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CIK: 0001730610
Total reported value
$407.1M
$407.1M
251 檔
13.1%
The Q2 2025 SEC filing reveals that Acorn Wealth Advisors, LLC held a total portfolio value of $407.1M, covering 251 public equity positions.
In Q2 2025, Acorn Wealth Advisors, LLC displayed an active expansion posture, initiating 33 new positions and adding to 76 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 6.72% | -0.28% | -2.01% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.37% | +0.15% | +3.96% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.35% | -0.13% | +0.24% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | +0.67% | -2.01% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.53% | -0.08% | +9.23% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.29% | +0.95% | +17.20% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.14% | +0.01% | +1.08% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.12% | +0.06% | -1.50% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.86% | +0.23% | +98.35% | |
| 10 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.75% | -0.03% | +12.51% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.56% | -0.12% | +50.66% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.54% | +0.01% | -4.42% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.46% | +0.26% | -0.64% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.46% | -0.01% | +11.47% | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.45% | +0.09% | -2.08% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.39% | -0.09% | -4.57% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | +0.04% | +1.23% | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.34% | +0.02% | -2.91% | |
| 19 | DFSD | Dimensional Short Duration | ETF-Other | 1.30% | -0.10% | -1.98% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.26% | -0.11% | +7.90% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.19% | +0.04% | +5.75% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.19% | -8.26% | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.00% | +0.18% | +6.86% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.98% | — | -0.40% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.10% | — | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.94% | +0.01% | -4.68% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.92% | -0.02% | +5.18% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | +0.01% | +0.02% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.89% | -0.05% | -9.11% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | -0.16% | +59.25% | |
| 31 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.73% | -0.02% | +3.76% | |
| 32 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.71% | +0.06% | +11.05% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | -0.12% | +283.79% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.66% | -1.91% | EXIT | |
| 35 | SIO | Touchstone Strtg In Etf-iusd | ETF-Other | 0.64% | -0.01% | +15.11% | |
| 36 | FIW | First Trust Water ETF | ETF-Other | 0.64% | -0.03% | -0.12% | |
| 37 | VHT | Vanguard Health Care ETF | ETF-Other | 0.64% | — | -48.47% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.06% | +10.30% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.12% | +6.96% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.61% | +0.01% | +0.30% | |
| 41 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.61% | -0.01% | -1.41% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | -0.25% | +0.26% | |
| 43 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.58% | -1.77% | EXIT | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | +0.11% | +0.33% | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.54% | — | +0.02% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | — | +96.56% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.27% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | -0.08% | -3.41% | |
| 49 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.49% | +0.23% | +3.93% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | -0.04% | -13.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1% | +98.35% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1% | NEW | New buy |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | NEW | New buy |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +50.66% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.5% | +283.79% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -2.01% | Trim |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +263.06% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | NEW | New buy |
| 9 | DFAC | Dimensional US Core Equity 2 | +0.3% | +17.20% | Add |
| 10 | VTV | Vanguard Value ETF | +0.3% | +59.25% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.3% | NEW | New buy |
| 12 | UPS | United Parcel Service-cl B | +0.3% | NEW | New buy |
| 13 | BSV | Vanguard Short-term Bond ETF | +0.2% | +96.56% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.2% | -1.50% | Trim |
| 15 | NVDA | Nvidia CORP | +0.2% | -8.26% | Trim |
| 16 | MUB | Ishares National Muni Bond E | +0.2% | NEW | New buy |
| 17 | AVUS | Avantis U.s. Equity ETF | +0.2% | NEW | New buy |
| 18 | BIV | Vanguard Intermediate-term B | +0.2% | NEW | New buy |
| 19 | DFSV | Dimensional US Small Cap Val | +0.1% | +36.73% | Add |
| 20 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | NEW | New buy |
| 21 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +21.69% | Add |
| 23 | IYW | Ishares Ustechnology ETF | +0.1% | NEW | New buy |
| 24 | DFAI | Dimensional International Co | +0.1% | +46.29% | Add |
| 25 | BLV | Vanguard Long-term Bond ETF | +0.1% | NEW | New buy |
| 26 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 27 | LRNZ | Trueshrs Tech Ai Deep Lr ETF | +0.1% | NEW | New buy |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | NEW | New buy |
| 29 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | NEW | New buy |
| 31 | QTUM | Defiance Quantum ETF | +0.1% | NEW | New buy |
| 32 | GBIL | Goldman Sachs Access Treasur | +0.1% | NEW | New buy |
| 33 | PLTR | Palantir Technologies Inc-a | +0.1% | +22.76% | Add |
| 34 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +1.23% | Add |
| 36 | RDVY | First Trust Rising Dividend | +0.1% | NEW | New buy |
| 37 | AMZN | Amazon.com Inc | +0.1% | +10.30% | Add |
| 38 | TT | Trane Technologies plc | +0.1% | NEW | New buy |
| 39 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 40 | HACK | Amplify Cybersecurity ETF | +0.1% | NEW | New buy |
| 41 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 42 | NRG | Nrg Energy Inc | +0.1% | NEW | New buy |
| 43 | OGIG | Alps Oshares Global Internet | +0.1% | NEW | New buy |
| 44 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | New buy |
| 45 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 46 | SDVY | First Trust Smid Cap Rising | +0.1% | NEW | New buy |
| 47 | DTM | Dt Midstream Inc | +0.1% | NEW | New buy |
| 48 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +11.47% | Add |
| 49 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +14.35% | Add |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +48.59% | Add |
According to official SEC Form 13F filings, Acorn Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $407.1M across 251 disclosed positions in Q2 2025.
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 13.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
VEA
市值: $2.6M
Top Position Liquidated / Trimmed
PAAA
前期市值: $1.1M
During Q2 2025, Acorn Wealth Advisors, LLC's top holdings by market value included BND (6.7%)、SCHD (4.4%)、MOAT (3.4%). The largest single position, BND, represented 6.7% of total portfolio value.
In Q2 2025, Acorn Wealth Advisors, LLC made 197 total portfolio adjustments, initiating 33 new buys, adding to 76 positions, trimming 73 holdings, and fully liquidating 15 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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