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Acumen Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    chattanooga, TN
  • CIK
    0001939202
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

439

$371.78M
IVV, AGG, MSFT, AAPL
13F-HR
May 13, 2026
000193920226000003

525

$347.19M
IVV, AGG, MSFT, GOOGL
13F-HR
Feb 13, 2026
000193920226000002