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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, DFAC, SCHD, MOAT, SCHG, and represent 19.79% of Acorn Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$7.8M), XLK, NVDA, JCPB, CGIC, DUHP, DFSV, MBSF, SCHG, BND.
Started 12 new stock positions in CATH, OXSQ, DFNM, VVOS, NOW, SHOP, GUSE, STBF, USHY, METL. GM, CGSM.
Reduced shares in these 10 stocks: SIO, SPY, DFCF, SCHD, FIXD, MOAT, DFAU, RSP, VHT, PULS.
Sold out of its positions in APP, DYNF, DD, FPX, KNG, DMAR, FLMI, QYLD, BALT, KDEC.
Acorn Wealth Advisors was a net buyer of stock by $15M.
Acorn Wealth Advisors has $336M in assets under management (AUM), dropping by 5.20%.
Central Index Key (CIK): 0001730610

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Portfolio Holdings for Acorn Wealth Advisors

Acorn Wealth Advisors holds 268 positions in its portfolio as reported in the December 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)	5.9	$20M	+8%	266k	74.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.3	$18M	+78%	447k	39.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$11M	-5%	406k	27.43	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.8	$9.3M	-6%	90k	103.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$8.6M	+22%	263k	32.62	View chart
Microsoft Corporation (MSFT)	2.3	$7.8M		16k	483.63	View chart
Apple (AAPL)	2.0	$6.6M	-4%	24k	271.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.9	$6.5M	+99%	45k	143.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$6.2M		28k	219.78	View chart
NVIDIA Corporation (NVDA)	1.8	$6.1M	+65%	33k	186.50	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.8	$6.0M	-10%	142k	42.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$5.3M	+4%	16k	335.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.5	$5.0M	+63%	152k	32.89	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.3	$4.5M	+77%	117k	38.03	View chart
Capital Group International SHS (CGIC)	1.3	$4.2M	+85%	130k	32.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$4.2M	-13%	22k	191.56	View chart
JPMorgan Chase & Co. (JPM)	1.2	$4.1M		13k	322.22	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.2	$3.9M	-14%	78k	49.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$3.8M	-6%	40k	94.16	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$3.7M	-3%	124k	30.07	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.1	$3.5M	+27%	69k	51.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.1	$3.5M	-3%	104k	34.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$3.5M	-7%	14k	257.96	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.0	$3.4M	-8%	62k	54.07	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$3.3M	+23%	8.4k	396.32	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$3.3M	+207%	70k	47.35	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$3.1M	-7%	42k	74.17	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$3.1M	-10%	65k	47.95	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.9	$3.1M	+23%	146k	21.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$2.9M	-7%	14k	198.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.8M		46k	62.47	View chart
Broadcom (AVGO)	0.8	$2.8M	-7%	8.1k	346.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.6M		5.2k	502.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$2.6M		17k	154.14	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$2.5M	-7%	49k	50.59	View chart
Caterpillar (CAT)	0.7	$2.4M		4.2k	572.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$2.3M	-23%	3.4k	681.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.3M		12k	190.99	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.7	$2.2M	+269%	87k	25.64	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.6	$2.1M	+50%	85k	25.17	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.6	$2.1M	+52%	51k	41.86	View chart
Amazon (AMZN)	0.6	$2.1M		9.2k	230.82	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$2.0M	-2%	32k	64.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.0M	-18%	35k	57.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.9M		4.0k	487.82	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.8M	-5%	25k	71.42	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.5	$1.8M	-6%	26k	67.64	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$1.7M		21k	80.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.7M	+21%	2.6k	627.02	View chart
Capital Group New Geography SHS (CGNG)	0.5	$1.6M	+66%	51k	31.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.6M	-16%	2.6k	614.40	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.6M	-4%	19k	82.82	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.5	$1.6M	-5%	15k	108.64	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$1.5M	+66%	39k	38.00	View chart
Home Depot (HD)	0.4	$1.4M	-8%	4.2k	344.12	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$1.4M	+70%	46k	31.66	View chart
Meta Platforms Cl A (META)	0.4	$1.4M	+12%	2.2k	660.22	View chart
Lowe's Companies (LOW)	0.4	$1.4M		5.7k	241.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.3M	-7%	51k	26.23	View chart
International Business Machines (IBM)	0.4	$1.3M	-4%	4.5k	296.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.3M		25k	53.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.3M		4.1k	313.03	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$1.2M	+41%	25k	49.99	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$1.2M	+7%	10k	114.50	View chart
Tesla Motors (TSLA)	0.3	$1.1M	+2%	2.5k	449.72	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$1.1M	-17%	1.8k	603.20	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.1M	-37%	23k	46.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.1M		28k	38.11	View chart
CSX Corporation (CSX)	0.3	$1.1M		30k	36.25	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$1.0M	-34%	17k	63.18	View chart
Ge Aerospace Com New (GE)	0.3	$1.0M	+3%	3.3k	308.07	View chart
Visa Com Cl A (V)	0.3	$1.0M	-2%	2.9k	350.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$982k	+2%	41k	24.04	View chart
Goldman Sachs Etf Tr Enhanced Us Eqty (GUSE)	0.3	$969k	NEW	24k	40.46	View chart
Fs Kkr Capital Corp (FSK)	0.3	$964k		65k	14.81	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$950k		11k	85.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$934k	-31%	9.7k	96.16	View chart
Spdr Series Trust State Street Spd (LQIG)	0.3	$923k	-2%	9.6k	95.72	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$913k	+8%	19k	48.32	View chart
Southern Company (SO)	0.3	$902k		10k	87.20	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.3	$894k	-6%	38k	23.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$888k	+3%	11k	78.81	View chart
Raytheon Technologies Corp (RTX)	0.3	$865k		4.7k	183.38	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.3	$863k	NEW	33k	26.34	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$859k	+68%	25k	33.74	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.3	$853k		20k	43.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$848k		2.7k	313.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$843k	+2%	17k	49.90	View chart
Nextera Energy (NEE)	0.2	$838k	-6%	10k	80.28	View chart
Walt Disney Company (DIS)	0.2	$838k		7.4k	113.77	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.2	$823k	-12%	45k	18.36	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$822k	-45%	19k	44.32	View chart
Exxon Mobil Corporation (XOM)	0.2	$813k		6.8k	120.34	View chart
Palantir Technologies Cl A (PLTR)	0.2	$810k	-5%	4.6k	177.74	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$805k	+64%	25k	32.25	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.2	$779k	-13%	22k	36.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$779k	-4%	7.8k	99.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$761k		2.0k	373.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$757k	-8%	6.3k	120.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$753k	-32%	11k	66.00	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$736k	-10%	18k	41.08	View chart
Johnson & Johnson (JNJ)	0.2	$713k		3.4k	206.96	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$712k		15k	46.08	View chart
United Parcel Service CL B (UPS)	0.2	$708k	-2%	7.1k	99.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$707k		16k	45.51	View chart
DTE Energy Company (DTE)	0.2	$697k		5.4k	128.99	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$696k	+77%	26k	26.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$685k	-2%	13k	52.88	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$679k	+4%	23k	29.82	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$670k	+17%	2.2k	301.15	View chart
Wal-Mart Stores (WMT)	0.2	$667k		6.0k	111.42	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.2	$663k	+9%	33k	19.89	View chart
Cisco Systems (CSCO)	0.2	$655k	-6%	8.5k	77.03	View chart
Merck & Co (MRK)	0.2	$639k	-3%	6.1k	105.26	View chart
Eli Lilly & Co. (LLY)	0.2	$635k	-19%	591.00	1074.52	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$618k	-29%	4.0k	154.79	View chart
Touchstone Etf Trust Strategic Income (SIO)	0.2	$614k	-74%	24k	25.95	View chart
American Express Company (AXP)	0.2	$608k		1.6k	369.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$603k	-3%	12k	50.29	View chart
Altria (MO)	0.2	$583k		10k	57.66	View chart
Procter & Gamble Company (PG)	0.2	$578k		4.0k	143.31	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$570k		30k	18.91	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.2	$557k	-9%	28k	19.89	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$548k	-4%	22k	24.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$547k	-7%	19k	28.48	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$539k	+2%	11k	47.79	View chart
Dell Technologies CL C (DELL)	0.2	$536k	+57%	4.3k	125.89	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$530k	-15%	4.7k	111.78	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$526k	-2%	4.0k	130.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$524k	-47%	16k	31.85	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$521k	+7%	4.9k	107.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$517k	+11%	10k	49.65	View chart
CMS Energy Corporation (CMS)	0.2	$516k		7.4k	69.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$512k	-17%	748.00	684.57	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$511k		4.9k	104.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$508k	-5%	1.8k	290.14	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$506k	-3%	15k	34.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$494k	-7%	11k	44.41	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$491k	-2%	5.0k	98.49	View chart
Costco Wholesale Corporation (COST)	0.1	$485k	-12%	562.00	862.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$481k	-4%	4.7k	101.98	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$475k	+16%	4.3k	109.65	View chart
Bristol Myers Squibb (BMY)	0.1	$469k		8.7k	53.94	View chart
Abbvie (ABBV)	0.1	$463k	-5%	2.0k	228.44	View chart
United Rentals (URI)	0.1	$462k	+12%	571.00	809.03	View chart
At&t (T)	0.1	$461k	-3%	19k	24.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$452k	-11%	2.3k	199.71	View chart
Kinder Morgan (KMI)	0.1	$450k	-5%	16k	27.49	View chart
Howmet Aerospace (HWM)	0.1	$442k		2.2k	205.05	View chart
Lockheed Martin Corporation (LMT)	0.1	$438k		905.00	483.91	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$435k	-29%	5.2k	84.22	View chart
Ford Motor Company (F)	0.1	$435k		33k	13.12	View chart
Enbridge (ENB)	0.1	$429k		9.0k	47.83	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$427k		11k	40.74	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$426k	-4%	398.00	1069.86	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.1	$424k		11k	38.51	View chart
Listed Fds Tr Spear Alpha Etf (SPRX)	0.1	$423k	-26%	11k	38.50	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$417k	+94%	8.2k	50.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$413k	+5%	4.3k	96.04	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$408k		5.2k	77.88	View chart
Fortinet (FTNT)	0.1	$406k		5.1k	79.41	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$403k		12k	33.81	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$400k	+17%	17k	23.67	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$395k	-6%	7.0k	56.81	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$393k		8.2k	48.11	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$392k	-18%	4.5k	86.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$382k	-34%	12k	32.57	View chart
Union Pacific Corporation (UNP)	0.1	$381k		1.6k	231.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$381k	+3%	5.5k	69.47	View chart
Methanex Corp (MEOH)	0.1	$377k		9.5k	39.72	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$372k	-3%	8.7k	42.87	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$371k		4.8k	78.11	View chart
Ciena Corp Com New (CIEN)	0.1	$368k	-15%	1.6k	233.87	View chart
Vanguard World Utilities Etf (VPU)	0.1	$359k		1.9k	185.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$359k	-10%	4.4k	81.17	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$357k		4.2k	84.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$355k	+9%	5.1k	69.66	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$355k		5.0k	71.44	View chart
Trust For Professional Man Performance Tr S (STBF)	0.1	$353k	NEW	14k	25.36	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$352k	-41%	6.9k	50.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$346k	-30%	2.8k	123.25	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$345k		7.3k	47.08	View chart
Coca-Cola Company (KO)	0.1	$344k		4.9k	69.91	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$344k	-13%	3.9k	89.19	View chart
Stryker Corporation (SYK)	0.1	$342k		972.00	351.47	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$341k		4.9k	69.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$333k		441.00	754.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$331k	-27%	1.6k	212.02	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$326k		4.9k	67.13	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$326k		5.9k	54.77	View chart
Vanguard World Health Car Etf (VHT)	0.1	$321k	-66%	1.1k	287.78	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$321k		7.6k	42.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$320k		2.3k	141.09	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$320k		14k	22.22	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$318k	-25%	12k	26.24	View chart
Elevation Series Trust Trueshs Tech Ai (LRNZ)	0.1	$315k	-2%	6.6k	47.66	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$315k	-49%	6.8k	46.54	View chart
Chevron Corporation (CVX)	0.1	$311k	+10%	2.0k	152.44	View chart
Starwood Property Trust (STWD)	0.1	$310k		17k	18.01	View chart
Pfizer (PFE)	0.1	$308k	+7%	12k	24.90	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$307k		6.6k	46.50	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$304k		5.3k	57.91	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$304k	NEW	6.3k	48.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$304k	-8%	1.2k	246.14	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$303k	+5%	6.5k	46.71	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$302k	+33%	11k	26.68	View chart
Boeing Company (BA)	0.1	$299k		1.4k	217.12	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$296k		5.6k	52.63	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$294k	+5%	15k	19.19	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$291k	-2%	5.8k	50.28	View chart
Oracle Corporation (ORCL)	0.1	$290k	-3%	1.5k	194.86	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$290k		3.2k	91.44	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$285k	-16%	6.7k	42.55	View chart
General Dynamics Corporation (GD)	0.1	$282k		837.00	336.69	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$281k		4.2k	66.08	View chart
Gilead Sciences (GILD)	0.1	$280k	-4%	2.3k	122.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$280k	+4%	3.2k	87.15	View chart
Bank of America Corporation (BAC)	0.1	$276k	-2%	5.0k	55.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$275k		906.00	303.89	View chart
CRH Ord (CRH)	0.1	$273k	+14%	2.2k	124.80	View chart
Church & Dwight (CHD)	0.1	$273k		3.3k	83.86	View chart
Pembina Pipeline Corp (PBA)	0.1	$273k	-5%	7.2k	38.06	View chart
Advanced Micro Devices (AMD)	0.1	$273k	-5%	1.3k	214.16	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$271k		2.7k	99.95	View chart
Tempur-Pedic International (SGI)	0.1	$270k	+22%	3.0k	89.28	View chart
Sprott Fds Tr Active Metals (METL)	0.1	$269k	NEW	11k	25.27	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$266k	+3%	5.7k	46.86	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$265k		15k	18.22	View chart
Super Micro Computer Com New (SMCI)	0.1	$261k	+11%	8.9k	29.27	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$259k	-3%	8.8k	29.61	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.1	$259k	+3%	4.1k	63.88	View chart
Qualcomm (QCOM)	0.1	$259k	-3%	1.5k	171.05	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$259k	-9%	10k	25.48	View chart
First Industrial Realty Trust (FR)	0.1	$256k		4.5k	57.27	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$256k	-29%	2.8k	91.38	View chart
Global Net Lease Com New (GNL)	0.1	$251k		29k	8.60	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$251k		14k	17.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$250k	-39%	3.5k	71.41	View chart
Verizon Communications (VZ)	0.1	$250k	-4%	6.1k	40.73	View chart
Dt Midstream Common Stock (DTM)	0.1	$249k		2.1k	119.70	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$247k	-4%	11k	23.37	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.1	$239k	-9%	20k	11.74	View chart
Clean Harbors (CLH)	0.1	$236k	+6%	1.0k	234.48	View chart
Intel Corporation (INTC)	0.1	$235k	-6%	6.4k	36.90	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$231k	NEW	6.2k	37.40	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$228k		1.9k	119.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$226k	+5%	2.1k	110.19	View chart
Netflix (NFLX)	0.1	$225k	+894%	2.4k	93.76	View chart
General Motors Company (GM)	0.1	$224k	NEW	2.7k	81.33	View chart
Philip Morris International (PM)	0.1	$220k		1.4k	160.41	View chart
Abbott Laboratories (ABT)	0.1	$220k		1.8k	125.32	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$210k		4.0k	52.57	View chart
Deere & Company (DE)	0.1	$208k		447.00	465.74	View chart
Global X Fds S&p 500 Catholic (CATH)	0.1	$208k	NEW	2.5k	82.22	View chart
AutoZone (AZO)	0.1	$207k	+17%	61.00	3391.51	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$207k		657.00	314.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$206k	-14%	1.4k	143.52	View chart
Servicenow (NOW)	0.1	$204k	NEW	1.3k	153.19	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$204k	NEW	1.3k	160.97	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$204k		3.2k	63.04	View chart
Trane Technologies SHS (TT)	0.1	$203k		522.00	389.20	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$202k		2.5k	80.37	View chart
Pepsi (PEP)	0.1	$202k	-5%	1.4k	143.53	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$166k	+13%	15k	10.72	View chart
Nordic American Tanker Shippin (NAT)	0.0	$34k		10k	3.44	View chart
Vivos Therapeutics Com New (VVOS)	0.0	$30k	NEW	15k	2.03	View chart
Zentalis Pharmaceuticals (ZNTL)	0.0	$27k		20k	1.35	View chart
Oxford Square Ca (OXSQ)	0.0	$21k	NEW	12k	1.76	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 Q4 filed Feb. 10, 2026
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

View all past filings

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