13F-HR filed by Acumen Wealth Advisors, LLC
Acumen Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 525 holding rows worth $347,186,294.
- Accession
- 0001939202-26-000002
- Filer
- CIK 1939202
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 564 entries on the cover page, a total value of $347,186,294 stated on the cover page (in dollars after the unit check, H1), rows summing to $347,186,294 with VALUE read as dollars as filed, 13F file number 028-26352. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerGrantham, Mayo, Van Otterloo & Co. LLC
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIRST SOLAR INC COM | 336433107 | Stock | 1 | $262 | dollars as filed | |
| GLOBAL X FDS | 37954Y855 | LITHIUM BTRY ETF | 4 | $261 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1 | $258 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 8 | $257 | dollars as filed | |
| VERA BRADLEY INC | 92335C106 | COM | 100 | $242 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 1 | $235 | dollars as filed | |
| ARK ETF TR | 00214Q302 | GENOMIC REV ETF | 8 | $232 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 1 | $230 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 4 | $213 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 1 | $157 | dollars as filed | |
| SOLS | 83443Q103 | COM | 3 | $146 | dollars as filed | |
| VIKING THERAPEUTICS INC | 92686J106 | COM | 4 | $141 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 2 | $131 | dollars as filed | |
| ARK ETF TR | 00214Q807 | SPACE & DEFENSE | 4 | $116 | dollars as filed | |
| ARK ETF TR | 00214Q203 | AUTNMUS TECHNLGY | 1 | $115 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 5 | $99 | dollars as filed | |
| PROCURE SPACE ETF | 74280R205 | ETF | 2 | $78 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 5 | $66 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 0 | $54 | dollars as filed | Amount filed as zero, left out of ratios. |
| LUCID GROUP INC COM NEW | 549498202 | Stock | 5 | $53 | dollars as filed | |
| GREEN DOT CORP CLASS A | 39304D102 | CL A | 4 | $52 | dollars as filed | |
| UTZ BRANDS INC COM CL A | 918090101 | Stock | 0 | $34 | dollars as filed | Amount filed as zero, left out of ratios. |
| REALTY INCOME CORP COM | 756109104 | REIT | 0 | $25 | dollars as filed | Amount filed as zero, left out of ratios. |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 1 | $16 | dollars as filed | |
| RED CAT HLDGS INC | 75644T100 | COM | 1 | $8 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001939202-26-000002 | this filing | 2026-02-13 | acceptance time not in the bulk data set |