Acumen Wealth Advisors, LLC
Q4 2025 13F Holdings
- Locationchattanooga, TN
- Num holdings
525
- Value ($000)
$347,186
- Date Filed02/13/2026
- Form type13F-HR
- CIK0001939202
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $49.59M | 14 % | 72,402 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $34.22M | 10 % | 342,659 | ||
MICROSOFT CORP | COM | 594918104 | $16.12M | 5 % | 33,339 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $13.33M | 4 % | 42,575 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.88M | 4 % | 25,621 | ||
APPLE INC | COM | 037833100 | $12.39M | 4 % | 45,563 | ||
META PLATFORMS INC | CL A | 30303M102 | $10.8M | 3 % | 16,357 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $10.21M | 3 % | 33,524 | ||
LAM RESEARCH CORP | COM NEW | 512807306 | $8.75M | 3 % | 51,051 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | $8.54M | 3 % | 14,728 |
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