Long-term investor
Acumen Wealth Advisors, LLC @acumenwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001939202).
Record
- Tracked since 2025-12-31 (257 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.6%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AGG · 7.3% · long · since 2025-12-31
- IVV · 5.4% · long · since 2025-12-31
- FEOE · 5.0% · long · since 2026-03-31
- NVDA · 4.6% · long · since 2025-12-31
- AVUV · 4.3% · long · since 2026-03-31
- AVNM · 3.4% · long · since 2026-03-31
- AAPL · 3.3% · long · since 2025-12-31
- GOOGL · 3.3% · long · since 2025-12-31
- FFSM · 3.2% · long · since 2026-06-30
- VTEB · 2.8% · long · since 2025-12-31
- MSFT · 2.6% · long · since 2025-12-31
- AVGO · 2.3% · long · since 2025-12-31