Acumen Wealth Advisors
Acumen Wealth Advisors reported 493 stocks worth $472M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are AGG (7.3%), IVV (5.4%) and FEOE (5.0%). Compared with Q1 2026, the fund opened new positions in FFSM, RTX and HSY, added to AGG, FEOE and NVDA, trimmed IVV, GOOGL and MSFT and sold out of RTX, TRV and AKRE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AGG Ishares TR | $34.6M | 7.3% | 349K | +1,358 (+0%) | 3 of 3 | |
| 2 |  IVV Ishares TR | $25.3M | 5.4% | 34K | −43K (−56%) | 3 of 3 | |
| 3 |  FEOE First Eagle | $23.6M | 5.0% | 443K | +407K (+1147%) | 2 of 3 | |
| 4 |  NVDA Nvidia Corporation | $21.8M | 4.6% | 109K | +70K (+177%) | 3 of 3 | |
| 5 |  AVUV American Centy ETF TR | $20.1M | 4.3% | 161K | +161K (+79682%) | 2 of 3 | |
| 6 |  AVNM American Centy ETF TR | $16.2M | 3.4% | 197K | +177K (+901%) | 2 of 3 | |
| 7 |  AAPL Apple Inc | $15.7M | 3.3% | 54K | +3,374 (+7%) | 3 of 3 | |
| 8 |  GOOGL Alphabet Inc | $15.4M | 3.3% | 43K | −123 (−0%) | 3 of 3 | |
| 9 |  FFSM Fidelity Covington Trust | $15.2M | 3.2% | 397K | New position | 1 of 3 | |
| 10 |  VTEB Vanguard Mun BD Fds | $13.1M | 2.8% | 259K | +91K (+55%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RTX Rtx Corporation | $1.2M | 6,470 |
 TRV Travelers Companies Inc | $184K | 631 |
 AKRE Akre Focus ETF | $46K | 861 |
 FNDF Schwab Fundamental International Equity ETF | $37K | 752 |
 NET Cloudflare Inc | $22K | 105 |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Acumen Wealth Advisors 13F FAQ
What does Acumen Wealth Advisors own?
Acumen Wealth Advisors reported 493 stocks worth $472M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are AGG (7.3%), IVV (5.4%) and FEOE (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Acumen Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 93 new positions, 122 added to, 139 trimmed and 42 sold out. New positions include FFSM, RTX and HSY. It sold all of RTX, TRV and AKRE.
When will Acumen Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Acumen Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $472M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.