CIK: 0001701879
Total reported value
$13.5B
Reporting period: 2026-03-31 · Number of holdings: 105
Acorns Advisers, LLC disclosed 105 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $13.5B and a quarterly turnover rate of 1.5%.
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Acorns Advisers, LLC's disclosed holdings carry a Herfindahl concentration index of 0.256 — mathematically equivalent to about 4 equally-sized positions, well below its 105 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 5.11), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim VOO
+4.6% -$17.6M
Add IXUS
-0.4% $60.3M
Add IJH
+1.3% $33.1M
Add IJR
+0.7% $18.2M
Trim ESGU
+3.4% -$7.2M
Add AGG
+2.2% $20.5M
Acorns Advisers is doubling down on momentum-driven capital allocation, systematically adding to US equity and bond ETFs while trimming international exposure. The strategy reads as a conviction bet that the prevailing post-2025 trend—US outperformance, yield-seeking in fixed income, and cryptocurrency momentum—will persist into mid-2026, rotating capital away from international to reinforce domestic winners.
The portfolio is pricing in a regime of US exceptionalism coupled with cautious yield extension: strong equity momentum justifies overweight to S&P 500 (VOO) and small/mid-caps, while bond additions (AGG, ISTB) signal a late-cycle defensive tilt. The opposing thesis is that stretched valuations in US equities and consensus momentum positioning leave no room for error—if growth decelerates or credit spreads widen, these simultaneous long equities and long bonds positions become a correlated drawdown trap.
The structural vulnerability here is not a single stock but an extreme factor crowding into momentum itself. With a momentum tilt of 77% above neutral and near-zero turnover, Acorns is effectively running a trend-following strategy that is late-cycle consensus—any regime shift into value or a sharp reversal in tech (42.6% of portfolio) will trigger a liquidity cascade as momentum unwinds. The paradox of their low turnover: they won't see the exit until the weight changes tell them to.
Compiled by AI from public 13F filings; reflects historical positioning only and carries no investment recommendation.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 42.68% | -0.55% | +4.63% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 23.49% | +0.22% | -0.41% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.94% | +0.06% | +2.18% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.94% | +0.18% | +1.33% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 4.26% | +0.03% | +2.31% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.36% | +0.10% | +0.74% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.79% | -0.08% | +3.37% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.12% | -0.02% | -0.92% | |
| 9 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.54% | -0.03% | +24.25% | |
| 10 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.44% | -0.02% | +2.84% | |
| 11 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 0.41% | — | -2.62% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.40% | +0.02% | +5.86% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.40% | +0.01% | +4.62% | |
| 14 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.40% | +0.02% | +4.90% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.40% | +0.01% | +4.18% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.40% | +0.01% | +3.98% | |
| 17 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.22% | — | -1.17% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.20% | — | +0.19% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 0.20% | — | +0.00% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.01% | +10.95% | |
| 21 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.18% | — | +0.75% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.12% | — | +0.15% | |
| 23 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.12% | — | +0.39% | |
| 24 | TSLA | Tesla INC | Stock-Consumer Disc | 0.09% | -0.01% | +11.69% | |
| 25 | AAPL | Apple INC | Stock-Tech | 0.08% | +0.01% | +10.55% | |
| 26 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.07% | — | +18.27% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.04% | — | +27.08% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.04% | — | +13.93% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | +0.01% | +25.36% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.02% | — | +8.93% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | +13.21% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | — | +27.78% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.02% | — | +7.71% | |
| 34 | AVGO | Broadcom INC | Stock-Tech | 0.02% | — | +22.72% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.02% | +0.01% | +5.54% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.02% | +0.01% | +15.15% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.02% | — | +16.02% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.02% | +0.01% | +13.08% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.01% | — | +49.59% | |
| 40 | GEV | GE Vernova INC | Stock-Industrials | 0.01% | — | +3.78% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.01% | — | +11.97% | |
| 42 | NFLX | Netflix INC | Stock-Comm Services | 0.01% | — | +32.79% | |
| 43 | WMT | Walmart INC | Stock-Consumer Staples | 0.01% | — | +8.34% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.01% | — | -6.27% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.01% | — | +19.22% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.01% | — | +37.50% | |
| 47 | CAT | Caterpillar INC | Stock-Industrials | 0.01% | — | +9.16% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.01% | — | +14.87% | |
| 49 | GE | General Electric | Stock-Industrials | 0.01% | — | +10.30% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.01% | — | +18.44% |
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+17.7%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 105 | $13.5B | 1 | |
| 2025-12-31 | 105 | $13.3B | 5 | |
| 2025-09-30 | 99 | $12.7B | 19 | |
| 2025-06-30 | 85 | $11.7B | 0 | |
| 2025-03-31 | 73 | $10.4B | 100 | |
| 2024-12-31 | 70 | $10.3B | 0 | |
| 2024-09-30 | 60 | $10.1B | 0 | |
| 2024-06-30 | 46 | $9.3B | 0 | |
| 2024-03-31 | 42 | $9.0B | 0 | |
| 2023-12-31 | 32 | $8.2B | 0 | |
| 2023-09-30 | 28 | $7.3B | 0 | |
| 2023-06-30 | 24 | $7.4B | 0 | |
| 2023-03-31 | 28 | $6.9B | 0 | |
| 2022-12-31 | 28 | $6.3B | 0 | |
| 2022-09-30 | 28 | $5.5B | 0 | |
| 2022-06-30 | 28 | $5.6B | 0 | |
| 2022-03-31 | 28 | $6.2B | 0 | |
| 2021-12-31 | 27 | $6.1B | 0 | |
| 2021-09-30 | 27 | $5.4B | 0 | |
| 2021-06-30 | 27 | $5.1B | 92 | |
| 2021-03-31 | 18 | $4.3B | 16 | |
| 2020-12-31 | 18 | $3.7B | 20 | |
| 2020-09-30 | 18 | $3.0B | 100 | |
| 2020-06-30 | 13 | $2.6B | 28 | |
| 2020-03-31 | 13 | $2.0B | 16 | |
| 2019-12-31 | 13 | $2.2B | 14 | |
| 2019-09-30 | 13 | $1.9B | 17 | |
| 2019-06-30 | 8 | $1.7B | 18 | |
| 2019-03-31 | 8 | $1.4B | 24 | |
| 2018-12-31 | 8 | $1.1B | 31 | |
| 2018-06-30 | 7 | $814.8M | 27 | |
| 2018-03-31 | 8 | $847.6M | 43 | |
| 2017-09-30 | 8 | $545.2M | 54 | |
| 2017-06-30 | 8 | $464.0M | 74 | |
| 2017-03-31 | 5 | $264.7M | 26 | |
| 2016-12-31 | 5 | $203.9M | 0 |
Acorns Advisers, LLC's most significant position changes for 2026-03-31: Sold out: Ss Spdr S&p Retail ETF (XRT); New buy: Blackstone INC (BX); Add: Vanguard S&p 500 ETF (VOO) — shares +4.63%; Trim: Ishares Core Intl Stock ETF (IXUS) — shares -0.41%; Add: Ishares Core S&p Midcap ETF (IJH) — shares +1.33%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +0.2% | -0.41% | Trim |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +1.33% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.74% | Add |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.1% | +2.18% | Add |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | +2.31% | Add |
| 6 | JPST | Jpmorgan Ultra-short Income | 0% | +5.86% | Add |
| 7 | GBIL | Goldman Sachs Access Treasur | 0% | +4.90% | Add |
| 8 | ICSH | Ishares Ultra Short Duration | 0% | +4.62% | Add |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +4.18% | Add |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +3.98% | Add |
| 11 | NVDA | Nvidia CORP | 0% | +10.95% | Add |
| 12 | XOM | Exxon Mobil CORP | 0% | +13.08% | Add |
| 13 | COST | Costco Wholesale CORP | 0% | +5.54% | Add |
| 14 | AAPL | Apple INC | 0% | +10.55% | Add |
| 15 | META | Meta Platforms Inc-class A | 0% | +25.36% | Add |
| 16 | JEPI | Jpmorgan Equity Premium Inco | 0% | +15.15% | Add |
| 17 | CVX | Chevron CORP | — | +49.59% | Add |
| 18 | AMZN | Amazon.com INC | — | +18.27% | Add |
| 19 | XLE | Ss Energy Select Sector | — | +11.97% | Add |
| 20 | GEV | GE Vernova INC | — | +3.78% | Add |
| 21 | NFLX | Netflix INC | — | +32.79% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | — | +27.78% | Add |
| 23 | LMT | Lockheed Martin CORP | — | +14.87% | Add |
| 24 | ESML | Ishares Esg Aware Msci USA S | — | -1.17% | Trim |
| 25 | CAT | Caterpillar INC | — | +9.16% | Add |
| 26 | WMT | Walmart INC | — | +8.34% | Add |
| 27 | KO | Coca-cola Co/the | — | +19.22% | Add |
| 28 | XLK | Ss Technology Select Sector | — | +13.93% | Add |
| 29 | AVGO | Broadcom INC | — | +22.72% | Add |
| 30 | MSFT | Microsoft CORP | — | +27.08% | Add |
| 31 | JNJ | Johnson & Johnson | — | +10.09% | Add |
| 32 | COP | Conocophillips | — | +11.47% | Add |
| 33 | ESGE | Ishares INC Ishares Esg Awar | — | -2.62% | Trim |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | +17.30% | Add |
| 35 | INTC | Intel CORP | — | -6.27% | Trim |
| 36 | AMD | Advanced Micro Devices | — | +8.93% | Add |
| 37 | RTX | Rtx CORP | — | +26.18% | Add |
| 38 | AMAT | Applied Materials INC | — | +3.54% | Add |
| 39 | DUK | Duke Energy CORP | — | +11.18% | Add |
| 40 | XLI | Ss Industrial Select Sector | — | +17.21% | Add |
| 41 | GOOG | Alphabet Inc-cl C | — | +13.21% | Add |
| 42 | JPM | Jpmorgan Chase & Co | — | +24.26% | Add |
| 43 | TSLA | Tesla INC | 0% | +11.69% | Add |
| 44 | SUSA | Ishares Esg Optimized Msci U | 0% | +2.84% | Add |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | 0% | -0.92% | Trim |
| 46 | BITO | Proshares Bitcoin Etf-usd | 0% | +24.25% | Add |
| 47 | ESGU | Ishares Esg Aware Msci USA | -0.1% | +3.37% | Add |
| 48 | VOO | Vanguard S&p 500 ETF | -0.6% | +4.63% | Add |
| 49 | XRT | Ss Spdr S&p Retail ETF | — | EXIT | Sold out |
| 50 | BX | Blackstone INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-20 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-04 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-16 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-23 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-12-01 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-21 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-11 | Amendment | View on EDGAR |
| 2019-12-31 | 2020-02-10 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-24 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-28 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-30 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-10 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-28 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-04-27 | 13F-HR | View on EDGAR |
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