Acumen Wealth Advisors, LLC - Portfolio overview

Acumen Wealth Advisors, LLC has 430 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 16.82%
2. VEA - VANGUARD TAX-MANAGED FDS, 5.67%
3. IJR - ISHARES TR, 5.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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