Acumen Wealth Advisors, LLC
Net buyer this quarter
$472M
400
+$15M
26.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $21.8M | 4.62% | 0.00% | +177.3% | Q4 2025 |
 AAPL | $15.7M | 3.33% | 0.00% | +6.6% | Q4 2025 |
 GOOGL | $15.4M | 3.27% | 0.00% | -0.3% | Q4 2025 |
 MSFT | $12.4M | 2.63% | 0.00% | -11.5% | Q4 2025 |
 AVGO | $11M | 2.34% | 0.00% | +17.3% | Q4 2025 |
 AMZN | $10.9M | 2.31% | 0.00% | +4.3% | Q4 2025 |
 MU | $10.2M | 2.16% | 0.00% | +165.0% | Q4 2025 |
 LRCX | $10.2M | 2.16% | 0.00% | -35.2% | Q4 2025 |
 PULS | $8.31M | 1.76% | 0.95% | +157.7% | Q4 2025 |
 DELL | $7.61M | 1.61% | 0.00% | +173.7% | Q4 2025 |
 TSM | $7.3M | 1.55% | 0.00% | -39.6% | Q4 2025 |
 KLAC | $7.01M | 1.49% | 0.00% | +8.5% | Q4 2025 |
 TSLA | $6.67M | 1.41% | 0.00% | +69.5% | Q4 2025 |
 META | $6.24M | 1.32% | Not reported | -34.8% | Q4 2025 |
 JNJ | $5.64M | 1.20% | 0.00% | -37.7% | Q4 2025 |
 CASS | $5.42M | 1.15% | 0.82% | -0.2% | Q4 2025 |
 JPM | $4.85M | 1.03% | 0.00% | +106.6% | Q4 2025 |
 LLY | $4.79M | 1.02% | 0.00% | -8.5% | Q4 2025 |
 V | $4.72M | 1.00% | 0.00% | -21.2% | Q4 2025 |
 BRK.B | $4.29M | 0.91% | Not reported | -52.2% | Q4 2025 |
 GEV | $4.17M | 0.88% | 0.00% | +172.9% | Q4 2025 |
 USB | $3.93M | 0.83% | 0.00% | -31.1% | Q4 2025 |
 ASML | $3.82M | 0.81% | 0.00% | +172.8% | Q4 2025 |
 ANET | $3.44M | 0.73% | 0.00% | +184.8% | Q4 2025 |
 KO | $3.36M | 0.71% | 0.00% | -15.9% | Q4 2025 |
 HLT | $3.35M | 0.71% | 0.00% | -14.4% | Q4 2025 |
 ETN | $3.28M | 0.70% | 0.00% | +150.3% | Q4 2025 |
 VRT | $3.27M | 0.69% | 0.00% | +180.9% | Q4 2025 |
 RTX | $3.18M | 0.67% | 0.00% | Not reported | Q4 2025 |
 TJX | $3.02M | 0.64% | 0.00% | -10.5% | Q4 2025 |
 C | $2.89M | 0.61% | 0.00% | +123.1% | Q4 2025 |
 BLK | $2.83M | 0.60% | 0.00% | +167.3% | Q4 2025 |
 DGX | $2.75M | 0.58% | 0.01% | +4.0% | Q4 2025 |
 APH | $2.73M | 0.58% | 0.00% | +193.2% | Q1 2026 |
 PH | $2.58M | 0.55% | 0.00% | +138.6% | Q4 2025 |
 TMO | $2.49M | 0.53% | 0.00% | -60.6% | Q4 2025 |
 WFC | $2.48M | 0.53% | 0.00% | +136.0% | Q4 2025 |
 WMT | $2.47M | 0.52% | 0.00% | +109.2% | Q4 2025 |
 ABBV | $2.44M | 0.52% | 0.00% | +130.0% | Q4 2025 |
 TRGP | $2.41M | 0.51% | 0.00% | +171.1% | Q4 2025 |
 ISRG | $2.24M | 0.47% | 0.00% | -17.5% | Q4 2025 |
 NOW | $2.2M | 0.47% | 0.00% | +185.4% | Q4 2025 |
 NEE | $2.19M | 0.46% | 0.00% | +113.8% | Q4 2025 |
 RL | $2.18M | 0.46% | Not reported | +189.1% | Q4 2025 |
 WMB | $2.09M | 0.44% | 0.00% | +147.3% | Q4 2025 |
 UBER | $2.08M | 0.44% | 0.00% | -28.0% | Q4 2025 |
 GILD | $2.02M | 0.43% | 0.00% | +151.2% | Q4 2025 |
 CEG | $1.96M | 0.42% | 0.00% | +218.8% | Q4 2025 |
 EQIX | $1.9M | 0.40% | 0.00% | +172.9% | Q4 2025 |
 XOM | $1.82M | 0.39% | 0.00% | +131.9% | Q4 2025 |
| Q1 2026 | |||||
| MSFT | $13.9M | 3.74% | 0.00% | +12.6% | Q4 2025 |
| AAPL | $12.9M | 3.47% | 0.00% | +11.6% | Q4 2025 |
| GOOGL | $12.5M | 3.35% | 0.00% | +1.7% | Q4 2025 |
| META | $9.71M | 2.61% | Not reported | +3.8% | Q4 2025 |
| AMZN | $9.12M | 2.45% | 0.00% | +18.7% | Q4 2025 |
| JNJ | $8.72M | 2.34% | 0.00% | -11.5% | Q4 2025 |
| BRK.B | $8.59M | 2.31% | Not reported | -30.0% | Q4 2025 |
| TSM | $8.56M | 2.30% | 0.00% | -24.7% | Q4 2025 |
| LRCX | $7.74M | 2.08% | 0.00% | -29.1% | Q4 2025 |
| AVGO | $7.7M | 2.07% | 0.00% | +14.2% | Q4 2025 |
| NVDA | $6.86M | 1.84% | 0.00% | +482.7% | Q4 2025 |
| TMO | $6.18M | 1.66% | 0.00% | -14.7% | Q4 2025 |
| V | $5.28M | 1.42% | 0.00% | +8.6% | Q4 2025 |
| USB | $4.92M | 1.32% | 0.01% | -10.1% | Q4 2025 |
| CASS | $4.66M | 1.25% | 0.82% | -5.7% | Q4 2025 |
 ABT | $4.62M | 1.24% | 0.00% | -7.8% | Q4 2025 |
| LLY | $4.02M | 1.08% | 0.00% | +3.3% | Q4 2025 |
 TXN | $3.91M | 1.05% | 0.00% | -28.1% | Q4 2025 |
 CRM | $3.78M | 1.02% | 0.00% | -9.1% | Q4 2025 |
| KO | $3.75M | 1.01% | 0.00% | -9.2% | Q4 2025 |
| HLT | $3.6M | 0.97% | 0.01% | -7.3% | Q4 2025 |
| TJX | $3.55M | 0.96% | 0.00% | -5.0% | Q4 2025 |
| TSLA | $3.48M | 0.94% | 0.00% | +1638.3% | Q4 2025 |
 MRK | $3.3M | 0.89% | 0.00% | -25.5% | Q4 2025 |
 UL | $3.27M | 0.88% | 0.00% | -9.3% | Q4 2025 |
| PULS | $3.22M | 0.87% | 0.37% | +2724.8% | Q4 2025 |
| KLAC | $3.15M | 0.85% | 0.00% | -16.5% | Q4 2025 |
| ISRG | $3.14M | 0.85% | 0.00% | -1.2% | Q4 2025 |
 UNH | $3.05M | 0.82% | 0.00% | -29.6% | Q4 2025 |
 HLN | $2.92M | 0.78% | 0.00% | -25.4% | Q4 2025 |
| UBER | $2.88M | 0.77% | 0.00% | +21.6% | Q4 2025 |
 CI | $2.47M | 0.66% | 0.00% | -8.8% | Q4 2025 |
| DGX | $2.45M | 0.66% | 0.01% | +10.4% | Q4 2025 |
 NFLX | $2.43M | 0.65% | 0.00% | +3252.2% | Q4 2025 |
 ACN | $2.34M | 0.63% | 0.00% | -35.3% | Q4 2025 |
 STZ | $2.13M | 0.57% | Not reported | -32.3% | Q4 2025 |
 SAP | $2.12M | 0.57% | 0.00% | -34.8% | Q4 2025 |
| JPM | $2.11M | 0.57% | 0.00% | +171.0% | Q4 2025 |
 ELV | $2.03M | 0.55% | 0.00% | -51.5% | Q4 2025 |
 MA | $1.52M | 0.41% | 0.00% | +1818.2% | Q4 2025 |
 SNPS | $1.35M | 0.36% | 0.00% | New | Q1 2026 |
| WMT | $1.3M | 0.35% | 0.00% | +254.4% | Q4 2025 |
 TW | $1.18M | 0.32% | 10049.00% | -26.7% | Q4 2025 |
| GOOG | $1.18M | 0.32% | Not reported | +26.0% | Q4 2025 |
 DEO | $1.14M | 0.31% | 0.00% | -27.6% | Q4 2025 |
| GEV | $1.14M | 0.31% | 0.00% | +473.1% | Q4 2025 |
| MU | $1.13M | 0.30% | 0.00% | +456.4% | Q4 2025 |
| ETN | $1.1M | 0.30% | 0.00% | +409.1% | Q4 2025 |
| NEE | $1.08M | 0.29% | 0.00% | +185.5% | Q4 2025 |
| BLK | $1.06M | 0.28% | 0.00% | +919.4% | Q4 2025 |
| Q4 2025 | |||||
| MSFT | $16.1M | 4.64% | 0.00% | New | Q4 2025 |
| GOOGL | $13.3M | 3.84% | 0.00% | New | Q4 2025 |
| BRK.B | $12.9M | 3.71% | Not reported | New | Q4 2025 |
| AAPL | $12.4M | 3.57% | 0.00% | New | Q4 2025 |
| META | $10.8M | 3.11% | Not reported | New | Q4 2025 |
| TSM | $10.2M | 2.94% | 0.00% | New | Q4 2025 |
| LRCX | $8.75M | 2.52% | 0.00% | New | Q4 2025 |
| TMO | $8.54M | 2.46% | 0.00% | New | Q4 2025 |
| AMZN | $8.51M | 2.45% | 0.00% | New | Q4 2025 |
| JNJ | $8.34M | 2.40% | 0.00% | New | Q4 2025 |
| AVGO | $7.54M | 2.17% | 0.00% | New | Q4 2025 |
| ABT | $6.12M | 1.76% | 0.00% | New | Q4 2025 |
| CRM | $5.9M | 1.70% | 0.00% | New | Q4 2025 |
| V | $5.64M | 1.62% | 0.00% | New | Q4 2025 |
| USB | $5.61M | 1.62% | 0.01% | New | Q4 2025 |
| UNH | $5.27M | 1.52% | 0.00% | New | Q4 2025 |
| ELV | $5.01M | 1.44% | 0.01% | New | Q4 2025 |
| ACN | $4.89M | 1.41% | 0.00% | New | Q4 2025 |
| TXN | $4.86M | 1.40% | 0.00% | New | Q4 2025 |
| CASS | $4.66M | 1.34% | 0.87% | New | Q4 2025 |
| SAP | $4.61M | 1.33% | 0.00% | New | Q4 2025 |
| LLY | $4.54M | 1.31% | 0.00% | New | Q4 2025 |
| UL | $4.1M | 1.18% | 0.00% | New | Q4 2025 |
| HLN | $3.95M | 1.14% | 0.00% | New | Q4 2025 |
| ISRG | $3.91M | 1.13% | 0.00% | New | Q4 2025 |
| MRK | $3.88M | 1.12% | 0.00% | New | Q4 2025 |
| KO | $3.77M | 1.08% | 0.00% | New | Q4 2025 |
| HLT | $3.67M | 1.06% | 0.01% | New | Q4 2025 |
| TJX | $3.6M | 1.04% | 0.00% | New | Q4 2025 |
| ASML | $3.33M | 0.96% | 0.00% | New | Q4 2025 |
| KLAC | $3.12M | 0.90% | 0.00% | New | Q4 2025 |
| STZ | $2.9M | 0.84% | Not reported | New | Q4 2025 |
| CI | $2.8M | 0.81% | 0.00% | New | Q4 2025 |
| WFC | $2.79M | 0.80% | 0.00% | New | Q4 2025 |
| UBER | $2.69M | 0.77% | 0.00% | New | Q4 2025 |
 QLTY | $2.08M | 0.60% | 0.19% | New | Q4 2025 |
| DGX | $1.96M | 0.57% | 0.01% | New | Q4 2025 |
| DEO | $1.82M | 0.52% | 0.00% | New | Q4 2025 |
 NVO | $1.61M | 0.46% | Not reported | New | Q4 2025 |
| TW | $1.47M | 0.42% | 13710.00% | New | Q4 2025 |
| NVDA | $1.26M | 0.36% | 0.00% | New | Q4 2025 |
| GOOG | $1.03M | 0.30% | Not reported | New | Q4 2025 |
| JPM | $877K | 0.25% | 0.00% | New | Q4 2025 |
 CAT | $562K | 0.16% | 0.00% | New | Q4 2025 |
| WMT | $328K | 0.09% | 0.00% | New | Q4 2025 |
| NEE | $328K | 0.09% | 0.00% | New | Q4 2025 |
 DE | $326K | 0.09% | 0.00% | New | Q4 2025 |
 HD | $323K | 0.09% | 0.00% | New | Q4 2025 |
| C | $287K | 0.08% | 0.00% | New | Q4 2025 |
 WM | $271K | 0.08% | 0.00% | New | Q4 2025 |