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CIK: 0001730610
Total reported value
$410.3M
$410.3M
268 檔
16.2%
At the close of Q4 2025, Acorn Wealth Advisors, LLC disclosed equity holdings valued at approximately $410.3M, spread across 268 reported holdings.
In Q4 2025, Acorn Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 95 positions and completely liquidating 25 holdings to manage risk exposure.
Showing top 200 holdings (of 268 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 5.88% | -1.10% | +8.48% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.28% | +0.42% | +78.79% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.31% | -0.48% | -5.97% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.77% | -1.51% | -6.87% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.55% | +0.31% | +22.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.26% | -1.22% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.97% | -0.08% | -4.23% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 1.92% | +0.33% | +99.96% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.84% | -0.12% | -0.79% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | -0.06% | +65.80% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.80% | -0.17% | -10.79% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.57% | -0.05% | +4.66% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.49% | +0.11% | +63.34% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.33% | +0.21% | +77.80% | |
| 15 | CGIC | Cap Group Intl Core Eq | ETF-Other | 1.26% | +0.04% | +85.54% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.24% | -0.09% | -13.42% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.07% | -0.40% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.15% | -0.35% | -14.11% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.13% | -0.17% | -6.93% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.11% | +0.01% | -3.27% | |
| 21 | EVTR | Eaton Vance Total Return | ETF-Other | 1.06% | -0.02% | +27.06% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.06% | -0.08% | -3.55% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.04% | -0.03% | -7.47% | |
| 24 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.00% | +0.07% | -8.20% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -0.19% | +23.66% | |
| 26 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.99% | +0.08% | +207.58% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.94% | +0.06% | -7.26% | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 0.93% | -0.10% | -10.52% | |
| 29 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.92% | — | +23.11% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.85% | -0.06% | -7.90% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | +0.08% | +1.48% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | — | -7.54% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.15% | +0.25% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.76% | -0.08% | +1.00% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | -0.23% | -7.68% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.25% | -0.33% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | -0.05% | -23.87% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | +0.12% | -0.75% | |
| 39 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 0.66% | -0.04% | +269.06% | |
| 40 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.64% | -0.06% | +50.02% | |
| 41 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.63% | -0.03% | +52.23% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.10% | +1.90% | |
| 43 | SLV | Ishares Silver Trust | ETF-Commodities | 0.61% | -0.20% | -2.52% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | -0.46% | -18.56% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.34% | +1.63% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.53% | -0.07% | -5.76% | |
| 47 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.53% | -0.19% | -6.04% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.05% | +1.77% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.17% | +21.06% | |
| 50 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.49% | +0.04% | +66.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +2.3% | +78.79% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +65.80% | Add |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | +0.7% | +207.58% | Add |
| 4 | CGIC | Cap Group Intl Core Eq | +0.6% | +85.54% | Add |
| 5 | DFSV | Dimensional US Small Cap Val | +0.6% | +63.34% | Add |
| 6 | DUHP | Dimensional US High Profi Et | +0.6% | +77.80% | Add |
| 7 | MBSF | Regan Floating Rate Mbs ETF | +0.5% | +269.06% | Add |
| 8 | SCHG | Schwab US Large-cap Growth | +0.4% | +22.34% | Add |
| 9 | GLD | Spdr Gold Shares | +0.2% | +23.66% | Add |
| 10 | EVTR | Eaton Vance Total Return | +0.2% | +27.06% | Add |
| 11 | HYLS | Ft Tactical High Yield ETF | +0.2% | +52.23% | Add |
| 12 | UCON | First Trust Smith Unconstrai | +0.2% | +50.02% | Add |
| 13 | CGNG | Cap Group New Geography Eq | +0.2% | +66.10% | Add |
| 14 | SLV | Ishares Silver Trust | +0.2% | -2.52% | Trim |
| 15 | DISV | Dimensional International Sm | +0.2% | +66.94% | Add |
| 16 | DIHP | Dimensional International Hi | +0.2% | +70.65% | Add |
| 17 | BND | Vanguard Total Bond Market | +0.2% | +8.48% | Add |
| 18 | SIVR | Abrdn Physical Silver Shares | +0.1% | -6.04% | Trim |
| 19 | FTCB | Ft Core Investment Grade ETF | +0.1% | +23.11% | Add |
| 20 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +68.24% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.33% | Trim |
| 22 | LMBS | First Trust Low Duration Opp | +0.1% | +41.05% | Add |
| 23 | DEHP | Dimensional Emrg Mrk Hi Prof | +0.1% | +64.24% | Add |
| 24 | DFGR | Dim Global Real Estate ETF | +0.1% | +77.32% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +21.06% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.62% | Trim |
| 27 | AIQ | Global X Art Intel & Tech | +0.1% | +94.24% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +1.43% | Add |
| 29 | SOXX | Ishares Semiconductor ETF | 0% | +17.62% | Add |
| 30 | DELL | Dell Technologies -c | 0% | +57.94% | Add |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.66% | Add |
| 32 | MSB | Mesabi Trust | 0% | — | Unchanged |
| 33 | RWL | Invesco S&p 500 Revenue ETF | 0% | +7.09% | Add |
| 34 | MRK | Merck & Co. Inc. | 0% | -3.53% | Trim |
| 35 | UPS | United Parcel Service-cl B | 0% | -2.39% | Trim |
| 36 | CIEN | Ciena CORP | 0% | -15.51% | Trim |
| 37 | QTUM | Defiance Quantum ETF | 0% | +16.63% | Add |
| 38 | BMY | Bristol-myers Squibb Co | 0% | +1.05% | Add |
| 39 | PYLD | Pimco Multisector Bond Actv | 0% | +33.02% | Add |
| 40 | VEA | Vanguard Ftse Developed ETF | 0% | +1.48% | Add |
| 41 | AMZN | Amazon.com Inc | 0% | +1.90% | Add |
| 42 | GLDM | Spdr Gold Minishares Trust | 0% | -0.07% | Trim |
| 43 | DFIV | Dimensional International Va | 0% | +2.98% | Add |
| 44 | RTX | Rtx CORP | 0% | +0.26% | Add |
| 45 | JNJ | Johnson & Johnson | 0% | +0.41% | Add |
| 46 | LLY | Eli Lilly & Co | 0% | -19.70% | Trim |
| 47 | SCHY | Schwab International Dvd ETF | 0% | +4.16% | Add |
| 48 | AXP | American Express Co | 0% | +0.12% | Add |
| 49 | SGI | Somnigroup International Inc | 0% | +22.88% | Add |
| 50 | GE | General Electric | 0% | +3.65% | 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 268 disclosed positions in Q4 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, DFAC, SCHD) accounted for 16.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
GUSE
市值: $968.7K
Top Position Liquidated / Trimmed
DMAR
前期市值: $495.3K
During Q4 2025, Acorn Wealth Advisors, LLC's top holdings by market value included BND (5.9%)、DFAC (5.3%)、SCHD (3.3%). The largest single position, BND, represented 5.9% of total portfolio value.
In Q4 2025, Acorn Wealth Advisors, LLC made 198 total portfolio adjustments, initiating 11 new buys, adding to 67 positions, trimming 95 holdings, and fully liquidating 25 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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