SEC Form 13F

Acumen Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$471,770,173
Positions493

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRAGGCORE US AGGBD ET$34,578,169349,345
ISHARES TRIVVCORE S&P500 ETF$25,306,70533,792
RBB FUND TRUSTFEOEFIRS EAGL OV ETF$23,639,059442,679
NVIDIA CORPORATIONNVDACOM$21,816,413109,033
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$20,106,143161,159
AMERICAN CENTY ETF TRAVNMAVANTIS ALL INT$16,239,899197,134
APPLE INCAAPLCOM$15,688,20354,217
ALPHABET INCGOOGLCAP STK CL A$15,429,09343,174
FIDELITY COVINGTON TRUSTFFSMFUN SMA MID ETF$15,184,081397,385
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$13,076,751258,536

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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