Acumen Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
493
Total value ($000)
$471,770
Net value change ($000)
+99,988 (26.9%)
New positions
96
Sold out positions
42
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FEOE 21,848 1219.9%
AVUV 20,084 91290.9%
FFSM 15,184 NEW
NVDA 14,958 218.1%
AVNM 14,740 982.7%
IEMG 10,437 94881.8%
MU 9,067 804.5%
DELL 6,550 619.7%
VSDM 5,475 648.7%
PULS 5,088 158.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -24,570 -49.3%
VEA -10,545 -90.5%
IJR -9,039 -85.4%
BRK-B -4,306 -50.1%
TMO -3,694 -59.8%
META -3,477 -35.8%
UL -3,077 -94.0%
JNJ -3,077 -35.3%
ABT -2,828 -61.2%
HLN -2,727 -93.5%
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