Acorn Wealth Advisors, LLC
CIK:0001730610
Investment Adviser
$430M AUM
251 holdings
Grand Blanc, MI, USA
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.
Top Buys
S
SCHGSCHWAB STRATEGIC TR+$2.8M
V
VEAVANGUARD TAX-MANAGED FDS+$2.6M
M
MSFTMICROSOFT CORP+$1.8M
V
VTIVANGUARD INDEX FDS+$1.7M
V
VUGVANGUARD INDEX FDS+$1.4M
Top Sells
V
VHTVANGUARD WORLD FD-$1.8M
P
PAAAPGIM ETF TR-$1.1M
R
RYHINVESCO EXCHANGE TRADED FD T-$745.1K
U
USOIUBS AG JERSEY BRANCH-$574.9K
L
LQDISHARES TR-$459.0K
Top Holdings
B
BNDVANGUARD BD INDEX FDS+6.7%$18.1M
S
SCHDSCHWAB STRATEGIC TR+4.4%$11.8M
M
MOATVANECK ETF TRUST+3.4%$9.0M
M
MSFTMICROSOFT CORP+2.9%$7.8M
D
DFCFDIMENSIONAL ETF TRUST+2.5%$6.8M
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
SERVICES-PREPACKAGED SOFTWARE
+3.3%
COMMODITY CONTRACTS BROKERS & DEALERS
+1.9%
NATIONAL COMMERCIAL BANKS
+1.5%
ELECTRONIC COMPUTERS
+1.5%
SEMICONDUCTORS & RELATED DEVICES
+1.3%