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Acorn Wealth Advisors

Latest statistics and disclosures from Acorn Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are BND, SCHD, DFAC, MOAT, MSFT, and represent 18.07% of Acorn Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, EVTR, AVGO, SPY, JQUA, AAPL, SCHG, IEF, DFSV, DUHP.
Started 39 new stock positions in IEMG, AIQ, AMD, KDEC, PYLD, ULTY, SGI, IVW, AMCR, IAU.
Reduced shares in these 10 stocks: JCPB, VHT, BSV, SMOT, , SCHD, RSPH, , COFS, VTV.
Sold out of its positions in ADBE, COFS, DOW, SDVY, MKC, NEA, SPMB, SPYG, VERU.
Acorn Wealth Advisors was a net buyer of stock by $36M.
Acorn Wealth Advisors has $319M in assets under management (AUM), dropping by 18.70%.
Central Index Key (CIK): 0001730610

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Portfolio Holdings for Acorn Wealth Advisors

Acorn Wealth Advisors holds 281 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.7	$18M		246k	74.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.7	$12M	-2%	431k	27.30	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.0	$9.6M	+45%	250k	38.57	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.0	$9.5M		96k	99.11	View chart
Microsoft Corporation (MSFT)	2.6	$8.4M	+4%	16k	517.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$6.8M	+25%	215k	31.91	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.1	$6.8M		159k	42.76	View chart
Apple (AAPL)	2.0	$6.5M	+32%	25k	254.63	View chart
Select Sector Spdr Tr Technology (XLK)	2.0	$6.3M		22k	281.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$6.1M		28k	215.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$4.9M	+8%	15k	328.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$4.8M	+16%	25k	189.70	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.4	$4.5M	-4%	91k	49.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.3	$4.1M		43k	95.14	View chart
JPMorgan Chase & Co. (JPM)	1.3	$4.0M		13k	315.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$3.8M	-3%	128k	29.64	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.2	$3.8M	-5%	68k	55.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$3.7M	+2%	15k	254.28	View chart
NVIDIA Corporation (NVDA)	1.2	$3.7M	+13%	20k	186.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.1	$3.6M	-5%	107k	33.42	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$3.5M		73k	48.19	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.0	$3.3M	-4%	46k	72.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$3.1M	+14%	16k	194.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$3.0M	+136%	4.5k	666.16	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.9	$3.0M	+54%	93k	31.84	View chart
Broadcom (AVGO)	0.9	$2.9M	+282%	8.8k	329.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.9	$2.8M		17k	170.85	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.9	$2.8M	NEW	54k	51.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.7M		45k	59.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$2.7M	+11%	53k	50.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.6M	+3%	5.2k	502.77	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.8	$2.5M	+30%	118k	21.31	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.8	$2.5M	+49%	66k	37.77	View chart
Touchstone Etf Trust Strategic Income (SIO)	0.8	$2.5M	+42%	94k	26.33	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$2.5M	-6%	43k	57.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$2.4M	+40%	6.8k	355.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.3M	-9%	12k	186.49	View chart
Capital Group International SHS (CGIC)	0.7	$2.2M	+54%	70k	30.81	View chart
Caterpillar (CAT)	0.6	$2.0M		4.2k	477.11	View chart
Amazon (AMZN)	0.6	$2.0M	+15%	9.0k	219.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$1.9M	-2%	26k	73.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.9M	+52%	3.2k	600.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.9M	-3%	3.9k	479.65	View chart
Home Depot (HD)	0.6	$1.9M		4.6k	405.17	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.5	$1.7M	-2%	15k	112.35	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$1.7M	+8%	37k	45.76	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.7M	+2%	20k	82.96	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$1.6M	NEW	25k	62.91	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.5	$1.6M	+6%	20k	78.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.5	$1.5M	-8%	34k	44.42	View chart
Lowe's Companies (LOW)	0.4	$1.4M		5.7k	251.32	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.4	$1.4M	+28%	57k	25.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.4M	+10%	55k	25.71	View chart
Meta Platforms Cl A (META)	0.4	$1.4M	+20%	1.9k	734.52	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.4	$1.4M	+31%	33k	42.05	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$1.4M	+16%	33k	42.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$1.4M	NEW	14k	96.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.3M	+21%	2.2k	612.30	View chart
International Business Machines (IBM)	0.4	$1.3M		4.7k	282.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.3M		24k	54.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$1.3M	+33%	2.2k	596.05	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.4	$1.2M		28k	44.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.1M	+262%	17k	65.26	View chart
Tesla Motors (TSLA)	0.3	$1.1M	+30%	2.4k	444.72	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.1M	-59%	23k	47.55	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$1.1M	+20%	9.6k	110.66	View chart
CSX Corporation (CSX)	0.3	$1.1M	+4%	30k	35.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.0M	-5%	29k	36.35	View chart
Visa Com Cl A (V)	0.3	$1.0M	+5%	3.0k	341.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.0M	+8%	4.1k	243.09	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.3	$984k	+6%	41k	24.02	View chart
Southern Company (SO)	0.3	$974k		10k	94.77	View chart
Ge Aerospace Com New (GE)	0.3	$971k	+8%	3.2k	300.83	View chart
Fs Kkr Capital Corp (FSK)	0.3	$958k	+25%	64k	14.93	View chart
Spdr Series Trust Mktaxes Invt Grd (LQIG)	0.3	$956k	-2%	9.9k	96.93	View chart
Capital Group New Geography SHS (CGNG)	0.3	$955k	+89%	31k	30.90	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.3	$950k	-11%	52k	18.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$928k	+4%	40k	23.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.3	$914k	-21%	31k	29.39	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.3	$902k	-29%	25k	36.08	View chart
Palantir Technologies Cl A (PLTR)	0.3	$883k	+11%	4.8k	182.43	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.3	$880k	+2%	20k	44.80	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$878k	+94%	18k	49.79	View chart
Vanguard World Health Car Etf (VHT)	0.3	$867k	-51%	3.3k	259.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$865k	+3%	18k	49.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$856k	-38%	11k	78.91	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$851k	-16%	11k	76.45	View chart
Walt Disney Company (DIS)	0.3	$843k	+3%	7.4k	114.50	View chart
Nextera Energy (NEE)	0.3	$838k	+249%	11k	75.49	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$824k	+34%	23k	35.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$820k	+19%	6.9k	118.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$815k	+8%	8.1k	100.25	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$813k	+43%	27k	30.40	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$790k	+257%	5.7k	139.17	View chart
Raytheon Technologies Corp (RTX)	0.2	$787k		4.7k	167.34	View chart
DTE Energy Company (DTE)	0.2	$775k	+6%	5.5k	141.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$756k	+17%	16k	46.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$753k		6.7k	112.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$745k		2.0k	365.48	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$739k	-6%	20k	36.81	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$713k	-14%	15k	46.24	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$707k	+5%	13k	53.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$692k		16k	44.58	View chart
Altria (MO)	0.2	$658k		10k	66.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$649k	+35%	2.7k	243.57	View chart
Johnson & Johnson (JNJ)	0.2	$637k		3.4k	185.40	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$626k	-5%	7.3k	85.34	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$624k	NEW	13k	46.71	View chart
Cisco Systems (CSCO)	0.2	$623k	+2%	9.1k	68.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$622k	+23%	12k	50.07	View chart
Procter & Gamble Company (PG)	0.2	$619k	+4%	4.0k	153.64	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.2	$618k	+92%	31k	19.98	View chart
Wal-Mart Stores (WMT)	0.2	$618k	+48%	6.0k	103.07	View chart
United Parcel Service CL B (UPS)	0.2	$611k		7.3k	83.53	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$610k	+6%	22k	27.94	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$610k	+42%	5.6k	108.70	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.2	$610k	+24%	30k	20.05	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$607k	+154%	9.3k	65.00	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$607k	+9%	12k	50.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$605k	+95%	905.00	669.00	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.2	$598k		24k	25.47	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$596k		31k	19.43	View chart
Costco Wholesale Corporation (COST)	0.2	$594k	+3%	642.00	925.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$581k	-3%	21k	27.90	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.2	$574k	+8%	23k	24.93	View chart
Listed Fds Tr Spear Alpha Etf (SPRX)	0.2	$572k	NEW	15k	38.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$567k		18k	31.53	View chart
Eli Lilly & Co. (LLY)	0.2	$561k	+4%	736.00	762.74	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$557k		4.1k	134.44	View chart
At&t (T)	0.2	$546k		19k	28.24	View chart
American Express Company (AXP)	0.2	$545k		1.6k	332.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$541k	-3%	1.8k	293.77	View chart
CMS Energy Corporation (CMS)	0.2	$541k		7.4k	73.26	View chart
Merck & Co (MRK)	0.2	$528k		6.3k	83.93	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$526k	-2%	11k	47.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$513k	-16%	12k	42.79	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$512k	+114%	1.9k	271.12	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$511k	+18%	5.1k	100.04	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$503k	-7%	4.9k	103.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$501k	+30%	2.6k	195.89	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$500k	+6%	15k	32.79	View chart
Abbvie (ABBV)	0.2	$496k	+8%	2.1k	231.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.2	$495k		12k	40.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$491k	NEW	4.1k	120.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$490k	+14%	4.9k	99.52	View chart
Kinder Morgan (KMI)	0.2	$490k		17k	28.31	View chart
United Rentals (URI)	0.2	$486k		509.00	954.04	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$483k	+12%	4.5k	106.48	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$482k	+47%	15k	31.89	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$472k	-8%	5.6k	84.83	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$464k	+37%	15k	30.54	View chart
Enbridge (ENB)	0.1	$450k	+3%	8.9k	50.46	View chart
Lockheed Martin Corporation (LMT)	0.1	$449k		899.00	499.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$447k	NEW	2.2k	206.53	View chart
Oracle Corporation (ORCL)	0.1	$434k	+10%	1.5k	281.29	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$434k	+8%	11k	41.20	View chart
Fortinet (FTNT)	0.1	$430k		5.1k	84.08	View chart
Howmet Aerospace (HWM)	0.1	$422k	-11%	2.2k	196.25	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$420k	+7%	16k	25.85	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$414k	-17%	7.5k	55.33	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$411k	-2%	12k	33.89	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$406k	+33%	15k	27.31	View chart
Tidal Trust Ii Yieldmax Ultra O (ULTY)	0.1	$405k	NEW	74k	5.47	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$404k	-5%	4.5k	90.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$404k		5.2k	78.09	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$403k	+10%	416.00	968.09	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$391k	NEW	5.8k	67.83	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$390k	+15%	9.0k	43.30	View chart
Ford Motor Company (F)	0.1	$390k	+4%	33k	11.96	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$389k	+19%	3.7k	104.92	View chart
Bristol Myers Squibb (BMY)	0.1	$388k	+4%	8.6k	45.10	View chart
Union Pacific Corporation (UNP)	0.1	$388k		1.6k	236.40	View chart
Super Micro Computer Com New (SMCI)	0.1	$384k	NEW	8.0k	47.94	View chart
Dell Technologies CL C (DELL)	0.1	$382k	NEW	2.7k	141.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$380k		4.1k	93.36	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$380k	+2%	5.0k	76.01	View chart
Methanex Corp (MEOH)	0.1	$378k		9.5k	39.76	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$373k	-3%	8.0k	46.42	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$371k	+17%	4.7k	78.63	View chart
Vanguard World Utilities Etf (VPU)	0.1	$370k		2.0k	189.44	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$364k	NEW	4.0k	91.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$360k	NEW	4.9k	72.77	View chart
Stryker Corporation (SYK)	0.1	$357k		967.00	369.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$355k	+44%	5.3k	67.26	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$351k	-5%	4.2k	83.41	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$346k	+24%	14k	23.94	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$344k		4.9k	70.85	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.1	$338k	NEW	3.9k	86.28	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$338k	-13%	7.2k	46.96	View chart
Starwood Property Trust (STWD)	0.1	$335k	+13%	17k	19.37	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$332k	+13%	14k	23.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$329k		441.00	746.83	View chart
Coca-Cola Company (KO)	0.1	$329k		5.0k	66.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$327k	+2%	1.4k	241.90	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$326k	-3%	7.7k	42.20	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$320k		5.9k	53.87	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$318k	-7%	4.9k	65.01	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.1	$318k		11k	28.88	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$318k	-20%	4.6k	68.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$313k	NEW	5.3k	59.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$311k		2.3k	137.78	View chart
Elevation Series Trust Trueshs Tech Ai (LRNZ)	0.1	$309k		6.8k	45.51	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$307k	-7%	6.5k	47.00	View chart
Pembina Pipeline Corp (PBA)	0.1	$307k		7.6k	40.46	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$306k	NEW	8.0k	38.12	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$306k	NEW	12k	25.47	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$305k	-3%	6.0k	51.07	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$304k		5.3k	57.19	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$304k		5.6k	53.96	View chart
Boeing Company (BA)	0.1	$296k		1.4k	215.83	View chart
Pfizer (PFE)	0.1	$292k	-13%	12k	25.48	View chart
Netflix (NFLX)	0.1	$289k	+25%	241.00	1198.92	View chart
Chevron Corporation (CVX)	0.1	$287k	+7%	1.8k	155.29	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$286k	+8%	11k	25.57	View chart
General Dynamics Corporation (GD)	0.1	$285k		837.00	341.03	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$285k	-16%	4.3k	66.64	View chart
Church & Dwight (CHD)	0.1	$285k	-2%	3.2k	87.62	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$283k	+6%	6.2k	45.99	View chart
Verizon Communications (VZ)	0.1	$283k		6.4k	43.95	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$283k		3.2k	89.58	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$279k	NEW	4.2k	65.92	View chart
Linde SHS (LIN)	0.1	$278k	+7%	586.00	474.94	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$278k	+38%	15k	19.21	View chart
Wells Fargo & Company (WFC)	0.1	$275k	-10%	3.3k	83.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$274k	NEW	3.1k	89.36	View chart
Dupont De Nemours (DD)	0.1	$273k		3.5k	77.89	View chart
Ciena Corp Com New (CIEN)	0.1	$271k	NEW	1.9k	145.67	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$269k	-5%	2.7k	100.24	View chart
Bank of America Corporation (BAC)	0.1	$267k	+18%	5.2k	51.59	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$265k	-4%	15k	18.24	View chart
Gilead Sciences (GILD)	0.1	$265k		2.4k	111.01	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$264k		9.1k	29.11	View chart
Qualcomm (QCOM)	0.1	$261k		1.6k	166.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$260k	+14%	11k	23.47	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$259k	+4%	4.1k	62.47	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$255k		14k	17.77	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$254k	-22%	5.5k	46.32	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.1	$254k	-3%	23k	11.28	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$249k	NEW	892.00	279.29	View chart
Kellogg Company (K)	0.1	$249k		3.0k	82.02	View chart
Global Net Lease Com New (GNL)	0.1	$239k	+9%	29k	8.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$236k		1.7k	140.92	View chart
Abbott Laboratories (ABT)	0.1	$236k	-21%	1.8k	133.95	View chart
Dt Midstream Common Stock (DTM)	0.1	$234k	+12%	2.1k	113.05	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$231k	-14%	4.7k	49.31	View chart
First Industrial Realty Trust (FR)	0.1	$230k		4.5k	51.47	View chart
CRH Ord (CRH)	0.1	$230k	NEW	1.9k	119.90	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$230k		4.0k	57.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$228k	NEW	8.5k	26.84	View chart
Intel Corporation (INTC)	0.1	$228k	NEW	6.8k	33.55	View chart
Kroger (KR)	0.1	$223k		3.3k	67.41	View chart
AutoZone (AZO)	0.1	$223k	NEW	52.00	4290.23	View chart
Philip Morris International (PM)	0.1	$222k		1.4k	162.21	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$221k		2.6k	86.80	View chart
Trane Technologies SHS (TT)	0.1	$220k		521.00	421.96	View chart
Clean Harbors (CLH)	0.1	$219k	NEW	942.00	232.22	View chart
Applovin Corp Com Cl A (APP)	0.1	$218k	NEW	303.00	718.54	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$217k	NEW	2.3k	95.18	View chart
Advanced Micro Devices (AMD)	0.1	$217k	NEW	1.3k	161.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$217k	+3%	1.9k	111.47	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$216k	NEW	6.6k	32.82	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$212k	NEW	650.00	326.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$211k	NEW	1.8k	113.88	View chart
Pepsi (PEP)	0.1	$209k	-14%	1.5k	140.45	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$209k		3.2k	64.73	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$209k		1.9k	109.95	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$209k	NEW	4.2k	49.40	View chart
Tempur-Pedic International (SGI)	0.1	$208k	NEW	2.5k	84.33	View chart
Nrg Energy Com New (NRG)	0.1	$204k	-5%	1.3k	161.95	View chart
Deere & Company (DE)	0.1	$203k	+6%	445.00	456.80	View chart
Microsoft Corp Call Call Option	0.1	$203k	NEW	55.00	3683.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$202k	NEW	658.00	307.66	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$201k	-11%	8.1k	24.77	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$200k	NEW	1.2k	166.18	View chart
Texas Pacific Land Corp (TPL)	0.1	$200k		214.00	935.79	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$195k		11k	17.01	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$133k	NEW	14k	9.79	View chart
Amcor Ord (AMCR)	0.0	$105k	NEW	13k	8.18	View chart
Nordic American Tanker Shippin (NAT)	0.0	$31k		10k	3.14	View chart
Zentalis Pharmaceuticals (ZNTL)	0.0	$30k		20k	1.51	View chart
Tilray (TLRY)	0.0	$29k		17k	1.73	View chart

Past Filings by Acorn Wealth Advisors

SEC 13F filings are viewable for Acorn Wealth Advisors going back to 2017

Acorn Wealth Advisors 2025 Q3 filed Oct. 31, 2025
Acorn Wealth Advisors 2025 Q2 filed Aug. 14, 2025
Acorn Wealth Advisors 2025 Q1 filed May 1, 2025
Acorn Wealth Advisors 2024 Q4 filed Feb. 4, 2025
Acorn Wealth Advisors 2024 Q3 filed Nov. 13, 2024
Acorn Wealth Advisors 2024 Q2 filed July 30, 2024
Acorn Wealth Advisors 2024 Q1 filed April 26, 2024
Acorn Wealth Advisors 2023 Q4 filed Feb. 7, 2024
Acorn Wealth Advisors 2023 Q3 filed Nov. 7, 2023
Acorn Wealth Advisors 2023 Q2 filed Aug. 2, 2023
Acorn Wealth Advisors 2023 Q1 filed May 9, 2023
Acorn Wealth Advisors 2022 Q4 filed Feb. 10, 2023
Acorn Wealth Advisors 2022 Q3 filed Nov. 9, 2022
Acorn Wealth Advisors 2022 Q2 filed Aug. 8, 2022
Acorn Wealth Advisors 2022 Q1 filed May 3, 2022
Acorn Wealth Advisors 2021 Q4 filed Feb. 14, 2022

View all past filings

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