13F Filings History of Acumen Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$347,152,061
Signature - Title
Amy Stone - Chief Compliance and Operations Officer
Location
Chattanooga, TN
Summary
This page shows a list of all the recent 13F filings made by Acumen Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Acumen Wealth Advisors, LLC reported 521 stock holdings with total value $347,152,061 as of Q4 2025. Top holdings included IVV, AGG, MSFT, GOOGL, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 521 $347,152,061 $0 $0 $0 IVV, AGG, MSFT, GOOGL, BRKB 13F-HR 13 Feb 2026, 13:38