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CIK: 0001730610
Total reported value
$410.3M
$410.3M
264 檔
17.4%
During the Q1 2026 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 264 reported positions.
Acorn Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 15 holdings and trimming 72 positions.
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.32% | +0.42% | +24.67% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 5.89% | -1.10% | +2.99% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.66% | -0.48% | +0.91% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.52% | -1.51% | -0.30% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.39% | +0.31% | +7.21% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.98% | -0.12% | +12.26% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.80% | +0.11% | +16.01% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.79% | -0.17% | +2.33% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | -0.26% | +2.58% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.69% | +0.33% | -2.78% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.63% | -0.08% | -9.23% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.56% | +0.21% | +24.54% | |
| 13 | CGIC | Cap Group Intl Core Eq | ETF-Other | 1.51% | +0.04% | +19.91% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.48% | -0.05% | +0.96% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | -0.06% | -16.30% | |
| 16 | EVTR | Eaton Vance Total Return | ETF-Other | 1.23% | -0.02% | +20.62% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.21% | -0.19% | +14.74% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.19% | +0.08% | +23.15% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.16% | -0.03% | +12.18% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.15% | +0.01% | +2.59% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.14% | -0.09% | -6.73% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.07% | +0.52% | |
| 23 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.06% | — | +19.56% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.06% | -0.17% | -2.64% | |
| 25 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.05% | -0.35% | -6.36% | |
| 26 | DFSD | Dimensional Short Duration | ETF-Other | 0.94% | -0.10% | +3.07% | |
| 27 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.92% | +0.07% | -6.20% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.89% | -0.08% | -12.78% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.88% | -0.06% | +9.23% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | +0.08% | +3.04% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.88% | +0.06% | +0.03% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.87% | +0.25% | +0.43% | |
| 33 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 0.83% | -0.04% | +29.42% | |
| 34 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.77% | -0.06% | +24.49% | |
| 35 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.76% | -0.03% | +27.22% | |
| 36 | SLV | Ishares Silver Trust | ETF-Commodities | 0.75% | -0.20% | +19.35% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | — | +0.34% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.15% | -3.16% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | +0.12% | +1.89% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.63% | -0.23% | -11.96% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.10% | +3.21% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.57% | +0.04% | +75.58% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.56% | -0.46% | -3.82% | |
| 44 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.55% | -0.19% | +0.97% | |
| 45 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.55% | +0.04% | +16.06% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.17% | +19.33% | |
| 47 | DISV | Dimensional International Sm | ETF-Other | 0.53% | -0.03% | +19.32% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | -0.05% | -20.65% | |
| 49 | DIHP | Dimensional International Hi | ETF-Other | 0.51% | -0.02% | +19.00% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.51% | -0.08% | -9.27% |
According to official SEC Form 13F filings, Acorn Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $410.3M across 264 disclosed positions in Q1 2026.
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 DFAC, BND, SCHD) accounted for 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
MTUM
市值: $406.3K
Top Position Liquidated / Trimmed
SMOT
前期市值: $779.4K
During Q1 2026, Acorn Wealth Advisors, LLC's top holdings by market value included DFAC (6.3%)、BND (5.9%)、SCHD (3.7%). The largest single position, DFAC, represented 6.3% of total portfolio value.
In Q1 2026, Acorn Wealth Advisors, LLC made 197 total portfolio adjustments, initiating 10 new buys, adding to 100 positions, trimming 72 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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