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CIK: 0001730610
Total reported value
$410.3M
$410.3M
235 檔
12.8%
During the Q4 2024 filing period, Acorn Wealth Advisors, LLC (CIK: 0001730610) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $410.3M across 235 reported positions.
Acorn Wealth Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 20 new positions while fully exiting 11 holdings and trimming 89 positions.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 7.60% | -1.10% | -1.40% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.84% | -0.48% | +188.68% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.62% | -1.51% | +5.22% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.85% | -0.17% | -11.60% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.26% | +0.15% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.23% | -0.12% | +0.28% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.13% | +0.33% | +0.33% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.01% | +0.42% | +1081.04% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.97% | -0.08% | +0.16% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.81% | -0.17% | -3.89% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.62% | +0.01% | +182.39% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.62% | -0.35% | -0.99% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.62% | +0.07% | +16.66% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.55% | -0.08% | -9.02% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-Other | 1.46% | -0.07% | EXIT | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | -0.03% | +2.51% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.26% | -0.09% | +27.89% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.07% | -0.43% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.24% | +0.06% | -11.81% | |
| 20 | BX | Blackstone Inc | Stock-Financials | 1.11% | -0.08% | -1.94% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.10% | -0.46% | -1.72% | |
| 22 | DFSD | Dimensional Short Duration | ETF-Other | 1.09% | -0.10% | -8.37% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | -0.06% | -1.35% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.06% | -0.06% | +2.77% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.04% | -0.23% | -3.98% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.05% | -14.06% | |
| 27 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.00% | +0.08% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.15% | +41.48% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.89% | +0.31% | +464.00% | |
| 30 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.81% | -0.07% | EXIT | |
| 31 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.77% | -0.07% | -7.20% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.72% | -0.06% | -1.22% | |
| 33 | FIW | First Trust Water ETF | ETF-Other | 0.70% | -0.03% | -1.62% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | -0.08% | +0.18% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.04% | +5.60% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.66% | -0.16% | -6.41% | |
| 37 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.64% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.10% | +1.10% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.25% | +0.24% | |
| 40 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.62% | +0.11% | +627.49% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | +0.12% | +80.21% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.58% | -0.02% | -10.60% | |
| 43 | SIO | Touchstone Strtg In Etf-iusd | ETF-Other | 0.58% | -0.03% | — | |
| 44 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.53% | — | +3.70% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.05% | -9.52% | |
| 46 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.51% | +0.21% | — | |
| 47 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 0.48% | -0.06% | -5.81% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.19% | +44.76% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.46% | +0.01% | +187.70% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.12% | -2.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.8% | +1081.04% | Add |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | +1% | NEW | New buy |
| 3 | FTCB | Ft Core Investment Grade ETF | +0.6% | NEW | New buy |
| 4 | SIO | Touchstone Strtg In Etf-iusd | +0.6% | NEW | New buy |
| 5 | DFSV | Dimensional US Small Cap Val | +0.5% | +627.49% | Add |
| 6 | DUHP | Dimensional US High Profi Et | +0.5% | NEW | New buy |
| 7 | CGIC | Cap Group Intl Core Eq | +0.4% | NEW | New buy |
| 8 | UCON | First Trust Smith Unconstrai | +0.3% | NEW | New buy |
| 9 | HYLS | Ft Tactical High Yield ETF | +0.3% | NEW | New buy |
| 10 | SCHG | Schwab US Large-cap Growth | +0.3% | +464.00% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +41.48% | Add |
| 12 | VTV | Vanguard Value ETF | +0.2% | +80.21% | Add |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +27.89% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.2% | +92.33% | Add |
| 15 | VBR | Vanguard Small-cap Value ETF | +0.2% | NEW | New buy |
| 16 | DISV | Dimensional International Sm | +0.2% | NEW | New buy |
| 17 | BSV | Vanguard Short-term Bond ETF | +0.1% | +112.04% | Add |
| 18 | DFIC | Dimensional International Co | +0.1% | NEW | New buy |
| 19 | GLD | Spdr Gold Shares | +0.1% | +44.76% | Add |
| 20 | DIHP | Dimensional International Hi | +0.1% | +188.79% | Add |
| 21 | DUSB | Dimension Ultrashort Fi ETF | +0.1% | NEW | New buy |
| 22 | CGNG | Cap Group New Geography Eq | +0.1% | NEW | New buy |
| 23 | DFGP | Dimensional Glbl Core Pl Fix | +0.1% | +16.66% | Add |
| 24 | TSLA | Tesla Inc | +0.1% | +4.07% | Add |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -0.43% | Trim |
| 27 | SLV | Ishares Silver Trust | +0.1% | +76.41% | Add |
| 28 | DFGR | Dim Global Real Estate ETF | +0.1% | NEW | New buy |
| 29 | FLMI | Franklin Dynamic Municipal B | +0.1% | NEW | New buy |
| 30 | DEHP | Dimensional Emrg Mrk Hi Prof | +0.1% | NEW | New buy |
| 31 | TPL | Texas Pacific Land CORP | +0.1% | NEW | New buy |
| 32 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | NEW | New buy |
| 33 | GILD | Gilead Sciences Inc | +0.1% | NEW | New buy |
| 34 | EVTR | Eaton Vance Total Return | +0.1% | NEW | New buy |
| 35 | AMZN | Amazon.com Inc | +0.1% | +1.10% | Add |
| 36 | AAPL | Apple Inc | +0.1% | +0.16% | Add |
| 37 | BX | Blackstone Inc | +0.1% | -1.94% | Trim |
| 38 | AVGO | Broadcom Inc | +0.1% | +3.65% | Add |
| 39 | NVDA | Nvidia CORP | +0.1% | -1.35% | Trim |
| 40 | V | Visa Inc-class A Shares | 0% | +0.40% | Add |
| 41 | FSK | Fs Kkr Capital CORP | 0% | +2.36% | Add |
| 42 | DIS | Walt Disney Co/the | 0% | -0.80% | Trim |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +24.00% | Add |
| 44 | FTNT | Fortinet Inc | 0% | -0.02% | Trim |
| 45 | QQQ | Invesco Qqq Trust Series 1 | 0% | +5.26% | Add |
| 46 | MEOH | Methanex CORP | 0% | — | Unchanged |
| 47 | GOOGL | Alphabet Inc-cl A | 0% | -2.97% | Trim |
| 48 | VO | Vanguard Mid-cap ETF | 0% | +17.75% | Add |
| 49 | KMI | Kinder Morgan, Inc. | 0% | -7.79% | Trim |
| 50 | MSB | Mesabi Trust | 0% | — | Unchanged |
According to official SEC Form 13F filings, Acorn Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $410.3M across 235 disclosed positions in Q4 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 12.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
JCPB
市值: $2.4M
Top Position Liquidated / Trimmed
IEF
前期市值: $465.9K
During Q4 2024, Acorn Wealth Advisors, LLC's top holdings by market value included BND (7.6%)、SCHD (4.8%)、MOAT (3.6%). The largest single position, BND, represented 7.6% of total portfolio value.
In Q4 2024, Acorn Wealth Advisors, LLC made 193 total portfolio adjustments, initiating 20 new buys, adding to 73 positions, trimming 89 holdings, and fully liquidating 11 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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