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CIK: 0001730610
Total reported value
$407.1M
$407.1M
303 檔
19.6%
As reported in its official Q2 2026 Form 13F filing, Acorn Wealth Advisors, LLC's tracked investment portfolio stood at $407.1M with 303 total positions.
In Q2 2026, Acorn Wealth Advisors, LLC displayed an active expansion posture, initiating 48 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.74% | +0.95% | +11.81% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 4.79% | -0.28% | -2.48% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.18% | +0.15% | +0.49% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.70% | +0.23% | +16.15% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.02% | +0.06% | -0.15% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.91% | -1.91% | EXIT | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.86% | +0.01% | +2.07% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.77% | -1.77% | EXIT | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.62% | -0.08% | +8.69% | |
| 10 | CGIC | Cap Group Intl Core Eq | ETF-Other | 1.55% | +0.23% | +11.58% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.26% | -0.65% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | +0.67% | +1.04% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | -0.12% | +0.26% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.19% | -0.48% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.27% | +0.18% | +28.07% | |
| 16 | EVTR | Eaton Vance Total Return | ETF-Other | 1.21% | +0.05% | +17.65% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.16% | -0.09% | +1.87% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.13% | -0.11% | +0.65% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.12% | -0.25% | +2.80% | |
| 20 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.06% | +0.06% | +19.98% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.05% | -0.01% | -0.04% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.02% | +0.11% | +17.93% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +0.04% | +1.20% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.01% | -0.13% | -55.33% | |
| 25 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.99% | +0.09% | +28.18% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.10% | +18.17% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.94% | +0.04% | +10.96% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.89% | +0.01% | -4.04% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | -0.12% | +925.76% | |
| 30 | DFSD | Dimensional Short Duration | ETF-Other | 0.84% | -0.10% | +7.19% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.82% | +0.01% | -3.16% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.82% | -0.16% | +25.32% | |
| 33 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.81% | +0.02% | +0.37% | |
| 34 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 0.79% | +0.02% | +12.04% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.02% | -1.56% | |
| 36 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.73% | +0.07% | +14.55% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.11% | +35.96% | |
| 38 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.71% | +0.08% | +10.57% | |
| 39 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 0.71% | -0.02% | — | |
| 40 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.70% | -0.03% | -20.93% | |
| 41 | PAVE | Global X US Infrastructure | ETF-Other | 0.68% | — | +230.14% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.06% | +22.71% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.61% | +0.01% | +12.11% | |
| 44 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.59% | +0.06% | +8.22% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | +0.01% | -8.78% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.27% | +15.18% | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.55% | +0.04% | +10.72% | |
| 48 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.52% | -0.01% | +694.83% | |
| 49 | DISV | Dimensional International Sm | ETF-Other | 0.50% | +0.10% | +10.77% | |
| 50 | DIHP | Dimensional International Hi | ETF-Other | 0.49% | +0.07% | +9.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.7% | NEW | New buy |
| 2 | PAVE | Global X US Infrastructure | +0.5% | +230.14% | Add |
| 3 | XAR | Ss Spdr S&p Aerospace Def | +0.5% | +694.83% | Add |
| 4 | DFAC | Dimensional US Core Equity 2 | +0.4% | +11.81% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +925.76% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.3% | -0.15% | Trim |
| 7 | SCHG | Schwab US Large-cap Growth | +0.3% | +16.15% | Add |
| 8 | UTES | Virtus Reaves Utilities ETF | +0.3% | +446.31% | Add |
| 9 | CAT | Caterpillar Inc | +0.3% | +2.80% | Add |
| 10 | SCMB | Schwab Municipal Bond ETF | +0.3% | NEW | New buy |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +413.05% | Add |
| 12 | DELL | Dell Technologies -c | +0.2% | -6.61% | Trim |
| 13 | DUHP | Dimensional US High Profi Et | +0.2% | +19.55% | Add |
| 14 | BOND | Pimco Active Bond Exchange-t | +0.2% | NEW | New buy |
| 15 | NOBL | Proshares S&p 500 Dividend A | +0.2% | NEW | New buy |
| 16 | VOO | Vanguard S&p 500 ETF | +0.2% | +35.96% | Add |
| 17 | DTE | Dte Energy Company | +0.2% | +71.29% | Add |
| 18 | SOXX | Ishares Semiconductor ETF | +0.2% | +2.54% | Add |
| 19 | QTEC | First Trust Nasdq 100 Tech I | +0.2% | NEW | New buy |
| 20 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +160.64% | Add |
| 21 | INTC | Intel CORP | +0.1% | +1.33% | Add |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | FV | First Trust Dw Focus 5 Fund | +0.1% | NEW | New buy |
| 24 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 25 | VTV | Vanguard Value ETF | +0.1% | +25.32% | Add |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +41.40% | Add |
| 27 | DGCB | Dimensional Global Credit | +0.1% | NEW | New buy |
| 28 | DFSV | Dimensional US Small Cap Val | +0.1% | +14.50% | Add |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +85.15% | Add |
| 30 | IGPT | Invesco Ai And Next Gen Soft | +0.1% | NEW | New buy |
| 31 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | New buy |
| 32 | WTAI | Wisdomtree Ai And Innovation | +0.1% | NEW | New buy |
| 33 | AMZN | Amazon.com Inc | +0.1% | +22.71% | Add |
| 34 | CGGR | Cap Group Growth Equity | +0.1% | NEW | New buy |
| 35 | AMD | Advanced Micro Devices | +0.1% | -0.77% | Trim |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +28.07% | Add |
| 37 | VEA | Vanguard Ftse Developed ETF | +0.1% | +18.17% | Add |
| 38 | DTM | Dt Midstream Inc | +0.1% | +89.52% | Add |
| 39 | DFAE | Dimensional Emerging Core Eq | +0.1% | +50.39% | Add |
| 40 | FTNT | Fortinet Inc | +0.1% | +4.36% | Add |
| 41 | URI | United Rentals Inc | +0.1% | +22.36% | Add |
| 42 | VCLT | Vanguard Long-term CORP Bond | +0.1% | NEW | New buy |
| 43 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 44 | DFGP | Dimensional Glbl Core Pl Fix | +0.1% | +28.18% | Add |
| 45 | SCCR | Schwab Core Bond ETF | +0.1% | NEW | New buy |
| 46 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 47 | EZM | Wisdomtree US Midcap Fund | +0.1% | NEW | New buy |
| 48 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 49 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | New buy |
| 50 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +10.96% | 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 303 disclosed positions in Q2 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 19.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
ACYN
市值: $2.9M
Top Position Liquidated / Trimmed
SPDR SER TR
前期市值: $742.9K
During Q2 2026, Acorn Wealth Advisors, LLC's top holdings by market value included DFAC (6.7%)、BND (4.8%)、SCHD (3.2%). The largest single position, DFAC, represented 6.7% of total portfolio value.
In Q2 2026, Acorn Wealth Advisors, LLC made 196 total portfolio adjustments, initiating 48 new buys, adding to 91 positions, trimming 48 holdings, and fully liquidating 9 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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