Institutional Manager · CIK 0001939202
Acumen Wealth Advisors, LLC
CHATTANOOGA, TN · File #028-26352
Latest AUM
$347.2M
Positions
564
Top-10 Concentration
52.9%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 72,402 | $49.6M | 15.53% |
| 2 | ISHARES TR | 464287226 | 342,659 | $34.2M | 10.72% |
| 3 | MICROSOFT CORP | MSFT | 29,057 | $14.1M | 4.40% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 25,621 | $12.9M | 4.03% |
| 5 | ALPHABET INC | GOOG | 36,817 | $11.5M | 3.61% |
| 6 | META PLATFORMS INC | META | 15,483 | $10.2M | 3.20% |
| 7 | APPLE INC | AAPL | 36,700 | $10.0M | 3.12% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 31,902 | $9.7M | 3.04% |
| 9 | LAM RESEARCH CORP | LRCX | 50,787 | $8.7M | 2.73% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 14,085 | $8.2M | 2.56% |
| 11 | JOHNSON & JOHNSON | JNJ | 38,147 | $7.9M | 2.47% |
| 12 | VANGUARD MUN BD FDS | 922907746 | 146,149 | $7.3M | 2.30% |
| 13 | AMAZON COM INC | AMZN | 29,536 | $6.8M | 2.13% |
| 14 | ABBOTT LABS | ABLZF | 48,037 | $6.0M | 1.88% |
| 15 | SALESFORCE INC | CRM | 22,009 | $5.8M | 1.83% |
| 16 | BROADCOM INC | AVGO | 16,795 | $5.8M | 1.82% |
| 17 | US BANCORP DEL | USB-PS | 102,686 | $5.5M | 1.73% |
| 18 | VISA INC | V | 14,799 | $5.2M | 1.63% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 15,383 | $5.1M | 1.59% |
| 20 | ELEVANCE HEALTH INC FORMERLY | ELV | 14,263 | $5.0M | 1.57% |