +10.4% |
| NFLX NETFLIX INC | Services media | 25.2K | $2.4M | 0.7% | +3252.2% |
| ACN ACCENTURE PLC-CL A | Services media | 11.8K | $2.3M | 0.6% | -35.2% |
| STZ CONSTELLATION BRANDS INC-A | Consumer staples | 14.2K | $2.1M | 0.6% | -32.3% |
| JPM JPMORGAN CHASE & CO | Financials | 7.2K | $2.1M | 0.6% | +171.0% |
| ELV ELEVANCE HEALTH INC | Financials | 6.9K | $2.0M | 0.5% | -51.5% |
| MA MASTERCARD INC - A | Services media | 3.0K | $1.5M | 0.4% | +1818.2% |
| SNPS SYNOPSYS INC | Technology | 3.4K | $1.3M | 0.4% | New |
| WMT WALMART INC | Consumer discretionary | 10.4K | $1.3M | 0.3% | +254.4% |
| RTX RTX CORPORATION | Industrials | 6.5K | $1.2M | 0.3% | New |
| TW TRADEWEB MARKETS INC-CLASS A | Financials | 10.0K | $1.2M | 0.3% | -26.7% |
| GOOG ALPHABET INC-CL C | Technology | 4.1K | $1.2M | 0.3% | +25.9% |
| GEV GE VERNOVA INC | Industrials | 1.3K | $1.1M | 0.3% | +473.1% |
| MU MICRON TECHNOLOGY INC | Technology | 3.3K | $1.1M | 0.3% | +456.4% |
| ETN EATON CORP PLC | Industrials | 3.1K | $1.1M | 0.3% | +409.1% |
| NEE NEXTERA ENERGY INC | Utilities | 11.7K | $1.1M | 0.3% | +185.5% |
| BLK BLACKROCK INC | Financials | 1.1K | $1.1M | 0.3% | +919.4% |
| DELL DELL TECHNOLOGIES -C | Technology | 6.4K | $1.1M | 0.3% | +681.8% |
| C CITIGROUP INC | Financials | 9.2K | $1.0M | 0.3% | +276.0% |
| WFC WELLS FARGO & CO | Financials | 12.7K | $1.0M | 0.3% | -57.5% |
| PH PARKER HANNIFIN CORP | Industrials | 1.1K | $989K | 0.3% | +750.0% |
| XOM EXXON MOBIL CORP | Energy | 5.8K | $976K | 0.3% | +642.9% |
13F filing history
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