Acumen Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Acumen Wealth Advisors, LLC | Institutional Filer | ▲ 7.08% | $371.8M | 439 |
Current Portfolio Holdings
Showing all 439 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 76K | $49.9M | 13.42% |
| 2 | AGG | ISHARES TR | — | 348K | $34.5M | 9.29% |
| 3 | MSFT | Microsoft Corporation | Technology | 38K | $13.9M | 3.74% |
| 4 | AAPL | Apple Inc. | Technology | 51K | $12.9M | 3.47% |
| 5 | GOOGL | Alphabet Inc. | Technology | 43K | $12.5M | 3.35% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | — | 182K | $11.7M | 3.13% |
| 7 | IJR | ISHARES TR | — | 85K | $10.6M | 2.85% |
| 8 | META | Meta Platforms, Inc. | Technology | 17K | $9.7M | 2.61% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 44K | $9.1M | 2.45% |
| 10 | JNJ | Johnson & Johnson | Healthcare | 36K | $8.7M | 2.34% |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 18K | $8.6M | 2.31% |
| 12 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 25K | $8.6M | 2.30% |
| 13 | VTEB | VANGUARD MUN BD FDS | — | 167K | $8.3M | 2.24% |
| 14 | LRCX | Lam Research Corporation | Technology | 36K | $7.7M | 2.08% |
| 15 | AVGO | Broadcom Inc. | Technology | 25K | $7.7M | 2.07% |
Showing 1 to 15 of 439 holdings