Acumen Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$11.3M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$10.3M |
| 3 |
NVIDIA
NVDA
|
+$5.98M |
| 4 |
Tesla
TSLA
|
+$3.63M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$3.11M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$3.78M |
| 2 |
Lam Research
LRCX
|
+$3.32M |
| 3 |
ASML
ASML
|
+$3.3M |
| 4 |
TSMC
TSM
|
+$2.85M |
| 5 |
Elevance Health
ELV
|
+$2.42M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.6% |
| 2 | Healthcare | 12.44% |
| 3 | Financials | 7.73% |
| 4 | Communication Services | 7.22% |
| 5 | Consumer Discretionary | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
XPO
XPO
$23.8B
| – | – |
-2
| Closed | -$272 |
|
577
Yelp
YELP
$1.46B
| – | – |
-263
| Closed | -$7.99K |
|
578
Zimmer Biomet
ZBH
$18.5B
| – | – |
-11
| Closed | -$992 |
|
579
Zoetis
ZTS
$31.9B
| – | – |
-112
| Closed | -$14.1K |
|
|
LTM
580
LATAM Airlines Group S.A.
LTM
$16B
| – | – |
-104
| Closed | -$5.76K |
|
|
NBIS
581
Nebius Group N.V.
NBIS
$57.3B
| – | – |
-8
| Closed | -$670 |
|
|
XYZ
582
Block Inc
XYZ
$50.4B
| – | – |
-2
| Closed | -$131 |
|
|
SOLS
583
Solstice Advanced Materials
SOLS
$10.1B
| – | – |
-3
| Closed | -$146 |
|
|
MICC
584
The Magnum Ice Cream Company N.V.
MICC
$11.2B
| – | – |
-2,202
| Closed | -$34.9K |
|
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Acumen Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Acumen Wealth Advisors held 592 positions worth $372M, up 7.1% from $347M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Acumen Wealth Advisors deployed $40.3M of net new capital in Q1 2026, opening 71 new positions and adding to 121 existing holdings. Its largest new stake was First Eagle Overseas Equity ETF: 35,489 shares worth $1.79M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 25% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $3.78M trimmed.
- Acumen Wealth Advisors's largest Q1 2026 buy was First Eagle Overseas Equity ETF: 35,489 shares worth $1.79M.
- Acumen Wealth Advisors added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $11.3M increase.
- Acumen Wealth Advisors's biggest Q1 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $3.78M.
- Acumen Wealth Advisors fully exited iShares Russell 1000 ETF in Q1 2026, selling an estimated $1.36M.
- Acumen Wealth Advisors's ten largest holdings make up 47% of its $372M portfolio in Q1 2026.
- Acumen Wealth Advisors opened 71 new positions and closed 153 in Q1 2026.
- Acumen Wealth Advisors's portfolio value rose 7.1% quarter-over-quarter to $372M.
Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.