Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AGGIshares Tr | $34.6M | 7.3% | |
| IVVIshares Tr | $25.3M | 5.4% | −55.7% |
| FEOERbb Fund Trust | $23.6M | 5.0% | +1147.4% |
| NVDANvidia Corporation | $21.8M | 4.6% | +177.3% |
| AVUVAmerican Centy Etf Tr | $20.1M | 4.3% | +79681.7% |
| AVNMAmerican Centy Etf Tr | $16.2M | 3.4% | +900.9% |
| AAPLApple Inc | $15.7M | 3.3% | +6.6% |
| GOOGLAlphabet Inc | $15.4M | 3.3% | |
| FFSMFidelity Covington Trust | $15.2M | 3.2% | New |
| VTEBVanguard Mun Bd Fds | $13.1M | 2.8% | +54.5% |
| MSFTMicrosoft Corp | $12.4M | 2.6% | −11.5% |
| AVGOBroadcom Inc | $11.0M | 2.3% | +17.3% |
| AMZNAmazon Com Inc | $10.9M | 2.3% | +4.2% |
| IEMGIshares Inc | $10.4M | 2.2% | +83423.2% |
| MUMicron Technology Inc | $10.2M | 2.2% | +165.0% |
| LRCXLam Research Corp | $10.2M | 2.2% | −35.2% |
| PULSPgim Etf Tr | $8.3M | 1.8% | +157.7% |
| DELLDell Technologies Inc | $7.6M | 1.6% | +173.7% |
| TSMTaiwan Semiconductor Manufac | $7.3M | 1.5% | −39.6% |
| KLACKla Corp | $7.0M | 1.5% | +985.4% |
| TSLATesla Inc | $6.7M | 1.4% | +69.5% |
| VSDMVanguard Mun Bd Fds | $6.3M | 1.3% | +645.4% |
| METAMeta Platforms Inc | $6.2M | 1.3% | −34.8% |
| JNJJohnson & Johnson | $5.6M | 1.2% | −37.7% |
| CASSCass Information Sys Inc | $5.4M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies Inc | December 31, 2025 | +242.8% | $7.6M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $10.2M |
| VRTVertiv Holdings Co | December 31, 2025 | +106.7% | $3.3M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2025 | +86.0% | $3.8M |
| GEVGe Vernova Inc | December 31, 2025 | +79.8% | $4.2M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $7.3M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2025 | +33.8% | $3.3M |
| ANETArista Networks Inc | December 31, 2025 | +29.6% | $3.4M |
| CASSCass Information Sys Inc | December 31, 2025 | +23.6% | $5.4M |
| IEMGIshares Inc | December 31, 2025 | +23.2% | $10.4M |
Sold off last quarter
- Rtx CorporationCUSIP 00755E105 was $1.2M
- Travelers Companies IncCUSIP 00894E113 was $184K
- AKREProfesionally Managed Portfo was $46K
- FNDFSchwab Strategic Tr was $37K
- NETCloudflare Inc was $22K
- Ishares TrCUSIP 00464E193 was $16K
- Barclays PLCCUSIP 00674E207 was $15K
- Progyny IncCUSIP 00743E107 was $14K
- Southstate Bk CorpCUSIP 00845E106 was $13K
- BMYBristol-myers Squibb Co was $12K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −4.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Acumen Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1939202&type=13F-HR&dateb=&owner=include&count=40CIK 1939202
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1939202/000193920226000004/Filed August 3, 2026 · accession 0001939202-26-000004