Institutions / Acorn Wealth Advisors, LLC
Acorn Wealth Advisors, LLC
CIK 1730610 · Institution · as of Dec 31, 2025
Portfolio value
$335.68M
Positions
268
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 268 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Bd Index Fds | $19.73M | 5.9% |
| Dimensional ETF Trust | $17.71M | 5.3% |
| Schwab Strategic Tr | $11.12M | 3.3% |
| VanEck ETF Trust | $9.29M | 2.8% |
| Schwab Strategic Tr | $8.56M | 2.6% |
| Microsoft Corp | $7.79M | 2.3% |
| Apple Inc. | $6.61M | 2.0% |
| Select Sector SPDR Tr | $6.46M | 1.9% |
| Vanguard Specialized Funds | $6.18M | 1.8% |
| NVIDIA Corp | $6.11M | 1.8% |
| Dimensional ETF Trust | $6.04M | 1.8% |
| Vanguard Index Fds | $5.26M | 1.6% |
| Dimensional ETF Trust | $5.00M | 1.5% |
| Dimensional ETF Trust | $4.46M | 1.3% |
| Capital Group International | $4.23M | 1.3% |
| Invesco Exchange Traded Fd T | $4.17M | 1.2% |
| JPMORGAN CHASE & CO | $4.06M | 1.2% |
| PGIM ETF Tr | $3.87M | 1.2% |
| iShares MSCI UAE ETF | $3.80M | 1.1% |
| Schwab Strategic Tr | $3.73M | 1.1% |
| Morgan Stanley ETF Trust | $3.55M | 1.1% |
| First Tr Exchng Traded Fd VI | $3.55M | 1.1% |
| Vanguard Index Fds | $3.49M | 1.0% |
| Dimensional ETF Trust | $3.37M | 1.0% |
| SPDR Gold Tr | $3.34M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.