Acumen Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Chattanooga, TN
CIK
0001939202
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
439
371,782
IVV, AGG, MSFT, AAPL
13F-HR
5/13/2026
000193920226000003
Q4 2025
525
347,186
IVV, AGG, MSFT, GOOGL
13F-HR
2/13/2026
000193920226000002