Acumen Wealth Advisors, LLC
All 13F Filings
- Location
- Chattanooga, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 471,770
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 493 | 471,770 | 13F-HR | Acumen Wealth Advisors, LLC |
| Q1 2026 | 5/13/2026 | 439 | 371,782 | 13F-HR | Acumen Wealth Advisors, LLC |
| Q4 2025 | 2/13/2026 | 525 | 347,186 | 13F-HR | Acumen Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 289.6 K | 61.5% | 45.16 K | 0 | 45.16 K |
| ETFs | 181.6 K | 38.5% | 56.82 K | 0 | 56.82 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
471,770
Holdings
493
QoQ value change ($000)
99,988
(26.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.