Acumen Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Chattanooga, TN
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
698
Total value ($000)
$546,184
Net value change ($000)
+74,414 (15.8%)
New positions
248
Sold out positions
44
Turnover %
13.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VPLS 34,044 NEW
JPIB 13,530 10172.9%
VSDM 12,482 197.5%
JPIE 7,088 948.9%
MSFT 5,997 48.4%
VCRM 5,559 NEW
IEMG 5,183 49.6%
PULS 5,180 62.3%
VSDB 4,721 NEW
NVDA 4,440 20.4%
Top Reduces (Value $000, Stocks/ETFs)
AGG -34,566 -100.0%
VTEB -13,077 -100.0%
LRCX -3,702 -36.4%
DELL -3,128 -41.1%
KLAC -2,831 -40.4%
MU -1,935 -19.0%
XOM -1,823 -100.0%
GILD -1,562 -77.4%
GEV -1,051 -25.2%
TSLA -1,023 -15.3%
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