Acumen Wealth Advisors, LLC
•CIK: 1939202•Filing: Q4 2025
**Acumen Wealth Advisors, LLC** manages $347M across a diversified portfolio of 521 holdings. The strategy exhibits a clear tilt toward established mega-cap technology and index exposure, evidenced by top positions including IVV at $49.6M and AGG at $34.2M. Significant allocations are maintained in core tech names such as MSFT ($16.1M), GOOGL ($13.3M), and AAPL ($12.4M). This concentration suggests a disciplined approach balancing broad market beta with high-conviction technology anchors.
Total AUM
$347.2M
QoQ Performance
N/A
Positions
476
Top 10 Concentration
51.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
AGG
IVV14.3%
AGG9.9%
MSFT4.6%
GOOGL3.8%
BRK/B3.7%
AAPL3.6%
META3.1%
TSM2.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other35.5%
Technology25.3%
ETF14.4%
Healthcare11.6%
Financial6.6%
Consumer4.7%
Consumer Staples1.1%
Industrial0.4%