Acumen Wealth Advisors, LLC: 13F holdings
CIK 19392022026Q2
| Positions | 493 |
|---|---|
| Reported value | $471.8m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AGG ISHARES TR | 349,345 | $34.6m | 7.3% |
| IVV ISHARES TR | 33,792 | $25.3m | 5.4% |
| RBB FUND TRUST | 442,679 | $23.6m | 5.0% |
| NVDA NVIDIA CORPORATION | 109,033 | $21.8m | 4.6% |
| AVUV AMERICAN CENTY ETF TR | 161,159 | $20.1m | 4.3% |
| GRBK AMERICAN CENTY ETF TR | 197,134 | $16.2m | 3.4% |
| AAPL APPLE INC | 54,217 | $15.7m | 3.3% |
| GOOGL ALPHABET INC | 43,174 | $15.4m | 3.3% |
| FIDELITY COVINGTON TRUST | 397,385 | $15.2m | 3.2% |
| VTEB VANGUARD MUN BD FDS | 258,536 | $13.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1939202")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.