Acorn Creek Capital LLC
Acorn Creek Capital LLC is a registered investment adviser headquartered in Fort Collins, Colorado. Founded in 2023, the firm manages portfolios for a diverse spectrum of clients including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm currently employs approximately 5-6 staff, predominantly investment professionals, and serves over 380 client accounts. Acorn Creek Capital is focused on providing personalized wealth management and disciplined investment solutions.
Investment Strategy
Acorn Creek Capital LLC deploys a disciplined, diversified investment strategy centered around asset allocation and portfolio customization to align with each client’s financial goals and risk tolerance. The firm’s approach emphasizes broad diversification across equities, fixed income, and alternative asset classes, with a focus on ETFs and large cap stocks, both growth and value. Acorn Creek Capital tailors strategies to individual and institutional clients, integrating financial planning and ongoing education to ensure strategies remain aligned with evolving objectives. This investment philosophy stresses long-term value creation through prudent risk management and evidence-based portfolio design.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 11.66% | $28.1M | 158,943 | $153.92 | $176.74 | +$1.9M |
D DFAS | DIMENSIONAL ETF TRUST | 10.59% | $25.5M | 400,455 | $62.46 | $63.71 | +$16.9M |
B BIV | VANGUARD BD INDEX FDS | 10.35% | $24.9M | 322,252 | $76.42 | $77.34 | +$2.7M |
D DFIC | DIMENSIONAL ETF TRUST | 10.33% | $24.9M | 800,475 | $27.28 | $31.09 | +$8.6M |
D DFLV | DIMENSIONAL ETF TRUST | 9.66% | $23.3M | 749,894 | $28.23 | $31.02 | +$4.3M |