Acumen Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Acumen Wealth Advisors, LLC reported 521 stock positions worth $347.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.3% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 9.9%) and Microsoft (MSFT, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- CHATTANOOGA, TN
- CIK
- 0001939202
- Portfolio Value
- $347.2M (Q4 2025)
- SEC Filing
- 0001939202-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 521 stocks · $347.2M
| IVV iShares Core S&P 500 ETF | 14.28% | 72,402 | $49.6M | — |
| AGG iShares Core U.S. Aggregate | 9.86% | 342,659 | $34.2M | — |
| MSFT Microsoft Corp. | 4.64% | 33,339 | $16.1M | — |
| GOOGL Alphabet Inc. Class A | 3.84% | 42,575 | $13.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.71% | 25,621 | $12.9M | — |
| AAPL Apple Inc. | 3.57% | 45,563 | $12.4M | — |
| META Meta Platforms Inc. Class A | 3.11% | 16,357 | $10.8M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.94% | 33,524 | $10.2M | — |
| LRCX Lam Research Corp. | 2.52% | 51,051 | $8.8M | — |
| TMO Thermo Fisher Scientific Inc. | 2.46% | 14,728 | $8.5M | — |
| AMZN Amazon.com Inc. | 2.45% | 36,869 | $8.5M | — |
| JNJ Johnson & Johnson | 2.40% | 40,284 | $8.3M | — |
| AVGO Broadcom Inc. | 2.17% | 21,772 | $7.5M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.12% | 146,149 | $7.3M | — |
| ABT Abbott Laboratories | 1.76% | 48,810 | $6.1M | — |
| CRM Salesforce Inc. | 1.70% | 22,247 | $5.9M | — |
| V Visa Inc. Class A | 1.62% | 16,083 | $5.6M | — |
| USB US Bancorp | 1.62% | 104,123 | $5.6M | — |
| UNH Unitedhealth Group Inc. | 1.52% | 15,979 | $5.3M | — |
| ELV Elevance Health Inc. | 1.44% | 14,292 | $5.0M | — |
| ACN Accenture PLC Class A | 1.41% | 18,237 | $4.9M | — |
| TXN Texas Instruments Inc. | 1.40% | 27,990 | $4.9M | — |
| CASS Cass Information Systems Inc. | 1.34% | 112,247 | $4.7M | — |
| SAP Sap SE-Sponsored ADR | 1.33% | 18,994 | $4.6M | — |
| LLY Eli Lilly & Co. | 1.31% | 4,225 | $4.5M | — |
| UL Unilever PLC-Sponsored ADR | 1.18% | 62,719 | $4.1M | — |
| HLN Haleon PLC-ADR | 1.14% | 390,621 | $3.9M | — |
| ISRG Intuitive Surgical Inc. | 1.13% | 6,899 | $3.9M | — |
| MRK Merck & Co. Inc. | 1.12% | 36,550 | $3.9M | — |
| KO The Coca-Cola Co. | 1.08% | 53,855 | $3.8M | — |
| HLT Hilton Worldwide Holdings Inc. | 1.06% | 12,783 | $3.7M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.04% | 23,420 | $3.6M | — |
| USFR Wisdomtree Floating Rate Tre | 0.99% | 68,484 | $3.4M | — |
| ASML ASML Holding NV-NY Reg SHS | 0.96% | 3,113 | $3.3M | — |
| KLAC KLA Corp. | 0.90% | 2,565 | $3.1M | — |
| STZ Constellation Brands Inc. Class A | 0.84% | 21,021 | $2.9M | — |
| CI The Cigna Group | 0.81% | 10,156 | $2.8M | — |
| WFC Wells Fargo & Co. | 0.80% | 29,951 | $2.8M | — |
| UBER Uber Technologies Inc. | 0.77% | 32,890 | $2.7M | — |
| QLTY GMO U.S. Quality ETF | 0.60% | 54,004 | $2.1M | — |
| DGX Quest Diagnostics Inc. | 0.57% | 11,322 | $2.0M | — |
| DEO Diageo PLC-Sponsored ADR | 0.52% | 21,080 | $1.8M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.46% | 31,601 | $1.6M | — |
| TW Tradeweb Markets Inc. Class A | 0.42% | 13,710 | $1.5M | — |
| IWB iShares Russell 1000 ETF | 0.39% | 3,640 | $1.4M | — |
| NVDA Nvidia Corp. | 0.36% | 6,749 | $1.3M | — |
| TFLO iShares Treasury Floating Ra | 0.34% | 23,489 | $1.2M | — |
| GOOG Alphabet Inc. Class C | 0.30% | 3,272 | $1.0M | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.27% | 7,232 | $932K | — |
| JPM JPMorgan Chase & Co. | 0.25% | 2,647 | $877K | — |
| VEA Vanguard Ftse Developed ETF | 0.19% | 10,624 | $664K | — |
| CAT Caterpillar Inc. | 0.16% | 981 | $562K | — |
| IJR iShares Core S&P Small-Cap E | 0.13% | 3,814 | $458K | — |
| FTEC Fidelity MSCI Info Tech Indx | 0.13% | 1,971 | $443K | — |
| WMT Walmart Inc. | 0.09% | 2,943 | $328K | — |
| NEE Nextera Energy Inc. | 0.09% | 4,081 | $328K | — |
| DE Deere & Co. | 0.09% | 697 | $326K | — |
| HD Home Depot Inc. | 0.09% | 939 | $323K | — |
| EFA iShares MSCI Eafe ETF | 0.09% | 3,267 | $314K | — |
| C Citigroup Inc. | 0.08% | 2,459 | $287K | — |
| WM Waste Management Inc. | 0.08% | 1,235 | $271K | — |
| FHN First Horizon Corp. | 0.08% | 11,260 | $271K | — |
| GS Goldman Sachs Group Inc. | 0.08% | 303 | $266K | — |
| ABBV Abbvie Inc. | 0.07% | 1,140 | $260K | — |
| IWV iShares Russell 3000 ETF | 0.07% | 665 | $257K | — |
| TSLA Tesla Inc. | 0.07% | 538 | $242K | — |
| PG The Procter & Gamble Co. | 0.06% | 1,545 | $221K | — |
| IAU iShares Gold Trust | 0.06% | 2,666 | $216K | — |
| ETN Eaton Corp. PLC | 0.06% | 604 | $192K | — |
| PM Philip Morris International | 0.06% | 1,179 | $191K | — |
| RSG Republic Services Inc. | 0.05% | 900 | $191K | — |
| TRV The Travelers Cos Inc. | 0.05% | 652 | $189K | — |
| ORCL Oracle Corp. | 0.05% | 924 | $180K | — |
| COST Costco Wholesale Corp. | 0.05% | 200 | $173K | — |
| MU Micron Technology Inc. | 0.05% | 599 | $171K | — |
| QCOM Qualcomm Inc. | 0.05% | 981 | $168K | — |
| IJH iShares Core S&P Midcap ETF | 0.05% | 2,463 | $163K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.05% | 6,812 | $159K | — |
| GLW Corning Inc. | 0.05% | 1,799 | $158K | — |
| EPD Enterprise Products Partners | 0.04% | 4,832 | $155K | — |
| RF Regions Financial Corp. | 0.04% | 5,620 | $154K | — |
| GEV GE Vernova Inc. | 0.04% | 227 | $148K | — |
| ARLP Alliance Resource Partners | 0.04% | 6,200 | $144K | — |
| CVX Chevron Corp. | 0.04% | 942 | $144K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 1,229 | $140K | — |
| MPLX MPLX LP | 0.04% | 2,603 | $139K | — |
| MCD McDonald's Corp. | 0.04% | 440 | $134K | — |
| ET Energy Transfer LP | 0.04% | 8,140 | $134K | — |
| LOW Lowe's Cos Inc. | 0.04% | 551 | $133K | — |
| EXE Expand Energy Corp. | 0.04% | 1,176 | $130K | — |
| IHE iShares US Pharmaceuticals E | 0.04% | 1,480 | $126K | — |
| DUK Duke Energy Corp. | 0.04% | 1,040 | $122K | — |
| BDX Becton Dickinson and Co. | 0.03% | 620 | $120K | — |
| T AT&T Inc. | 0.03% | 4,811 | $120K | — |
| IXN iShares Global Tech ETF | 0.03% | 1,110 | $117K | — |
| BLK BlackRock Inc. | 0.03% | 108 | $116K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.03% | 253 | $115K | — |
| PULS Pgim Ultra Short Bond ETF | 0.03% | 2,296 | $114K | — |
| PH Parker Hannifin Corp. | 0.03% | 130 | $114K | — |
| SCHD Schwab US DVD Equity ETF | 0.03% | 4,091 | $112K | — |
Lines left out (4) · $489 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| JEPI JPMorgan Equity Premium Inco | EQUITY PREMIUM | 0 | $376 |
| ALL Allstate Corp. | COM | 0 | $54 |
| UTZ Utz Brands Inc. | COM CL A | 0 | $34 |
| O Realty Income Corp. | COM | 0 | $25 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $347.2M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.