13F filer

Acumen Wealth Advisors

As of Jun 30, 2026 Filed Aug 3, 2026 CIK 1939202 SEC filings ↗

13F Value

$471.8M

Positions

493

Top Position

AGG7.3%

Top 5

26.6%

Latest filing changes

vs Mar 31, 2026

1 FEOE First Eagle Overseas Equity ETF >999%+$21.7M

2 AVUV Avantis U.S. Small Cap Value ETF >999%+$20.1M

3 AVNM Avantis All International Markets Equity ETF +900.9%+$14.6M

4 NVDA NVIDIA +177.3%+$13.9M

5 IEMG iShares Core MSCI Emerging Markets ETF >999%+$10.4M

Holdings493

#
1	AGG iShares Core U.S. Aggregate Bond ETF	7.3%	$34.6M	+0.4%	349.3K	9.3%	ETF
2	IVV iShares Core S&P 500 ETF	5.4%	$25.3M	-55.7%	33.8K	13.4%	ETF
3	FEOE First Eagle Overseas Equity ETF	5.0%	$23.6M	>999%	442.7K	0.5%	ETF
4	NVDA NVIDIA	4.6%	$21.8M	+177.3%	109.0K	1.8%	Common Stock
5	AVUV Avantis U.S. Small Cap Value ETF	4.3%	$20.1M	>999%	161.2K	<0.1%	ETF
6	AVNM Avantis All International Markets Equity ETF	3.4%	$16.2M	+900.9%	197.1K	0.4%	ETF
7	AAPL Apple	3.3%	$15.7M	+6.6%	54.2K	3.5%	Common Stock
8	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 43,174 reported quantity $15,429,093 reported value	3.3%	$15.4M	-0.3%	43.2K	3.3%	Common Stock
9	FFSM Fidelity Fundamental Small-Mid Cap ETF	3.2%	$15.2M	NEW	397.4K	—	ETF
10	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	2.8%	$13.1M	+54.5%	258.5K	2.2%	ETF
11	MSFT Microsoft	2.6%	$12.4M	-11.5%	33.2K	3.7%	Common Stock
12	AVGO Broadcom	2.3%	$11.0M	+17.3%	29.2K	2.1%	Common Stock
13	AMZN Amazon	2.3%	$10.9M	+4.2%	45.6K	2.5%	Common Stock
14	IEMG iShares Core MSCI Emerging Markets ETF	2.2%	$10.4M	>999%	126.1K	<0.1%	ETF
15	MU Micron Technology	2.2%	$10.2M	+165.0%	8.8K	0.3%	Common Stock
16	LRCX Lam Research Filing details 512807306 Jun 30, 2026 23,460 reported quantity $10,172,095 reported value	2.2%	$10.2M	-35.2%	23.5K	2.1%	Common Stock
17	PULS PGIM Ultra Short Bond ETF	1.8%	$8.3M	+157.7%	167.1K	0.9%	ETF
18	DELL Dell Technologies	1.6%	$7.6M	+173.7%	17.6K	0.3%	Common Stock
19	TSM Taiwan Semiconductor Manufacturing	1.5%	$7.3M	-39.6%	15.3K	2.3%	ADR
20	KLAC KLA	1.5%	$7.0M	+985.4%	23.3K	0.8%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing41

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.