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CIK: 0001939202
Total reported value
$471.8M
$471.8M
439 檔
26.2%
In Q1 2026, Acumen Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $471.8M, distributed across 439 disclosed stock positions.
Acumen Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 33 new positions while fully exiting 30 holdings and trimming 59 positions.
Showing top 200 holdings (of 439 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.42% | -8.06% | +5.46% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.29% | -1.96% | +1.55% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -1.11% | +12.61% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.47% | -0.14% | +11.59% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.35% | -0.08% | +1.70% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.13% | -2.90% | +1611.59% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.85% | -2.52% | +2132.25% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.61% | -1.29% | +3.78% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.14% | +18.73% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.34% | -1.14% | -11.47% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.31% | -1.40% | -30.02% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.30% | -0.75% | -24.71% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.24% | +0.53% | +14.46% | |
| 14 | LRCX | Lam Research CORP | Stock-Tech | 2.08% | +0.08% | -29.12% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.07% | +0.27% | +14.24% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +2.78% | +482.65% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.66% | -1.13% | -14.71% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | -0.42% | +8.61% | |
| 19 | USB | US Bancorp | Stock-Financials | 1.32% | -0.49% | -10.13% | |
| 20 | CASS | Cass Information Systems Inc | Stock-Other | 1.25% | -0.10% | -5.73% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.24% | -0.86% | -7.84% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | -0.06% | +3.34% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.05% | -0.77% | -28.12% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.02% | -0.68% | -9.07% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | -0.30% | -9.19% | |
| 26 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.97% | -0.26% | -7.26% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.32% | -5.00% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | +0.47% | +1638.29% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.67% | -25.51% | |
| 30 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.88% | -0.84% | -9.34% | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.87% | +0.89% | +2724.83% | |
| 32 | KLAC | Kla CORP | Stock-Tech | 0.85% | +0.64% | -16.49% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.85% | -0.38% | -1.20% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | -0.74% | -29.56% | |
| 35 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.78% | -0.74% | -25.41% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.77% | -0.33% | +21.63% | |
| 37 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.67% | -0.56% | +109.64% | |
| 38 | CI | THE Cigna Group | Stock-Healthcare | 0.66% | -0.61% | -8.76% | |
| 39 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.66% | -0.08% | +10.44% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | -0.26% | +3252.19% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.63% | -0.63% | -35.25% | |
| 42 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.57% | -0.57% | -32.32% | |
| 43 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.57% | -0.44% | -34.78% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.46% | +170.99% | |
| 45 | ELV | Elevance Health Inc | Stock-Healthcare | 0.55% | -0.52% | -51.48% | |
| 46 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.48% | +4.53% | — | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.40% | +1818.24% | |
| 48 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.40% | +3.04% | — | |
| 49 | SNPS | Synopsys Inc | Stock-Tech | 0.36% | -0.33% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | +0.17% | +254.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.9% | +1611.59% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +2.7% | +2132.25% | Add |
| 3 | NVDA | Nvidia CORP | +1.5% | +482.65% | Add |
| 4 | TSLA | Tesla Inc | +0.9% | +1638.29% | Add |
| 5 | PULS | Pgim Ultra Short Bond ETF | +0.8% | +2724.83% | Add |
| 6 | NFLX | Netflix Inc | +0.6% | +3252.19% | Add |
| 7 | MA | Mastercard Inc - A | +0.4% | +1818.24% | Add |
| 8 | TFLO | Ishares Treasury Floating Ra | +0.3% | +109.64% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +170.99% | Add |
| 10 | GEV | GE Vernova Inc | +0.3% | +473.13% | Add |
| 11 | WMT | Walmart Inc | +0.3% | +254.37% | Add |
| 12 | MU | Micron Technology Inc | +0.3% | +456.43% | Add |
| 13 | DELL | Dell Technologies -c | +0.3% | +681.80% | Add |
| 14 | BLK | Blackrock Inc | +0.3% | +919.44% | Add |
| 15 | ETN | Eaton Corporation plc | +0.2% | +409.11% | Add |
| 16 | PH | Parker Hannifin CORP | +0.2% | +750.00% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +642.89% | Add |
| 18 | GILD | Gilead Sciences Inc | +0.2% | +1582.01% | Add |
| 19 | VRT | Vertiv Holdings Co-a | +0.2% | +1547.87% | Add |
| 20 | VSDM | Vanguard Short Tax-ex Bond | +0.2% | +4122.90% | Add |
| 21 | ANET | Arista Networks Inc | +0.2% | +1611.30% | Add |
| 22 | NOW | Servicenow Inc | +0.2% | +14043.64% | Add |
| 23 | TRGP | Targa Resources CORP | +0.2% | +3146.08% | Add |
| 24 | TMUS | T-mobile US Inc | +0.2% | +2111.93% | Add |
| 25 | C | Citigroup Inc | +0.2% | +276.01% | Add |
| 26 | NEE | Nextera Energy Inc | +0.2% | +185.54% | Add |
| 27 | WMB | Williams Cos Inc | +0.2% | +622.87% | Add |
| 28 | EQIX | Equinix Inc | +0.2% | +4671.43% | Add |
| 29 | CEG | Constellation Energy | +0.2% | +1622.22% | Add |
| 30 | ABBV | Abbvie Inc | +0.2% | +270.26% | Add |
| 31 | RL | Ralph Lauren CORP | +0.2% | +1654.21% | Add |
| 32 | LIN | Linde plc | +0.2% | +964.80% | Add |
| 33 | AEM | Agnico Eagle Mines LTD | +0.2% | +1866.45% | Add |
| 34 | FCX | Freeport-mcmoran Inc | +0.2% | +990.31% | Add |
| 35 | AMT | American Tower CORP | +0.1% | +1840.00% | Add |
| 36 | HOOD | Robinhood Markets Inc - A | +0.1% | +5612.00% | Add |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +14.46% | Add |
| 38 | DGX | Quest Diagnostics Inc | +0.1% | +10.44% | Add |
| 39 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 40 | GOOG | Alphabet Inc-cl C | 0% | +25.95% | Add |
| 41 | AMD | Advanced Micro Devices | 0% | -19.55% | Trim |
| 42 | GLW | Corning Inc | 0% | -1.22% | Trim |
| 43 | DE | Deere & Co | 0% | -6.17% | Trim |
| 44 | EWY | Ishares Msci South Korea ETF | 0% | +296.39% | Add |
| 45 | IWV | Ishares Russell 3000 ETF | 0% | +17.44% | Add |
| 46 | COST | Costco Wholesale CORP | 0% | +2.50% | Add |
| 47 | CIEN | Ciena CORP | 0% | — | Unchanged |
| 48 | PODD | Insulet CORP | 0% | +5600.00% | Add |
| 49 | XLV | Ss Health Care Select Sector | 0% | +195.95% | Add |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +20.36% | Add |
According to official SEC Form 13F filings, Acumen Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $471.8M across 439 disclosed positions in Q1 2026.
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 26.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
FEOE
市值: $1.8M
Top Position Liquidated / Trimmed
IWB
前期市值: $1.4M
During Q1 2026, Acumen Wealth Advisors, LLC's top holdings by market value included IVV (13.4%)、AGG (9.3%)、MSFT (3.7%). The largest single position, IVV, represented 13.4% of total portfolio value.
In Q1 2026, Acumen Wealth Advisors, LLC made 190 total portfolio adjustments, initiating 33 new buys, adding to 68 positions, trimming 59 holdings, and fully liquidating 30 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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