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Acorn Financial Advisory Services Inc. /adv
Acorn Financial Advisory Services, Inc. (AFAS) is a Registered Investment Adviser (RIA) headquartered in Reston, Virginia, and was founded in 1996. The firm provides personalized, confidential financial planning and investment management services to individuals, families, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. AFAS is a Virginia corporation, wholly owned by James M. Gambaccini, CFP®. The firm offers comprehensive advisory services including objective setting, challenge identification, budgeting, cash flow, tax and estate planning, investment analysis, business studies, and more. It is not a broker-dealer or custodian, but its representatives may be licensed with multiple broker-dealers or insurance providers.
Investment Strategy
AFAS offers a client-centric, holistic financial planning and investment management process. Their investment approach is tailored through direct consultations to develop long-term strategies encompassing financial objectives, risk assessment, budgeting, retirement and estate planning, charitable giving, insurance planning, business and real estate analysis, and tax optimization. The strategy integrates both discretionary and non-discretionary asset management, emphasizing individualized, comprehensive advice that adapts to the evolving needs of each client.
Latest 13F Filing Activity
Acorn Financial Advisory Services Inc. /adv filed their most recent 13F report on Jun 30, 2025 disclosing 198 equity positions with a total 13F market value of $610M. The fund increased holdings in Ishares Bitcoin Trust Etf, SPDR Series Trust, Etf Opportunities Trust among other positions. Acorn Financial Advisory Services Inc. /adv reduced exposure to RBB FD Inc., Apple Inc., RBB FD Inc. among others.
Top Holdings
Equity Positions (198)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XBIL | RBB FD INC | 9.63% | $58.7M | 1,171,132 | $50.11 | $50.15 | -$3.0M |
V VOO | VANGUARD INDEX FDS | 9.59% | $58.5M | 102,983 | $417.76 | $568.03 | +$2.0M |
A AGG | ISHARES TR | 6.37% | $38.9M | 391,858 | $98.36 | $99.20 | +$1.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 6.16% | $37.6M | 658,888 | $48.05 | $57.01 | +$2.1M |
I IBIT | ISHARES BITCOIN TRUST ETF | 5.43% | $33.1M | 540,834 | $54.09 | $61.21 | +$16.6M |
Industry Allocation
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