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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 Dimensional Etf Trust, BND, SCHD, SCHG, MSFT, and represent 20.65% of Acorn Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: Dimensional Etf Trust, WMT, XOM, SPYM, CGIC, JCPB, SGOV, GLDM, VTEB, DFGP.
Started 15 new stock positions in RSPH, JPO, TNXP, BTC, ETV, SSNC, ETN, KEX, FMB, IEFA. PNFP, QQQM, PSLV, XOM, VYMI.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$7.8M), Dimensional Etf Trust (-$7.3M), , UPS, VUG, MOAT, VTV, VTI, BOND, VEA.
Sold out of its positions in AVSC, AZO, Dimensional Etf Trust, Dimensional Etf Trust, UFOX, Exxon Mobil Corporation, FPX, CATH, GBIL, BAB. KMB, KNX, LRCX, UPS, SMH, VRT.
Acorn Wealth Advisors was a net seller of stock by $-87k.
Acorn Wealth Advisors has $407M in assets under management (AUM), dropping by -0.79%.
Central Index Key (CIK): 0001730610

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Portfolio Holdings for Acorn Wealth Advisors

Acorn Wealth Advisors holds 302 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf	7.7	$31M	+12%	704k	44.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.5	$18M	-2%	261k	70.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$14M		417k	32.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.9	$12M		332k	35.93	View chart
Microsoft Corporation (MSFT)	2.2	$8.9M	+4%	17k	512.89	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.1	$8.5M		43k	195.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$7.6M		33k	233.31	View chart
Apple (AAPL)	1.8	$7.4M		22k	333.02	View chart
Capital Group International SHS (CGIC)	1.8	$7.2M	+15%	201k	35.98	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.5	$6.3M		157k	40.12	View chart
NVIDIA Corporation (NVDA)	1.5	$6.2M		27k	228.38	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.4	$5.9M	+18%	132k	44.78	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.3	$5.3M	-9%	14k	374.25	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	1.3	$5.1M	+9%	107k	48.19	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$4.6M	+6%	12k	380.85	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.1	$4.6M	+10%	231k	19.74	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	1.1	$4.4M	+12%	85k	51.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$4.4M		128k	34.02	View chart
JPMorgan Chase & Co. (JPM)	1.1	$4.3M	+2%	13k	330.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$4.2M		20k	208.02	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.0	$4.2M	-4%	15k	284.49	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.0	$4.0M		48k	83.03	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.9	$3.6M		37k	97.44	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$3.6M	-15%	34k	105.71	View chart
Caterpillar (CAT)	0.9	$3.6M		4.4k	810.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$3.5M	-10%	49k	70.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$3.4M		15k	222.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.4M	+12%	4.8k	700.80	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.8	$3.4M		90k	37.47	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$3.3M	+44%	37k	89.76	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.8	$3.3M	+3%	130k	25.41	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.8	$3.3M	+12%	83k	39.28	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.8	$3.2M	+15%	135k	23.75	View chart
Broadcom (AVGO)	0.8	$3.1M	+9%	8.8k	351.20	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.7	$3.0M	-10%	65k	46.47	View chart
Amazon (AMZN)	0.7	$3.0M	+2%	12k	249.15	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.7	$2.9M	-18%	33k	90.11	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.7	$2.8M	-3%	135k	20.86	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$2.8M	+11%	53k	52.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.7	$2.7M	-4%	55k	49.46	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.7	$2.7M	-18%	13k	216.09	View chart
Capital Group New Geography SHS (CGNG)	0.7	$2.6M	+12%	73k	36.45	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.6	$2.5M	+8%	3.9k	656.76	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.6	$2.5M	+11%	57k	43.29	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$2.4M	+4%	44k	54.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$2.3M	+21%	56k	41.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.3M		4.6k	497.97	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$2.3M	+14%	68k	33.69	View chart
Dell Technologies CL C (DELL)	0.6	$2.2M		4.2k	537.98	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.5	$2.2M	+67%	22k	100.68	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.5	$2.1M	+18%	8.9k	231.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.9M	-2%	2.5k	762.76	View chart
Wal-Mart Stores (WMT)	0.4	$1.8M	+181%	17k	103.92	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.7M	+86%	21k	82.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.7M		2.3k	739.67	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$1.7M	+7%	40k	42.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.7M		15k	112.09	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$1.6M	+10%	34k	48.46	View chart
Meta Platforms Cl A (META)	0.4	$1.6M	+9%	2.2k	725.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.6M	+2%	56k	29.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.6M	-5%	27k	59.31	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.4	$1.5M		26k	57.31	View chart
DTE Energy Company (DTE)	0.4	$1.5M		12k	121.80	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.5M		21k	70.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.5M	+3%	4.3k	344.06	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.4	$1.5M	+16%	21k	70.18	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.4	$1.4M	-2%	14k	103.78	View chart
International Business Machines (IBM)	0.4	$1.4M	+3%	6.5k	219.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.4M	-12%	28k	50.37	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.3	$1.4M	+9%	34k	41.14	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$1.4M		11k	128.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.3M	+90%	28k	47.36	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$1.3M		2.3k	568.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.2M		45k	27.47	View chart
Johnson & Johnson (JNJ)	0.3	$1.2M	+20%	4.6k	264.74	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.3	$1.2M		37k	32.28	View chart
Ge Aerospace Com New (GE)	0.3	$1.2M	+5%	3.8k	312.26	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.2M	+16%	43k	27.05	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.2M		22k	52.36	View chart
Sprott Fds Tr Active Metals (METL)	0.3	$1.1M		44k	25.47	View chart
Lowe's Companies (LOW)	0.3	$1.1M	+4%	5.9k	184.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.1M	+2%	13k	81.20	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$1.1M	NEW	6.6k	162.76	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$1.1M	+17%	34k	31.40	View chart
Cisco Systems (CSCO)	0.3	$1.0M	+6%	9.6k	107.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M		3.0k	340.77	View chart
Home Depot (HD)	0.3	$1.0M	-17%	3.6k	284.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$1.0M		16k	65.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$1.0M	+2%	18k	55.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.0M	+16%	7.4k	136.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$1.0M	+11%	26k	39.31	View chart
Visa Com Cl A (V)	0.2	$1.0M	+3%	2.8k	359.38	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$981k		41k	24.16	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.2	$973k	+8%	50k	19.41	View chart
Merck & Co (MRK)	0.2	$970k	+4%	6.7k	145.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$967k	+3%	21k	46.87	View chart
Fortinet (FTNT)	0.2	$950k		5.3k	178.76	View chart
Raytheon Technologies Corp (RTX)	0.2	$945k	+8%	5.1k	185.66	View chart
Palantir Technologies Cl A (PLTR)	0.2	$939k	+7%	5.0k	187.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$921k		12k	76.40	View chart
Southern Company (SO)	0.2	$887k	+2%	11k	82.89	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$885k	+35%	11k	78.42	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$882k		19k	45.93	View chart
CSX Corporation (CSX)	0.2	$871k		19k	46.51	View chart
Advanced Micro Devices (AMD)	0.2	$862k	+22%	1.4k	611.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$848k		2.0k	416.13	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.2	$843k		33k	25.71	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$831k	-6%	30k	27.88	View chart
Tesla Motors (TSLA)	0.2	$823k	-4%	2.3k	354.73	View chart
Intel Corporation (INTC)	0.2	$817k	+5%	6.8k	120.22	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$799k	+56%	5.3k	150.86	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$794k	+7%	20k	39.56	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$793k	-4%	35k	23.00	View chart
Nextera Energy (NEE)	0.2	$785k		10k	75.74	View chart
Eli Lilly & Co. (LLY)	0.2	$772k	+7%	668.00	1156.21	View chart
United Rentals (URI)	0.2	$754k	+6%	754.00	1000.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$735k		7.1k	103.88	View chart
Micron Technology (MU)	0.2	$731k	+43%	687.00	1064.44	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$729k	+2%	11k	65.16	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$713k		13k	54.10	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$703k	+5%	388.00	1811.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$703k	+29%	6.0k	117.77	View chart
Altria (MO)	0.2	$700k	-5%	10k	67.34	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$692k	-11%	15k	47.34	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$689k		6.1k	112.93	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$688k	-3%	17k	41.27	View chart
Dimensional Etf Trust Us Small Cap Etf	0.2	$681k	+66%	8.8k	77.42	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$676k		14k	50.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$676k	-3%	21k	32.63	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$672k	+21%	8.6k	78.29	View chart
Dt Midstream Common Stock (DTM)	0.2	$669k		5.6k	119.48	View chart
Fs Kkr Capital Corp (FSK)	0.2	$664k	-4%	60k	10.99	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$652k	+6%	5.1k	128.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$643k	-26%	17k	37.61	View chart
Walt Disney Company (DIS)	0.2	$638k	+3%	6.1k	104.90	View chart
Bank of America Corporation (BAC)	0.2	$631k	+122%	12k	54.43	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$622k		1.9k	329.80	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$621k	-13%	13k	46.91	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.2	$616k		3.8k	164.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$608k	+15%	8.5k	71.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$581k	-8%	7.4k	78.10	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$568k	-5%	7.7k	73.80	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$565k	-14%	33k	17.20	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$560k	-3%	3.7k	151.63	View chart
Bristol Myers Squibb (BMY)	0.1	$558k	+2%	8.9k	62.40	View chart
Goldman Sachs Etf Tr Enhanced Us Eqty (GUSE)	0.1	$556k		12k	45.69	View chart
Abbvie (ABBV)	0.1	$555k	+7%	2.1k	261.62	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$545k	+6%	23k	23.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$539k		2.0k	264.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$527k	+24%	687.00	766.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$525k		1.7k	317.34	View chart
Costco Wholesale Corporation (COST)	0.1	$525k	+3%	577.00	909.72	View chart
Trust For Professional Man Perfo Tr Bd Etf (STBF)	0.1	$520k		21k	24.87	View chart
Procter & Gamble Company (PG)	0.1	$513k		3.5k	145.27	View chart
American Express Company (AXP)	0.1	$505k		1.7k	304.09	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$500k	-7%	6.8k	73.39	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$496k	+56%	5.4k	91.64	View chart
Howmet Aerospace (HWM)	0.1	$493k		2.2k	226.16	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$488k	+20%	11k	46.03	View chart
Kinder Morgan (KMI)	0.1	$487k	+2%	16k	30.15	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$484k	-7%	28k	17.60	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$480k		4.7k	101.10	View chart
Lockheed Martin Corporation (LMT)	0.1	$478k	+2%	938.00	509.51	View chart
Union Pacific Corporation (UNP)	0.1	$472k	+4%	1.7k	272.07	View chart
Elevation Series Trust Trueshs Tech Ai (LRNZ)	0.1	$470k	-4%	6.8k	69.22	View chart
Eaton Corp SHS (ETN)	0.1	$462k	NEW	1.1k	429.71	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.1	$458k	+14%	11k	43.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$445k		3.5k	125.67	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$443k	-2%	8.7k	51.23	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$440k		8.0k	54.95	View chart
Coca-Cola Company (KO)	0.1	$439k		5.1k	86.08	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$437k	+287%	1.7k	264.75	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.1	$435k		4.3k	101.69	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$434k		4.8k	91.11	View chart
At&t (T)	0.1	$432k	+2%	18k	24.40	View chart
Pfizer (PFE)	0.1	$429k		15k	28.52	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$423k		6.9k	61.13	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$417k		7.4k	56.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$416k		5.3k	78.31	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$416k		18k	22.59	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$415k	-2%	2.5k	168.45	View chart
CMS Energy Corporation (CMS)	0.1	$414k	+3%	6.6k	63.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$409k	+4%	5.6k	72.86	View chart
Flexshares Tr Nrtrn Tr Hgh Yld (HYGV)	0.1	$407k		11k	38.85	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$401k	+10%	879.00	456.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$399k	+11%	2.5k	157.87	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$398k		8.4k	47.43	View chart
Tidal Trust Ii Yieldmax Jp Opt (JPO)	0.1	$398k	NEW	30k	13.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$393k		2.5k	155.19	View chart
Marathon Petroleum Corp (MPC)	0.1	$393k		994.00	395.28	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.1	$392k	-4%	21k	19.09	View chart
Chevron Corporation (CVX)	0.1	$389k	-15%	1.9k	204.20	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$378k		3.7k	103.10	View chart
Ford Motor Company (F)	0.1	$377k		31k	12.06	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$374k	-20%	7.2k	51.90	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$373k		6.8k	55.31	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$372k		7.0k	52.86	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$370k	-5%	5.9k	63.04	View chart
Enbridge (ENB)	0.1	$369k	-8%	7.9k	46.49	View chart
Super Micro Computer Com New (SMCI)	0.1	$365k		8.9k	41.07	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$362k		3.6k	101.19	View chart
Gilead Sciences (GILD)	0.1	$357k	-9%	2.4k	149.06	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$346k	-2%	4.7k	74.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$346k	-35%	3.7k	94.54	View chart
Vanguard World Utilities Etf (VPU)	0.1	$342k		2.0k	171.02	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$337k	+2%	7.6k	44.41	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$333k		5.3k	62.73	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$329k	-4%	8.0k	41.25	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$325k	-7%	3.7k	88.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$323k	NEW	3.3k	96.89	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$319k	-29%	3.6k	89.30	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$314k	+7%	3.9k	81.17	View chart
Philip Morris International (PM)	0.1	$312k	+18%	1.6k	190.83	View chart
Deere & Company (DE)	0.1	$310k	+4%	462.00	671.42	View chart
Ge Vernova (GEV)	0.1	$307k	+60%	323.00	950.58	View chart
Proshares Tr S&p Smallcap 600 (SMDV)	0.1	$306k		4.3k	71.73	View chart
Global Net Lease Com New (GNL)	0.1	$305k	+6%	37k	8.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$304k		3.2k	94.42	View chart
First Majestic Silver Corp (AG)	0.1	$302k	+14%	17k	17.69	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.1	$302k		7.7k	39.44	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$302k		4.4k	68.50	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$300k	-3%	14k	21.79	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$298k		5.6k	53.40	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$297k		3.9k	75.79	View chart
Pembina Pipeline Corp (PBA)	0.1	$296k	-2%	6.6k	44.58	View chart
Touchstone Etf Trust Strat Incom Etf (SIO)	0.1	$296k		12k	24.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$295k	+21%	1.3k	228.28	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$295k		2.4k	121.24	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$293k	+6%	3.4k	86.47	View chart
Johnson Controls Internation SHS (JCI)	0.1	$289k	+6%	1.9k	148.65	View chart
Schwab Strategic Tr Core Bond Etf (SCCR)	0.1	$287k		12k	24.32	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.1	$282k		4.0k	69.84	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.1	$281k	-5%	6.3k	44.37	View chart
Qualcomm (QCOM)	0.1	$279k	-6%	1.5k	184.05	View chart
General Dynamics Corporation (GD)	0.1	$278k		839.00	331.86	View chart
Clean Harbors (CLH)	0.1	$278k	+9%	896.00	310.23	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$276k	-2%	5.5k	50.49	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$275k		5.6k	49.15	View chart
Arista Networks Com Shs (ANET)	0.1	$274k		1.3k	203.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$273k	+3%	4.5k	61.26	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$271k	+8%	5.0k	53.75	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$270k	-25%	3.6k	75.62	View chart
Pinnacle Finl Partners (PNFP)	0.1	$267k	NEW	2.8k	93.61	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$267k		8.0k	33.31	View chart
First Industrial Realty Trust (FR)	0.1	$266k		4.5k	59.54	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$265k		6.1k	43.48	View chart
Boeing Company (BA)	0.1	$264k	+2%	1.4k	186.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$263k	+6%	1.8k	142.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$260k	-20%	937.00	277.86	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$252k	+8%	716.00	351.85	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$249k	-6%	2.4k	102.18	View chart
Listed Fds Tr Spear Alpha Etf (SPRX)	0.1	$249k	-4%	5.2k	48.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$247k	NEW	812.00	304.64	View chart
Healthequity (HQY)	0.1	$247k	+10%	2.8k	88.46	View chart
Verizon Communications (VZ)	0.1	$246k	+3%	5.4k	45.87	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$245k	-69%	2.8k	86.99	View chart
Trane Technologies SHS (TT)	0.1	$242k	+2%	536.00	451.98	View chart
Stryker Corporation (SYK)	0.1	$241k	-9%	877.00	275.28	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$241k	-3%	9.4k	25.59	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.1	$239k		5.2k	45.69	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$238k		9.4k	25.39	View chart
CRH Ord (CRH)	0.1	$238k	+8%	2.9k	82.80	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$237k	-4%	9.7k	24.36	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$236k	-2%	14k	17.52	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$234k	-2%	3.0k	79.14	View chart
Kirby Corporation (KEX)	0.1	$234k	NEW	1.8k	131.25	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$233k		5.2k	44.75	View chart
Hershey Company (HSY)	0.1	$232k		1.5k	157.62	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$232k	NEW	6.3k	36.95	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.1	$230k		20k	11.29	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$230k		10k	22.10	View chart
Tempur-Pedic International (SGI)	0.1	$230k	+24%	3.7k	62.11	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$229k		790.00	289.66	View chart
Starwood Property Trust (STWD)	0.1	$227k	-4%	17k	13.50	View chart
Vivmark Residential Sh Ben Int (VMRK)	0.1	$227k		3.7k	60.76	View chart
Ss&c Technologies Holding (SSNC)	0.1	$226k	NEW	2.9k	77.07	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$224k	NEW	4.7k	47.86	View chart
Ciena Corp Com New (CIEN)	0.1	$223k	+50%	634.00	351.82	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$221k		2.6k	84.83	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$220k	-29%	4.5k	49.47	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$220k		6.2k	35.72	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$219k	NEW	11k	19.37	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$218k	+4%	4.5k	48.70	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$217k	-23%	4.2k	51.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$216k	NEW	5.8k	37.01	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.1	$216k		11k	19.59	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$214k	NEW	2.1k	101.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$211k		2.5k	82.97	View chart
Texas Pacific Land Corp (TPL)	0.1	$211k		648.00	325.68	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$210k		4.1k	51.87	View chart
Western Digital (WDC)	0.1	$209k	+3%	459.00	454.65	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.1	$208k		9.8k	21.14	View chart
Oracle Corporation (ORCL)	0.1	$205k	+3%	1.5k	137.26	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$205k		2.3k	90.27	View chart
General Motors Company (GM)	0.0	$201k	-4%	2.6k	76.99	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$177k		20k	9.07	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$175k	NEW	12k	14.92	View chart
Tonix Pharmaceuticals Hldg C Com New (TNXP)	0.0	$127k	NEW	13k	9.74	View chart
Nordic American Tanker Shippin (NAT)	0.0	$79k		10k	7.90	View chart
Oxford Square Ca (OXSQ)	0.0	$16k		13k	1.28	View chart
Datavault Ai Com Shs (DVLT)	0.0	$7.9k	+127%	51k	0.16	View chart
Vivos Therapeutics Com New (VVOS)	0.0	$2.2k		15k	0.15	View chart

Past Filings by Acorn Wealth Advisors

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

Acorn Wealth Advisors 2026 Q3 filed Oct. 19, 2026
Acorn Wealth Advisors 2026 Q2 filed July 30, 2026
Acorn Wealth Advisors 2026 Q1 filed April 30, 2026
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

View all past filings

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