Acumen Wealth Advisors, LLC - Q12026 Holdings

Acumen Wealth Advisors, LLC holds 437 stocks with a total portfolio value of $ 371.78M as of Q12026. In Q12026, Acumen Wealth Advisors, LLC added 65 new positions, increased stakes in 122 stocks, reduced 138 holdings, and fully exited 149 positions. The largest holding is Ishares Tr (IVV), representing 13.42% of the total portfolio.