account_balance
Investment manager · 13F filer · SEC CIK 1939202
Acumen Wealth Advisors, LLC
Reported value$546Mas of Sep 30, 2026
Positions698 248 new, 42 sold out
Top 10 weight40.7%VPLS alone is 6%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VPLSVanguard Malvern FDS
6.2%New
NVDANVIDIA Corp
4.8%Added +5%
FEOERBB Fund Trust
4.8%Added +10%
IVViShares Tr
4.7%
AVUVAmerican Centy ETF Tr
3.7%Added +6%
VSDMVanguard Mun Bd FDS
3.4%Added +207%
AAPLApple Inc.
3.4%Added +4%
MSFTMicrosoft Corp
3.4%Added +8%
AVNMAmerican Centy ETF Tr
3.2%Added +8%
GOOGLAlphabet Inc.
3.0%Added +11%
FFSMFidelity Covington Trust
2.9%Added +19%
IEMGiShares Inc
2.9%Added +53%
VPLSVanguard Malvern FDS
6.2%New
NVDANVIDIA Corp
4.8%
FEOERBB Fund Trust
4.8%
IVViShares Tr
4.7%
AVUVAmerican Centy ETF Tr
3.7%+6%
VSDMVanguard Mun Bd FDS
3.4%+207%
AAPLApple Inc.
3.4%
MSFTMicrosoft Corp
3.4%
AVNMAmerican Centy ETF Tr
3.2%
GOOGLAlphabet Inc.
3.0%
FFSMFidelity Covington Trust
2.9%
IEMGiShares Inc
2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VPLS Vanguard Malvern FDS 6.2% New
NVDA NVIDIA Corp 4.8% Added +5%FEOE RBB Fund Trust 4.8% Added +10%
IVV iShares Tr 4.7% Held
AVUV American Centy ETF Tr 3.7% Added +6%
VSDM Vanguard Mun Bd FDS 3.4% Added +207%
AAPL Apple Inc. 3.4% Added +4%MSFT Microsoft Corp 3.4% Added +8%AVNM American Centy ETF Tr 3.2% Added +8%
GOOGL Alphabet Inc. 3.0% Added +11%FFSM Fidelity Covington Trust 2.9% Added +19%
IEMG iShares Inc 2.9% Added +53%
What changed
Biggest moves since Jun 30, 2026
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