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CIK: 0001730610
Total reported value
$410.3M
$410.3M
281 檔
14.1%
In Q3 2025, Acorn Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $410.3M, distributed across 281 disclosed stock positions.
In Q3 2025, Acorn Wealth Advisors, LLC displayed an active expansion posture, initiating 67 new positions and adding to 80 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 5.72% | -1.10% | +0.03% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.69% | -0.48% | -2.73% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.02% | +0.42% | +45.71% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.99% | -1.51% | +0.17% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.26% | +4.23% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.15% | +0.31% | +25.25% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.13% | -0.17% | -1.20% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.02% | -0.08% | +32.77% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.98% | +0.33% | -0.13% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.92% | -0.12% | +1.13% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.54% | -0.05% | +8.68% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.50% | -0.09% | +16.78% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.42% | -0.35% | -4.12% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.29% | -0.17% | -1.63% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | -0.07% | +0.06% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.19% | +0.01% | -3.53% | |
| 17 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.18% | +0.07% | -5.21% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | -0.03% | +2.14% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | -0.06% | +13.46% | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.12% | -0.08% | -5.42% | |
| 21 | DFSD | Dimensional Short Duration | ETF-Other | 1.10% | -0.10% | -0.03% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.04% | +0.06% | -4.53% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | -0.06% | +14.05% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -0.05% | +136.50% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.93% | +0.11% | +54.88% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | — | +282.04% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.88% | -0.08% | -0.28% | |
| 28 | EVTR | Eaton Vance Total Return | ETF-Other | 0.87% | -0.02% | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | +0.08% | -0.26% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.84% | -0.23% | +11.44% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.15% | +3.35% | |
| 32 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.79% | — | +30.97% | |
| 33 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.78% | +0.21% | +49.49% | |
| 34 | SIO | Touchstone Strtg In Etf-iusd | ETF-Other | 0.78% | -0.03% | +42.43% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.77% | -0.46% | -6.69% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.19% | +40.92% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.71% | +0.12% | -9.12% | |
| 38 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.68% | +0.04% | +54.49% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | +0.25% | +0.86% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.10% | +15.34% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.61% | -0.07% | -2.34% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.03% | +52.40% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | +0.34% | -3.78% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.04% | +1.10% | |
| 45 | FIW | First Trust Water ETF | ETF-Other | 0.54% | -0.03% | -2.87% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.53% | -0.02% | +8.44% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.53% | -0.16% | +2.60% | |
| 48 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.50% | -0.09% | — | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.05% | +6.14% | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.48% | -0.06% | -8.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.3% | +25.25% | Add |
| 2 | DFAC | Dimensional US Core Equity 2 | +1% | +45.71% | Add |
| 3 | EVTR | Eaton Vance Total Return | +0.8% | — | Add |
| 4 | AVGO | Broadcom Inc | +0.7% | +282.04% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +8.68% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +136.50% | Add |
| 7 | VUG | Vanguard Growth ETF | +0.4% | -3.78% | Add |
| 8 | DFSV | Dimensional US Small Cap Val | +0.4% | +54.88% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | +13.46% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.3% | -0.39% | Add |
| 11 | DUHP | Dimensional US High Profi Et | +0.3% | +49.49% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +32.77% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +52.40% | Add |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +262.12% | Add |
| 15 | CGIC | Cap Group Intl Core Eq | +0.2% | +54.49% | Add |
| 16 | GLD | Spdr Gold Shares | +0.2% | +40.92% | Add |
| 17 | SIO | Touchstone Strtg In Etf-iusd | +0.2% | +42.43% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.2% | +11.30% | Add |
| 19 | MSFT | Microsoft CORP | +0.2% | +4.23% | Add |
| 20 | XLV | Ss Health Care Select Sector | +0.2% | +257.72% | Add |
| 21 | CGNG | Cap Group New Geography Eq | +0.1% | +89.20% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +20.91% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +30.23% | Add |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +16.78% | Add |
| 25 | VTV | Vanguard Value ETF | +0.1% | -9.12% | Add |
| 26 | SLV | Ishares Silver Trust | +0.1% | +16.43% | Add |
| 27 | HYLS | Ft Tactical High Yield ETF | +0.1% | +31.58% | Add |
| 28 | UCON | First Trust Smith Unconstrai | +0.1% | +28.71% | Add |
| 29 | LMBS | First Trust Low Duration Opp | +0.1% | +94.74% | Add |
| 30 | FTCB | Ft Core Investment Grade ETF | +0.1% | +30.97% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | +0.1% | +95.46% | Add |
| 32 | GE | General Electric | +0.1% | +8.39% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.21% | Add |
| 34 | GOOG | Alphabet Inc-cl C | +0.1% | +35.04% | Add |
| 35 | CAT | Caterpillar Inc | +0.1% | +0.86% | Add |
| 36 | AMZN | Amazon.com Inc | +0.1% | +15.34% | Add |
| 37 | MDY | State Street Spdr S&p Midcap | +0.1% | +33.31% | Add |
| 38 | DFAI | Dimensional International Co | +0.1% | -5.80% | Add |
| 39 | DISV | Dimensional International Sm | +0.1% | +34.18% | Add |
| 40 | WMT | Walmart Inc | +0.1% | +48.89% | Add |
| 41 | DIHP | Dimensional International Hi | +0.1% | +43.91% | Add |
| 42 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +47.36% | Add |
| 43 | IVE | Ishares S&p 500 Value ETF | +0.1% | — | Add |
| 44 | DEHP | Dimensional Emrg Mrk Hi Prof | +0.1% | +37.30% | Add |
| 45 | PGHY | Invesco Global Ex US High Yi | 0% | +92.26% | Add |
| 46 | AVUV | Avantis US Small Cap Value | 0% | +14.11% | Add |
| 47 | DFAE | Dimensional Emerging Core Eq | 0% | +0.27% | Add |
| 48 | DFIC | Dimensional International Co | 0% | +6.74% | Add |
| 49 | RWL | Invesco S&p 500 Revenue ETF | 0% | +20.92% | Add |
| 50 | DFIV | Dimensional International Va | 0% | +17.15% | Add |
According to official SEC Form 13F filings, Acorn Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $410.3M across 281 disclosed positions in Q3 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, DFAC) accounted for 14.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VEA
市值: $2.7M
Top Position Liquidated / Trimmed
PAAA
前期市值: $1.1M
During Q3 2025, Acorn Wealth Advisors, LLC's top holdings by market value included BND (5.7%)、SCHD (3.7%)、DFAC (3.0%). The largest single position, BND, represented 5.7% of total portfolio value.
In Q3 2025, Acorn Wealth Advisors, LLC made 199 total portfolio adjustments, initiating 67 new buys, adding to 80 positions, trimming 34 holdings, and fully liquidating 18 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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