Institutions / Acorn Financial Advisory Services Inc /Adv
Acorn Financial Advisory Services Inc /Adv
CIK 1018561 · Institution · as of Mar 31, 2026
Portfolio value
$729.82M
Positions
215
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$729.82M+7.7%Positions
215+0.0%Top holdings
Mar 31, 2026View all 215 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $53.24M | 7.3% |
| Vanguard Tax-Managed Fds | $49.44M | 6.8% |
| iShares Gold Tr | $42.65M | 5.8% |
| Vanguard Index Fds | $42.12M | 5.8% |
| PIMCO ETF Tr | $39.47M | 5.4% |
| SPDR Series Trust | $38.01M | 5.2% |
| Exxon Mobil Corp | $30.40M | 4.2% |
| American Centy ETF Tr | $30.35M | 4.2% |
| Warren E. Buffett | $27.69M | 3.8% |
| iShares Bitcoin Trust ETF | $25.31M | 3.5% |
| Select Sector SPDR Tr | $20.96M | 2.9% |
| First Majestic Silver Corp | $19.33M | 2.6% |
| VanEck ETF Trust | $18.88M | 2.6% |
| Rbb Fd Inc | $17.68M | 2.4% |
| Invesco Qqq Tr | $16.03M | 2.2% |
| Frontline PLC | $13.47M | 1.8% |
| Sprott Fds Tr | $13.26M | 1.8% |
| Invesco Exchange Traded Fd T | $13.23M | 1.8% |
| International Seaways, Inc. | $13.15M | 1.8% |
| Dht Holdings Inc | $13.12M | 1.8% |
| Apple Inc. | $11.11M | 1.5% |
| SPDR Series Trust | $9.15M | 1.3% |
| Vanguard Index Fds | $5.00M | 0.7% |
| Vanguard Index Fds | $4.98M | 0.7% |
| Rbb Fd Inc | $4.62M | 0.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 922908751 Common stock | $-31.13M | -119K -86.17% | 19,072 0.68% of portfolio | medium |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $27.71M | +163K +1031.30% | 179,187 4.17% of portfolio | medium |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $26.12M | +55K +1663.92% | 57,786 3.79% of portfolio | medium |
| Q1 2026 as of | Add | 81369Y506 Common stock | $20.55M | +335K +5050.84% | 342,067 2.87% of portfolio | medium |
| Q1 2026 as of | New | 92189H607 Common stock | $18.88M | +47K | 46,714 2.59% of portfolio | medium |
| Q1 2026 as of | Trim | 922908363 Common stock | $-18.68M | -31K -30.73% | 70,480 5.77% of portfolio | medium |
| Q1 2026 as of | Trim | 922908736 Common stock | $-17.82M | -41K -78.15% | 11,406 0.68% of portfolio | medium |
| Q1 2026 as of | Trim | 78468R663 Common stock | $-17.74M | -194K -65.96% | 99,874 1.25% of portfolio | medium |
| Q1 2026 as of | Trim | 025072885 Common stock | $-14.67M | -132K -83.08% | 26,869 0.41% of portfolio | medium |
| Q1 2026 as of | New | M46528101 Common stock | $13.47M | +386K | 386,264 1.84% of portfolio | medium |