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Home > Institutional Investor > Acumen Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Acumen Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 349,345 $34,578,169 7.33%
2.
Ishares Trust
 IEF 33,792 $25,306,705 5.36%
3.
Rbb Fund Trust - FIRS EAGL OV ETF
 442,679 $23,639,059 5.01%
4.
Nvidia Corp
 NVDA 109,033 $21,816,413 4.62%
5.
American Centy Etf Tr
 161,159 $20,106,143 4.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.