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CIK: 0001730610
Total reported value
$410.3M
$410.3M
227 檔
13.6%
According to the latest 13F quarterly dataset, Acorn Wealth Advisors, LLC managed an equity portfolio of $410.3M at the end of Q3 2024, spanning 227 distinct U.S. exchange-listed positions.
In Q3 2024, Acorn Wealth Advisors, LLC displayed an active expansion posture, initiating 27 new positions and adding to 96 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 8.38% | -1.10% | +24.56% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.40% | -0.48% | -2.90% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.74% | -1.51% | +3.93% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.51% | -0.17% | +21.45% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.26% | +1.69% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.34% | -0.12% | +0.12% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.14% | +0.33% | +3.22% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.01% | -0.17% | +2.76% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.90% | -0.08% | +3.38% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 1.90% | -0.07% | EXIT | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.79% | +0.01% | -1.46% | |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.74% | -0.08% | +37.03% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.71% | -0.35% | +16.71% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.50% | +0.07% | +48.55% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.43% | +0.06% | -1.58% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | -0.03% | +0.65% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.26% | -0.10% | -3.81% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | -0.05% | -4.45% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.21% | -0.46% | +3.69% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.07% | +8.53% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.14% | -0.23% | -1.84% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.08% | -0.06% | -3.29% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.05% | -0.09% | -6.69% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 1.05% | -0.08% | +0.70% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | -0.06% | +10.83% | |
| 26 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.98% | -0.07% | EXIT | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.88% | -0.07% | -0.18% | |
| 28 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.80% | -0.06% | +8.97% | |
| 29 | FIW | First Trust Water ETF | ETF-Other | 0.79% | -0.03% | -0.77% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.08% | -0.84% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.74% | -0.16% | +0.74% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.15% | -1.98% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.25% | -2.78% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.04% | +0.43% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.66% | -0.02% | -0.72% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.61% | +0.31% | +18.39% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.05% | -6.57% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.10% | +21.31% | |
| 39 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 0.56% | -0.06% | +14.79% | |
| 40 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.54% | — | +15.09% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.53% | -0.04% | — | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | +0.01% | -21.41% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.12% | -4.70% | |
| 44 | ✓ | Spdr Ser Tr | Stock-Other | 0.45% | -0.22% | EXIT | |
| 45 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.44% | — | — | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.43% | -0.13% | -0.26% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-Other | 0.40% | -0.04% | -5.03% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.17% | -1.47% | |
| 49 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.39% | -0.03% | +8.18% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.39% | -0.05% | -2.05% |
According to official SEC Form 13F filings, Acorn Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $410.3M across 227 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, SCHD, MOAT) accounted for 13.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
DFIV
市值: $1.2M
Top Position Liquidated / Trimmed
XOP
前期市值: $1.2M
During Q3 2024, Acorn Wealth Advisors, LLC's top holdings by market value included BND (8.4%)、SCHD (5.4%)、MOAT (3.7%). The largest single position, BND, represented 8.4% of total portfolio value.
In Q3 2024, Acorn Wealth Advisors, LLC made 186 total portfolio adjustments, initiating 27 new buys, adding to 96 positions, trimming 59 holdings, and fully liquidating 4 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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