Holdings
Acumen Wealth Advisors, LLC
As of Jun 30, 2026, Acumen Wealth Advisors, LLC reported 357 positions worth US$284M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 109K | US$21.8M | +69,710 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 46,714 | US$16.7M | −694 | Jun 30, 2026 |
| Apple Inc | 54,217 | US$15.7M | +3,374 | Jun 30, 2026 |
| Microsoft Corp. | 33,240 | US$12.4M | −4,303 | Jun 30, 2026 |
| Broadcom Inc. | 29,169 | US$11M | +4,297 | Jun 30, 2026 |
| Amazon.com, Inc. | 45,634 | US$10.9M | +1,859 | Jun 30, 2026 |
| Micron Technology, Inc. | 8,831 | US$10.2M | +5,498 | Jun 30, 2026 |
| Lam Research Corporation | 23,460 | US$10.2M | −12,725 | Jun 30, 2026 |
| Dell Technologies Inc. | 17,631 | US$7.61M | +11,189 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 15,251 | US$7.3M | −9,990 | Jun 30, 2026 |