Acumen Wealth Advisors, LLC - Q42025 Holdings

Acumen Wealth Advisors, LLC holds 521 stocks with a total portfolio value of $ 347.19M as of Q42025. In Q42025, Acumen Wealth Advisors, LLC added 521 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 14.28% of the total portfolio.