Acumen Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
439
Total value ($000)
$371,782
Net value change ($000)
+24,596 (7.1%)
New positions
72
Sold out positions
158
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 10,988 1654.8%
IJR 10,126 2210.9%
NVDA 5,599 444.7%
TSLA 3,235 1336.8%
PULS 3,107 2725.4%
NFLX 2,356 3318.3%
FEOE 1,791 NEW
AVNM 1,500 NEW
MA 1,433 1574.7%
SNPS 1,350 NEW
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -4,286 -33.3%
ELV -2,980 -59.5%
ACN -2,551 -52.1%
SAP -2,493 -54.0%
USFR -2,412 -70.0%
ASML -2,401 -72.1%
TMO -2,359 -27.6%
UNH -2,230 -42.3%
MSFT -2,226 -13.8%
CRM -2,127 -36.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type