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CIK: 0001730610
Total reported value
$407.1M
$407.1M
204 檔
11.8%
In Q2 2024, Acorn Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $407.1M, distributed across 204 disclosed stock positions.
During Q2 2024, Acorn Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 7.42% | -0.28% | +18.46% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.89% | +0.15% | -2.87% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.70% | -0.13% | +18.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | +0.67% | +3.50% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.20% | -0.08% | +26.28% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.48% | +0.01% | +5.43% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.40% | +0.06% | +2.31% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.07% | +0.01% | -3.77% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-Other | 2.03% | — | +0.89% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.96% | -0.09% | -5.34% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.91% | +0.26% | +2.14% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.68% | -0.03% | +35.99% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.58% | +0.04% | +22.42% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.49% | -0.10% | -3.80% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.41% | -0.11% | +4.03% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.41% | +0.02% | +57.15% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.40% | -0.12% | +0.79% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.33% | -0.05% | +26.90% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.28% | — | +0.78% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.22% | +0.01% | +16.16% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.19% | -0.01% | +0.05% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | +0.04% | +0.67% | |
| 23 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.12% | +0.09% | +61.58% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.19% | +994.46% | |
| 25 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.04% | +0.05% | NEW | |
| 26 | BX | Blackstone Inc | Stock-Financials | 0.97% | -0.02% | +1.99% | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.92% | -0.02% | -22.87% | |
| 28 | FIW | First Trust Water ETF | ETF-Other | 0.84% | -0.03% | -4.90% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.83% | +0.01% | -13.83% | |
| 30 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.80% | -0.01% | +21.02% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | +0.01% | +4.67% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.73% | -0.04% | +0.62% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.72% | — | +1.68% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | -0.25% | +0.26% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.12% | +0.30% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | +0.02% | -21.58% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | — | +1.18% | |
| 38 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.60% | — | -7.78% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.58% | +0.23% | +28.78% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.06% | +26.39% | |
| 41 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 0.53% | -0.03% | -4.74% | |
| 42 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.49% | — | +44.98% | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.48% | -0.01% | -0.70% | |
| 44 | ✓ | Spdr Ser Tr | Stock-Other | 0.46% | — | +1.32% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | +0.01% | +9.27% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | -0.01% | -7.34% | |
| 47 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.45% | +0.20% | — | |
| 48 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.44% | — | -0.39% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.44% | -0.08% | -4.69% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.11% | +8.35% |
According to official SEC Form 13F filings, Acorn Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $407.1M across 204 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BND, SCHD, MOAT) accounted for 11.8% of total reported equity market value during Q2 2024.
During Q2 2024, Acorn Wealth Advisors, LLC's top holdings by market value included BND (7.4%)、SCHD (5.9%)、MOAT (3.7%). The largest single position, BND, represented 7.4% of total portfolio value.
In Q2 2024, Acorn Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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