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CIK: 0001939202
Total reported value
$471.8M
$471.8M
525 檔
26.7%
The Q4 2025 SEC filing reveals that Acumen Wealth Advisors, LLC held a total portfolio value of $471.8M, covering 525 public equity positions.
During Q4 2025, Acumen Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 525 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.28% | -8.06% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.86% | -1.96% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | -1.11% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.84% | -0.08% | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.71% | -1.40% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.57% | -0.14% | — | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.11% | -1.29% | — | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.94% | -0.75% | — | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 2.52% | +0.08% | — | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.46% | -1.13% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.14% | — | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.40% | -1.14% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.17% | +0.27% | — | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.12% | +0.53% | — | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.76% | -0.86% | — | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.70% | -0.68% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | -0.42% | — | |
| 18 | USB | US Bancorp | Stock-Financials | 1.62% | -0.49% | — | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.52% | -0.74% | — | |
| 20 | ELV | Elevance Health Inc | Stock-Healthcare | 1.44% | -0.52% | — | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.41% | -0.63% | — | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.40% | -0.77% | — | |
| 23 | CASS | Cass Information Systems Inc | Stock-Other | 1.34% | -0.10% | — | |
| 24 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.33% | -0.44% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | -0.06% | — | |
| 26 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.18% | -0.84% | — | |
| 27 | HLN | Haleon Plc-adr | Stock-Healthcare | 1.14% | -0.74% | — | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.13% | -0.38% | — | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.67% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.08% | -0.30% | — | |
| 31 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.06% | -0.26% | — | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.04% | -0.32% | — | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.99% | -0.19% | — | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.96% | +0.56% | — | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.90% | +0.64% | — | |
| 36 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.84% | -0.57% | — | |
| 37 | CI | THE Cigna Group | Stock-Healthcare | 0.81% | -0.61% | — | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.80% | +0.26% | — | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.77% | -0.33% | — | |
| 40 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.60% | -0.02% | — | |
| 41 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.57% | -0.08% | — | |
| 42 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.52% | -0.31% | — | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.46% | -0.23% | — | |
| 44 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.42% | -0.32% | — | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | — | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +2.78% | — | |
| 47 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.34% | -0.56% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | -0.05% | — | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.27% | -0.02% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | +0.46% | — |
According to official SEC Form 13F filings, Acumen Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $471.8M across 525 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, MSFT) accounted for 26.7% of total reported equity market value during Q4 2025.
During Q4 2025, Acumen Wealth Advisors, LLC's top holdings by market value included IVV (14.3%)、AGG (9.9%)、MSFT (4.6%). The largest single position, IVV, represented 14.3% of total portfolio value.
In Q4 2025, Acumen Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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