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Acumen Wealth Advisors, LLC

Q1 2026 13F Holdings

  • Location
    chattanooga, TN
  • Num holdings

    439

  • Value ($000)

    $371,782

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0001939202
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$49.88M
13 %

76,357

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$34.54M
9 %

347,987

M
MSFT

MICROSOFT CORP

COM
594918104
$13.9M
4 %

37,543

A
AAPL

APPLE INC

COM
037833100
$12.9M
4 %

50,843

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$12.45M
3 %

43,297

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$11.65M
3 %

181,839

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$10.58M
3 %

85,138

M
META

META PLATFORMS INC

CL A
30303M102
$9.71M
3 %

16,976

A
AMZN

AMAZON COM INC

COM
023135106
$9.12M
3 %

43,775

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$8.72M
2 %

35,663

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