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Acorn Financial Advisory Services

Latest statistics and disclosures from Acorn Financial Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, VEA, PYLD, SPTS, IAU, and represent 30.66% of Acorn Financial Advisory Services's stock portfolio.
Added to shares of these 10 stocks: LLY (+$28M), DELL (+$13M), GLW (+$13M), ETN (+$13M), CC (+$12M), MRVL (+$9.3M), CAT (+$8.8M), INTC (+$8.6M), MOD (+$8.6M), MU (+$8.4M).
Started 18 new stock positions in BNDX, QLYS, LLY, FSEP, DLTR, VGT, MRVL, CCL, VXUS, BAI. MOD, CSCO, CC, IEFA, IJT, IONQ, GLW, DELL.
Reduced shares in these 10 stocks: , VOO (-$19M), PPA (-$14M), FRO (-$14M), INSW (-$13M), DHT (-$12M), XBIL (-$11M), URNM (-$11M), OBIL, AVUV.
Sold out of its positions in BPRE, Carnival Corporation, XOM, NOC, PFE, OBIL, SPBO, VCIT, FRO, INSW.
Acorn Financial Advisory Services was a net buyer of stock by $13M.
Acorn Financial Advisory Services has $754M in assets under management (AUM), dropping by 3.24%.
Central Index Key (CIK): 0001018561

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Portfolio Holdings for Acorn Financial Advisory Services

Acorn Financial Advisory Services holds 223 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	7.5	$56M	+5%	567k	98.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.0	$53M	-4%	737k	71.25	View chart
Pimco Etf Tr Multisector Bd (PYLD)	5.7	$43M	+7%	1.6M	26.52	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	5.5	$42M	+10%	1.4M	29.01	View chart
Ishares Gold Tr Ishares New (IAU)	5.0	$38M	+3%	500k	75.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.1	$31M	+5%	61k	500.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.0	$30M	-38%	44k	686.80	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.0	$30M	-12%	239k	124.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	3.8	$28M	+28%	849k	33.29	View chart
Eli Lilly & Co. (LLY)	3.7	$28M	NEW	23k	1199.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$20M		28k	736.39	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	2.5	$19M	+5%	361k	53.11	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	2.4	$18M	+3%	48k	372.03	View chart
First Majestic Silver Corp (AG)	2.1	$16M	+2%	924k	16.96	View chart
Dell Technologies CL C (DELL)	1.7	$13M	NEW	30k	431.46	View chart
Eaton Corp SHS (ETN)	1.7	$13M	+4989%	30k	426.12	View chart
Corning Incorporated (GLW)	1.7	$13M	NEW	50k	255.43	View chart
Apple (AAPL)	1.6	$12M	-3%	42k	289.36	View chart
Chemours (CC)	1.6	$12M	NEW	579k	20.52	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.4	$10M	+13%	114k	91.64	View chart
Intel Corporation (INTC)	1.2	$9.4M	+1155%	67k	139.63	View chart
Micron Technology (MU)	1.2	$9.3M	+909%	8.1k	1154.26	View chart
Marvell Technology (MRVL)	1.2	$9.3M	NEW	31k	297.89	View chart
Caterpillar (CAT)	1.2	$9.2M	+2314%	8.6k	1064.93	View chart
Modine Manufacturing (MOD)	1.1	$8.6M	NEW	32k	267.02	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.9	$6.9M	-60%	138k	50.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$5.7M		19k	303.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$5.7M	+482%	67k	86.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$4.6M	+285%	57k	80.57	View chart
Marriott Intl Cl A (MAR)	0.6	$4.4M		12k	370.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.5	$3.7M		71k	52.29	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.5	$3.4M	+38%	87k	39.54	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$3.2M	+21%	11k	285.57	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$2.9M	-15%	23k	128.08	View chart
Strategy Cl A New (MSTR)	0.4	$2.9M	-2%	33k	86.93	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$2.8M	-36%	32k	87.88	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.8M		5.5k	509.47	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$2.7M		52k	51.78	View chart
NVIDIA Corporation (NVDA)	0.4	$2.7M	-11%	13k	200.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.3	$2.5M		74k	33.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.3	$2.4M		87k	27.77	View chart
Meta Platforms Cl A (META)	0.3	$2.4M	-7%	4.3k	563.29	View chart
Tesla Motors (TSLA)	0.3	$2.3M		5.6k	420.60	View chart
BorgWarner (BWA)	0.3	$2.3M	-7%	35k	66.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.2M	-6%	6.1k	357.34	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$2.2M		8.8k	246.21	View chart
Microsoft Corporation (MSFT)	0.3	$1.9M	+2%	5.1k	373.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.9M		2.5k	748.83	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.8M		16k	116.67	View chart
AES Corporation (AES)	0.2	$1.8M	-6%	122k	14.66	View chart
Ge Aerospace Com New (GE)	0.2	$1.7M	-7%	4.7k	373.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.7M	-7%	4.7k	365.73	View chart
Palo Alto Networks (PANW)	0.2	$1.7M	-12%	5.0k	341.04	View chart
Amazon (AMZN)	0.2	$1.7M	-7%	7.2k	238.34	View chart
Arcos Dorados Hldgs Shs Class -a - (ARCO)	0.2	$1.7M	-5%	206k	8.06	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$1.6M		17k	94.85	View chart
Ge Vernova (GEV)	0.2	$1.6M	-7%	1.4k	1174.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.6M	+2%	4.3k	370.04	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$1.5M	+15%	9.4k	158.66	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$1.4M	-3%	13k	109.11	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$1.4M	+22%	18k	76.56	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$1.3M	-42%	12k	114.18	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$1.3M	NEW	25k	52.72	View chart
Advanced Micro Devices (AMD)	0.2	$1.3M	-14%	2.2k	580.91	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.2	$1.3M	-30%	25k	50.30	View chart
Dex (DXCM)	0.2	$1.3M	-6%	19k	67.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.3M	-18%	1.7k	746.88	View chart
Merck & Co (MRK)	0.2	$1.2M		9.6k	128.50	View chart
Penn National Gaming (PENN)	0.2	$1.2M	-6%	58k	21.36	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$1.2M	+40%	13k	98.20	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$1.2M	+12%	10k	117.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.2M		3.4k	343.95	View chart
Caci Intl Cl A (CACI)	0.2	$1.2M		2.5k	463.26	View chart
Collegium Pharmaceutical Inc Common Stock Usd (COLL)	0.2	$1.2M	-8%	32k	36.20	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$1.2M	+15%	49k	23.44	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.2M		6.1k	190.52	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$1.1M	+6%	6.1k	185.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M	-4%	4.6k	242.97	View chart
Franklin Resources (BEN)	0.1	$1.1M	+35%	33k	33.27	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.1	$1.0M		32k	31.77	View chart
Dominion Resources (D)	0.1	$1.0M	+8%	15k	68.29	View chart
Cerence (CRNC)	0.1	$1.0M	-18%	89k	11.32	View chart
T. Rowe Price (TROW)	0.1	$1.0M	+39%	8.8k	113.69	View chart
American Tower Reit (AMT)	0.1	$992k	-5%	6.1k	163.58	View chart
Anglogold Ashanti Com Shs (AU)	0.1	$991k	+29%	12k	80.89	View chart
Citigroup Com New (C)	0.1	$982k		7.0k	139.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$980k	-16%	21k	46.92	View chart
Globus Med Cl A (GMED)	0.1	$975k	-9%	12k	79.01	View chart
Boot Barn Hldgs (BOOT)	0.1	$941k	-8%	5.7k	164.27	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$937k		1.5k	623.54	View chart
Organon & Co Common Stock (OGN)	0.1	$933k	-18%	69k	13.54	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$876k	+34%	13k	69.48	View chart
Tripadvisor (TRIP)	0.1	$803k	-7%	59k	13.71	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$801k	-49%	8.1k	99.38	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$796k	+21%	16k	49.28	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$793k	+399%	9.0k	87.91	View chart
RBB F/m Us Treasury (TBIL)	0.1	$792k	-34%	16k	49.86	View chart
Crown Castle Intl (CCI)	0.1	$777k	-5%	10k	75.73	View chart
Goldman Sachs (GS)	0.1	$776k		768.00	1010.82	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$772k	+29%	9.9k	77.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$770k		2.5k	306.34	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$764k		7.5k	102.17	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$763k	+3%	14k	56.48	View chart
Air Products & Chemicals (APD)	0.1	$760k		2.6k	293.23	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$708k	-48%	15k	48.18	View chart
salesforce (CRM)	0.1	$679k	-13%	4.3k	156.65	View chart
Bank of America Corporation (BAC)	0.1	$655k	-3%	12k	56.98	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$651k	-9%	13k	50.39	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$650k	+2%	19k	33.46	View chart
Papa John's Int'l (PZZA)	0.1	$642k	-6%	18k	36.77	View chart
Verizon Communications (VZ)	0.1	$635k		15k	42.34	View chart
Everpure Cl A (P)	0.1	$630k	-8%	8.0k	78.79	View chart
Shenandoah Telecommunications Company (SHEN)	0.1	$629k		42k	15.08	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$626k	+3%	24k	25.95	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$621k		2.2k	283.79	View chart
Coca-Cola Company (KO)	0.1	$613k	-7%	7.5k	81.27	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$609k	+22%	12k	52.54	View chart
Zions Bancorporation (ZION)	0.1	$608k		8.8k	69.19	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$589k	-34%	7.8k	75.79	View chart
Sprott Fds Tr Urani Miner Etf (URNM)	0.1	$588k	-94%	11k	52.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$586k	-3%	2.0k	300.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$579k	-36%	12k	46.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$573k	-5%	6.3k	91.21	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$571k		9.3k	61.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$559k		1.5k	368.38	View chart
Broadcom (AVGO)	0.1	$547k	-7%	1.4k	377.78	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$533k	-3%	11k	50.60	View chart
International Business Machines (IBM)	0.1	$528k	-17%	1.9k	281.23	View chart
First Tr Exchange-traded Bloomberg Ai Etf (FAI)	0.1	$519k	+12%	9.5k	54.40	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$518k		1.5k	334.68	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$517k		6.3k	81.94	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$511k	-24%	1.1k	477.61	View chart
Royal Gold (RGLD)	0.1	$486k	-8%	2.4k	199.61	View chart
DaVita (DVA)	0.1	$485k		2.2k	222.45	View chart
Docusign (DOCU)	0.1	$483k	-9%	11k	44.42	View chart
Applied Materials (AMAT)	0.1	$476k	-14%	658.00	723.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$476k		6.2k	77.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$465k	+5%	15k	31.71	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$463k		5.7k	80.82	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$460k	+13%	8.2k	56.26	View chart
Newmont Mining Corporation (NEM)	0.1	$445k	-9%	4.8k	93.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$445k		1.1k	409.50	View chart
Phinia Common Stock (PHIN)	0.1	$443k	-6%	5.4k	82.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$429k	-40%	16k	27.70	View chart
Carnival Corp Common Shares (CCL)	0.1	$425k	NEW	15k	28.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$420k		6.0k	69.90	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$419k	+11%	9.7k	43.30	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.1	$418k	-17%	1.1k	390.62	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$410k		7.7k	53.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$409k		2.8k	148.31	View chart
Bank Ozk (OZK)	0.1	$405k		7.8k	52.09	View chart
Johnson & Johnson (JNJ)	0.1	$400k	+2%	1.6k	253.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$398k		1.1k	353.45	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$395k		16k	25.07	View chart
JPMorgan Chase & Co. (JPM)	0.1	$386k	-9%	1.2k	327.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$384k	-5%	7.0k	55.01	View chart
McDonald's Corporation (MCD)	0.1	$384k	-3%	1.4k	270.39	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.1	$380k	-36%	3.8k	100.94	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$367k	-4%	8.8k	41.62	View chart
Duke Energy Corp Com New (DUK)	0.0	$365k	-3%	2.9k	126.57	View chart
McKesson Corporation (MCK)	0.0	$354k		469.00	755.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$351k	-5%	5.1k	68.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$340k	+297%	2.7k	124.17	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$339k		2.3k	144.47	View chart
Ionq Inc Pipe (IONQ)	0.0	$338k	NEW	6.3k	53.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$321k	NEW	6.6k	48.43	View chart
Akamai Technologies (AKAM)	0.0	$319k		2.7k	118.22	View chart
Columbia Etf Tr I Larg Cap Gro Etf (REGS)	0.0	$317k	-47%	28k	11.28	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$314k		2.9k	107.62	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$313k		6.9k	45.34	View chart
Visa Com Cl A (V)	0.0	$305k		887.00	343.27	View chart
Wal-Mart Stores (WMT)	0.0	$304k	-9%	2.7k	113.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$297k	+5%	5.9k	50.49	View chart
HNI Corporation (HNI)	0.0	$296k	-7%	7.3k	40.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$290k	NEW	3.4k	85.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$287k	+11%	1.7k	164.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$287k	-9%	1.2k	236.62	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$282k	-97%	1.6k	176.65	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$281k	+11%	3.8k	73.41	View chart
Servicenow (NOW)	0.0	$280k	-9%	2.8k	99.28	View chart
MercadoLibre (MELI)	0.0	$279k		164.00	1702.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$277k	-10%	8.0k	34.81	View chart
Tree (TREE)	0.0	$275k		6.2k	44.29	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$261k	-7%	3.2k	82.83	View chart
Sofi Technologies (SOFI)	0.0	$257k		14k	17.93	View chart
Qualys (QLYS)	0.0	$257k	NEW	1.9k	137.46	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$257k	-9%	5.4k	47.20	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$251k		5.7k	43.76	View chart
Costco Wholesale Corporation (COST)	0.0	$250k	-8%	267.00	935.62	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$250k	+18%	2.3k	109.27	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$247k		1.9k	127.81	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$245k	+20%	4.2k	58.41	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$244k		466.00	522.57	View chart
At&t (T)	0.0	$238k	-4%	12k	20.70	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$238k	+5%	5.2k	46.15	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$238k		2.5k	95.09	View chart
Rapid7 (RPD)	0.0	$238k	-9%	29k	8.10	View chart
American Superconductor Corp Shs New (AMSC)	0.0	$233k	-6%	5.6k	41.51	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.0	$233k		5.1k	46.10	View chart
Uber Technologies (UBER)	0.0	$232k		3.2k	72.16	View chart
Home Depot (HD)	0.0	$225k		637.00	352.68	View chart
Mastercard Incorporated Cl A (MA)	0.0	$225k	-2%	437.00	513.84	View chart
Chevron Corporation (CVX)	0.0	$223k	-4%	1.3k	165.78	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$221k		13k	17.35	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$221k	NEW	1.2k	178.60	View chart
Raytheon Technologies Corp (RTX)	0.0	$221k		1.2k	189.74	View chart
Valero Energy Corporation (VLO)	0.0	$216k		830.00	260.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$215k	NEW	2.2k	96.59	View chart
Occidental Petroleum Corporation (OXY)	0.0	$214k		4.4k	48.57	View chart
Compass Pathways Sponsored Ads (CMPS)	0.0	$212k		15k	14.15	View chart
Procter & Gamble Company (PG)	0.0	$210k	-36%	1.4k	146.67	View chart
Dollar Tree (DLTR)	0.0	$207k	NEW	1.7k	120.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$206k	NEW	1.7k	119.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	0.0	$202k	-35%	8.5k	23.92	View chart
Cisco Systems (CSCO)	0.0	$202k	NEW	1.7k	117.46	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$202k		4.6k	43.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$200k	NEW	3.6k	55.08	View chart
Venture Global Com Cl A (VG)	0.0	$187k	+6%	17k	11.13	View chart
Dht Holdings Shs New (DHT)	0.0	$174k	-98%	11k	16.53	View chart
Asana Cl A (ASAN)	0.0	$174k	-31%	25k	7.00	View chart
Purecycle Technologies (PCT)	0.0	$130k		16k	8.11	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$86k		17k	4.99	View chart

Past Filings by Acorn Financial Advisory Services

SEC 13F filings are viewable for Acorn Financial Advisory Services going back to 2019

Acorn Financial Advisory Services 2026 Q2 filed July 20, 2026
Acorn Financial Advisory Services 2026 Q1 filed April 24, 2026
Acorn Financial Advisory Services 2025 Q4 filed Feb. 3, 2026
Acorn Financial Advisory Services 2025 Q3 filed Oct. 24, 2025
Acorn Financial Advisory Services 2025 Q2 filed July 28, 2025
Acorn Financial Advisory Services 2025 Q1 filed April 29, 2025
Acorn Financial Advisory Services 2024 Q4 filed Feb. 14, 2025
Acorn Financial Advisory Services 2024 Q3 filed Nov. 1, 2024
Acorn Financial Advisory Services 2024 Q2 filed Aug. 1, 2024
Acorn Financial Advisory Services 2024 Q1 filed May 8, 2024
Acorn Financial Advisory Services 2023 Q4 filed Jan. 17, 2024
Acorn Financial Advisory Services 2023 Q3 filed Oct. 10, 2023
Acorn Financial Advisory Services 2023 Q2 filed July 20, 2023
Acorn Financial Advisory Services 2023 Q1 filed April 26, 2023
Acorn Financial Advisory Services 2022 Q4 filed Jan. 20, 2023
Acorn Financial Advisory Services 2022 Q3 filed Oct. 12, 2022

View all past filings

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