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Amy Stone

Acumen Wealth Advisors, Llc

Assets Managed
$371.782M
Holdings
439
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
7.09%(2Q avg: 3.55%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Acumen Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 439 positions.

Assets under management

The assets under management (AUM) of Acumen Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 371.782M in assets, with a quarterly growth rate of 7.09% and a 2-quarter average growth rate of 3.55%. The portfolio is managed by Amy Stone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.47%
13.42%
$49.877M
76,357 shares@ $653.22 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.56%
9.3%
$34.545M
347,987 shares@ $99.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 12.61%
3.74%
$13.897M
37,543 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.59%
3.48%
$12.904M
50,843 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.7%
3.35%
$12.45M
43,297 shares@ $287.57 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1611.59%
3.14%
$11.652M
181,839 shares@ $64.09 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2132.25%
2.85%
$10.584M
85,138 shares@ $124.32 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 3.79%
2.62%
$9.712M
16,976 shares@ $572.14 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 18.74%
2.46%
$9.117M
43,775 shares@ $208.28 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -11.47%
2.35%
$8.717M
35,663 shares@ $244.44 avg price

1-10 of 439