Acumen Wealth Advisors, LLC
Follow13F filer, CIK 1939202, CHATTANOOGA, TN
Acumen Wealth Advisors, LLC reported $371,782,328 across 439 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 46.66% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001939202-26-000003
- Period
- 2026-03-31
- Reported value
- $372M
- Holdings
- 439
- Top 10 weight
- 46.66%
- New
- 72
- Sold out
- 158
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VEAadded | +171,215 | $11M |
| IJRadded | +81,324 | $10.1M |
| NVDAadded | +32,574 | $5.68M |
| TSLAadded | +8,814 | $3.28M |
| PULSadded | +62,562 | $3.11M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BRK-Breduced | -7,691 | -$3.69M |
| ASMLreduced | -2,410 | -$3.18M |
| LRCXreduced | -14,866 | -$3.18M |
| TSMreduced | -8,283 | -$2.81M |
| USFRreduced | -47,935 | -$2.41M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 439 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IWBISHARES TR | 3,640 | $1.36M | shares |
| TRVTRAVELERS COMPANIES INC | 652 | $189K | shares |
| ARLPALLIANCE RESOURCE PARTNERS L | 6,200 | $144K | shares |
| ETENERGY TRANSFER L P | 8,140 | $134K | shares |
| RTXRTX CORPORATION | 544 | $99.8K | shares |
| SOSOUTHERN CO | 714 | $62.3K | shares |
| MICCMAGNUM ICE CREAM CO NV | 2,202 | $34.9K | shares |
| MDTMEDTRONIC PLC | 304 | $29.4K | shares |
| VOTVANGUARD INDEX FDS | 105 | $29.3K | shares |
| IOTSAMSARA INC | 791 | $28K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 267 | $24.5K | shares |
| ADBEADOBE INC | 70 | $24.5K | shares |
| LHLABCORP HOLDINGS INC | 92 | $23.1K | shares |
| CMCSACOMCAST CORP NEW | 771 | $23K | shares |
| AEEAMEREN CORP | 225 | $22.5K | shares |
| CTVACORTEVA INC | 309 | $20.7K | shares |
| REVGREV GROUP INC | 329 | $20K | shares |
| ACWVISHARES INC | 159 | $18.9K | shares |
| APPAPPLOVIN CORP | 27 | $18.2K | shares |
| BCSBARCLAYS PLC | 704 | $17.9K | shares |
| URIUNITED RENTALS INC | 20 | $16.2K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 47 | $15.5K | shares |
| SNVSYNOVUS FINANCIAL CORP | 301 | $15.1K | shares |
| ZTSZOETIS INC | 112 | $14.1K | shares |
| CVNACARVANA CO | 32 | $13.5K | shares |
| ITGRINTEGER HLDGS CORP | 165 | $12.9K | shares |
| ICOPISHARES TR | 285 | $12.6K | shares |
| NMRKNEWMARK GROUP INC | 700 | $12.1K | shares |
| AWIARMSTRONG WORLD INDS INC NEW | 59 | $11.3K | shares |
| FIVNFIVE9 INC | 540 | $10.8K | shares |
| PGNYPROGYNY INC | 410 | $10.5K | shares |
| SNYSANOFI SA | 216 | $10.5K | shares |
| NWGNATWEST GROUP PLC | 598 | $10.5K | shares |
| HHYATT HOTELS CORP | 65 | $10.4K | shares |
| MELIMERCADOLIBRE INC | 5 | $10.1K | shares |
| HNIHNI CORP | 237 | $9.96K | shares |
| PNTGPENNANT GROUP INC | 331 | $9.32K | shares |
| PANWPALO ALTO NETWORKS INC | 47 | $8.66K | shares |
| CXMSPRINKLR INC | 1,089 | $8.47K | shares |
| LRNSTRIDE INC | 130 | $8.44K | shares |
| YELPYELP INC | 263 | $7.99K | shares |
| WECWEC ENERGY GROUP INC | 69 | $7.28K | shares |
| FUTUFUTU HLDGS LTD | 44 | $7.23K | shares |
| BROBROWN & BROWN INC | 90 | $7.17K | shares |
| CUKCARNIVAL PLC | 215 | $6.52K | shares |
| ESLTELBIT SYS LTD | 11 | $6.36K | shares |
| PEGAPEGASYSTEMS INC | 104 | $6.21K | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 73 | $6.16K | shares |
| ARKFARK ETF TR | 125 | $5.95K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 13 | $5.8K | shares |
| LTMLATAM AIRLINES GROUP SA | 104 | $5.76K | shares |
| VLTOVERALTO CORP | 56 | $5.59K | shares |
| EDUNEW ORIENTAL ED & TECHNOLOGY | 94 | $5.17K | shares |
| AKO-BEMBOTELLADORA ANDINA S A | 184 | $5.13K | shares |
| TCOMTRIP COM GROUP LTD | 71 | $5.11K | shares |
| OMABGRUPO AEROPORTUARIO DEL CENT | 46 | $5K | shares |
| APTVAPTIV PLC | 65 | $4.95K | shares |
| BLCNSIREN ETF TR | 204 | $4.89K | shares |
| ENBENBRIDGE INC | 102 | $4.88K | shares |
| MBLYMOBILEYE GLOBAL INC | 429 | $4.48K | shares |
| MDLZMONDELEZ INTL INC | 74 | $4.02K | shares |
| ICLRICON PUB LTD CO | 22 | $4.01K | shares |
| MLCOMELCO RESORTS AND ENTMNT LTD | 527 | $3.99K | shares |
| GDGENERAL DYNAMICS CORP | 10 | $3.37K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 23 | $3.21K | shares |
| AXSAXIS CAP HLDGS LTD | 29 | $3.12K | shares |
| WBDWARNER BROS DISCOVERY INC | 100 | $2.88K | shares |
| SSBSOUTHSTATE BK CORP | 30 | $2.82K | shares |
| SOFISOFI TECHNOLOGIES INC | 105 | $2.75K | shares |
| IWNISHARES TR | 14 | $2.54K | shares |
| PSMTPRICESMART INC | 20 | $2.45K | shares |
| AVBAVALONBAY CMNTYS INC | 13 | $2.38K | shares |
| HDVISHARES TR | 18 | $2.19K | shares |
| SUSUNCOR ENERGY INC NEW | 49 | $2.17K | shares |
| VZVERIZON COMMUNICATIONS INC | 42 | $1.71K | shares |
| VGTVANGUARD WORLD FD | 2 | $1.51K | shares |
| ADSKAUTODESK INC | 5 | $1.48K | shares |
| VUGVANGUARD INDEX FDS | 3 | $1.46K | shares |
| APOAPOLLO GLOBAL MGMT INC | 10 | $1.45K | shares |
| JCIJOHNSON CONTROLS INTERNATION | 12 | $1.44K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 3 | $1.41K | shares |
| UPSUNITED PARCEL SVCS INC | 13 | $1.29K | shares |
| SOXXISHARES TR | 4 | $1.21K | shares |
| OKEONEOK INC NEW | 16 | $1.18K | shares |
| KVUEKENVUE INC | 67 | $1.16K | shares |
| NOCNORTHROP GRUMMAN CORP | 2 | $1.14K | shares |
| DRIDARDEN RESTAURANTS INC | 6 | $1.1K | shares |
| PYPLPAYPAL HLDGS INC | 18 | $1.05K | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 11 | $992 | shares |
| TGTTARGET CORP | 10 | $978 | shares |
| WPCWP CAREY INC | 14 | $914 | shares |
| TFCTRUIST FINL CORP | 18 | $886 | shares |
| TANINVESCO EXCH TRADED FD TR II | 18 | $885 | shares |
| SNOWSNOWFLAKE INC | 4 | $878 | shares |
| CTRACOTERRA ENERGY INC | 33 | $869 | shares |
| CFLTCONFLUENT INC-CLASS A | 28 | $847 | shares |
| ROBOEXCHANGE TRADED CONCEPTS TRU | 12 | $832 | shares |
| AGNCAGNC INVT CORP | 76 | $824 | shares |
| ABNBAIRBNB INC | 6 | $815 | shares |
| ARESARES MANAGEMENT CORPORATION | 5 | $809 | shares |
| VSTVISTRA CORP | 5 | $807 | shares |
| DDDUPONT DE NEMOURS INC | 20 | $804 | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 2 | $796 | shares |
| CTASCINTAS CORP | 4 | $753 | shares |
| HSYHERSHEY CO | 4 | $728 | shares |
| EMQQEXCHANGE TRADED CONCEPTS TRU | 18 | $727 | shares |
| HMCHONDA MOTOR CO LTD | 24 | $708 | shares |
| GLGLOBE LIFE INC | 5 | $700 | shares |
| BF-BBROWN FORMAN CORP | 26 | $684 | shares |
| IDXXIDEXX LABS INC | 1 | $677 | shares |
| NBISNEBIUS GROUP N.V. | 8 | $670 | shares |
| INGRINGREDION INC | 6 | $662 | shares |
| DOCHEALTHPEAK PROPERTIES INC | 41 | $660 | shares |
| PINSPINTEREST INC | 24 | $622 | shares |
| GPCGENUINE PARTS CO | 5 | $620 | shares |
| MSCIMSCI INC | 1 | $574 | shares |
| AXONAXON ENTERPRISE INC | 1 | $568 | shares |
| ROKUROKU INC | 5 | $543 | shares |
| ARKKARK ETF TR | 7 | $539 | shares |
| DOCSDOXIMITY INC | 12 | $532 | shares |
| NNNNNN REIT INC | 13 | $516 | shares |
| FWONKLIBERTY MEDIA CORP DEL | 5 | $493 | shares |
| DOCUDOCUSIGN INC | 7 | $479 | shares |
| MSTRSTRATEGY INC | 3 | $456 | shares |
| ICLNISHARES TR | 27 | $444 | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 8 | $431 | shares |
| RBLXROBLOX CORP | 5 | $406 | shares |
| ELFE L F BEAUTY INC | 5 | $381 | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 0 | $376 | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 10 | $370 | shares |
| JLLJONES LANG LASALLE INC | 1 | $337 | shares |
| SHWSHERWIN WILLIAMS CO | 1 | $325 | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 3 | $309 | shares |
| CAVACAVA GROUP INC | 5 | $294 | shares |
| ONONON HLDG AG | 6 | $279 | shares |
| XPOXPO INC | 2 | $272 | shares |
| FSLRFIRST SOLAR INC | 1 | $262 | shares |
| LITGLOBAL X FDS | 4 | $261 | shares |
| VBVANGUARD INDEX FDS | 1 | $258 | shares |
| ENPHENPHASE ENERGY INC | 8 | $257 | shares |
| CLHCLEAN HARBORS INC | 1 | $235 | shares |
| ARKGARK ETF TR | 8 | $232 | shares |
| NTRANATERA INC | 1 | $230 | shares |
| COCOVITA COCO CO INC | 4 | $213 | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 1 | $157 | shares |
| SOLSSOLSTICE ADVANCED MATLS INC | 3 | $146 | shares |
| VKTXVIKING THERAPEUTICS INC | 4 | $141 | shares |
| XYZBLOCK INC | 2 | $131 | shares |
| ARKXARK ETF TR | 4 | $116 | shares |
| ARKQARK ETF TR | 1 | $115 | shares |
| UFOPROCURE ETF TRUST II | 2 | $78 | shares |
| FFORD MTR CO | 5 | $66 | shares |
| ALLALLSTATE CORP | 0 | $54 | shares |
| GDOTGREEN DOT CORP | 4 | $52 | shares |
| UTZUTZ BRANDS INC | 0 | $34 | shares |
| OREALTY INCOME CORP | 0 | $25 | shares |
| AALAMERICAN AIRLINES GROUP INC | 1 | $16 | shares |
| RCATRED CAT HLDGS INC | 1 | $8 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001939202-26-000003 | base | 2026-05-13 | acceptance time not in the bulk data set |