Institutional Fund
Acumen Wealth Advisors, LLC
Chattanooga, TNCIK 19392022 filings on record
Portfolio Value
$371.78M
Q1 2026
Holdings
439
Reported positions
New Buys
72
Opened this quarter
QoQ Change
+7.1%
from $347.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.4%
- Ishares Tr9.3%
- Microsoft Corp3.7%
- Apple Inc3.5%
- Alphabet Inc3.3%
- Vanguard Tax-Managed Fds3.1%
- Other63.6%
Portfolio Holdings
439 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 76.4K | $49.88M | 13.4% | +4.0K | Added |
| 2 | Ishares Tr | 348.0K | $34.54M | 9.3% | +5.3K | Added |
| 3 | Microsoft Corp | 37.5K | $13.90M | 3.7% | +4.2K | Added |
| 4 | Apple Inc | 50.8K | $12.90M | 3.5% | +5.3K | Added |
| 5 | Alphabet Inc | 43.3K | $12.45M | 3.3% | +722 | Added |
| 6 | Vanguard Tax-Managed Fds | 181.8K | $11.65M | 3.1% | +171.2K | Added |
| 7 | Ishares Tr | 85.1K | $10.58M | 2.8% | +81.3K | Added |
| 8 | Meta Platforms Inc | 17.0K | $9.71M | 2.6% | +619 | Added |
| 9 | Amazon Com Inc | 43.8K | $9.12M | 2.5% | +6.9K | Added |
| 10 | Johnson & Johnson | 35.7K | $8.72M | 2.3% | −4.6K | Reduced |
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