Acumen Wealth Advisors, LLC ETF holdings
Chattanooga, TN
Reported $183.0M in 106 ETFs in its Form 13F for June 30, 2026.
ETF value
$183.0M
ETFs held
106
Change from prior quarter
+40.1%
With price moves
ETFs as a share of its 13F
38.8%
of $471.8M
Top 10 of 106 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | $34.6M | 349,345 | +1,358 shares |
| IVV | iShares Core S&P 500 ETF | $25.3M | 33,792 | −42,565 shares |
| FEOE | First Eagle Overseas Equity ETF | $23.6M | 442,679 | +407,190 shares |
| AVUV | Avantis US Small Cap Value ETF | $20.1M | 161,159 | +160,957 shares |
| AVNM | Avantis All International Markets Equity ETF | $16.2M | 197,134 | +177,438 shares |
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | $15.2M | 397,385 | New position |
| VTEB | Vanguard Tax-Exempt Bond ETF | $13.1M | 258,536 | +91,249 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $10.4M | 126,120 | +125,969 shares |
| PULS | PGIM Ultra Short Bond ETF | $8.3M | 167,133 | +102,275 shares |
| VSDM | Vanguard Short Tax-ex Bond | $6.3M | 82,467 | +71,403 shares |
96 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001939202. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Acumen Wealth Advisors, LLC own?
Acumen Wealth Advisors, LLC reported 106 ETF positions worth $183.0M in its Form 13F for June 30, 2026. The largest was AGG, at $34.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.