StockDriftsStockDriftsTop 50 Acumen Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 7.33% | 349.3K | $34.6M | +0.39%(+1.36K) | $100.05(-2.63%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.36% | 33.8K | $25.3M | -55.74%(-42.56K) | $676.70(+14.87%) | 2026-06-30 | |
| FEOE | RBB FUND TRUST | 5.01% | 442.7K | $23.6M | +1147.37%(+407.19K) | $51.16(+10.03%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.62% | 109.0K | $21.8M | +177.28%(+69.71K) | $182.22(+20.99%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.26% | 161.2K | $20.1M | +79681.68%(+160.96K) | $116.50(+9.41%) | 2026-06-30 | |
| AVNM | AMERICAN CENTY ETF TR | 3.44% | 197.1K | $16.2M | +900.88%(+177.44K) | $77.82(+8.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.33% | 54.2K | $15.7M | +6.64%(+3.37K) | $263.50(+16.38%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.27% | 43.2K | $15.4M | -0.28%(-123) | $278.79(+26.07%) | 2026-06-30 | |
| FFSM | FIDELITY COVINGTON TRUST | 3.22% | 397.4K | $15.2M | new | $34.48(+10.08%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.77% | 258.5K | $13.1M | +54.55%(+91.25K) | $50.17(-0.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.50% |
Acumen Wealth Advisors, LLC reports $471.77M in US-listed equity holdings across 493 positions in its most recent 13F filing. Its largest disclosed positions are AGG (7.3%), IVV (5.4%) and FEOE (5.0%). The top 20 holdings account for 62.83% of reported assets. Its disclosed equity book has returned +7.52% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Acumen Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1939202). View Acumen Wealth Advisors, LLC’s 13F filings on SEC