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Acorn Wealth Advisors, LLC
Acorn Wealth Advisors, LLC is an independent asset management and financial planning firm offering a variety of financial services to individuals and high-net-worth individuals.
Investment Strategy
Offers discretionary and non-discretionary asset management services, focusing on a range of securities and strategies tailored to clients' objectives.
Latest 13F Filing Activity
Acorn Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 250 equity positions with a total 13F market value of $269M. The fund increased holdings in Schwab Strategic TR, Vanguard Tax-managed FDS, Microsoft Corp. among other positions. Acorn Wealth Advisors, LLC reduced exposure to Vanguard World FD, Pgim Etf TR, Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (250)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 6.72% | $18.1M | 245,499 | $71.90 | $73.63 | -$326.3K |
S SCHD | SCHWAB STRATEGIC TR | 4.37% | $11.8M | 443,402 | $18.29 | $26.50 | -$174.9K |
M MOAT | VANECK ETF TRUST | 3.35% | $9.0M | 96,121 | $70.99 | $93.79 | +$576.6K |
M MSFT | MICROSOFT CORP | 2.89% | $7.8M | 15,633 | $133.15 | $497.41 | +$1.8M |
D DFCF | DIMENSIONAL ETF TRUST | 2.53% | $6.8M | 160,995 | $42.19 | $42.26 | +$604.5K |
Industry Allocation
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