Acumen Wealth Advisors Q2 2026 Investment Activity
Acumen Wealth Advisors' portfolio maintained a substantial value of $448,508,908 as of June 30th, 2026. The investment strategy this quarter involved notable purchases and sales across various sectors.
As of June 30th, 2026, Acumen Wealth Advisors' portfolio held a substantial value of $448,508,908. This filing details observable changes in holdings during the second quarter compared to the previous period.
The investor's activity this quarter was characterized by both strategic additions and disposals. Significant purchases were noted for several positions:
- RBB Fund Trust (Ticker: 75526L878) saw a massive increase of over 100% in shares, representing one of the largest additions.
- FIDELITY COVINGTON TRUST (Ticker: FFSM) experienced a full 100% increase in shares, indicating strong confidence in this fund.
- AMERICAN CENTY ETF Trust (Ticker: AVUV) added significantly to its position, boosting the allocation percentage from a previous level.
- ISHARES INC (Ticker: IEMG) showed substantial buying interest, increasing its stake considerably.
- PGIM ETF Trust (Ticker: PULS) also added a significant number of shares during this period.
In contrast, the investor disposed of several substantial holdings:
- ISHARES TR (IVV) experienced a significant reduction in its position.
- NVIDIA Corporation saw a large decrease, though it remains one of the top weighted holdings.
- MICROSOFT CORP (MSFT) also faced substantial share reduction during this quarter.
The portfolio's sector allocation reflects these changes. Technology remains a strong focus, while other sectors like Healthcare and Financial Services are represented by specific trusts or ETFs mentioned in the changed holdings list.
This activity indicates Acumen Wealth Advisors' active management approach during Q2 2026, involving both new investments and strategic exits from existing positions. The portfolio's overall structure continues to diversify across various asset classes as of this date.