Acumen Wealth Advisors, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    chattanooga, TN
  • CIK
    0001939202
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

525

$347.19M
IVV, AGG, MSFT, GOOGL
13F-HR
Feb 13, 2026
000193920226000002