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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 DFAC, BND, SCHD, MOAT, SCHG, and represent 20.78% of Acorn Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DUHP, CGIC, DFSV, MDY, METL, JCPB, VIG, EVTR, MBSF.
Started 11 new stock positions in MPC, XLB, JEPQ, DVLT, IEMG, MTUM, TPL, IQLT, UTES, SGOV. XAR.
Reduced shares in these 10 stocks: NVDA, SMOT, AAPL, NOBL, SPY, BUFR, , CIEN, IUSB, JPST.
Sold out of its positions in OGIG, ABT, HACK, CHD, EQR, CATH, IUSB, MEOH, NOBL, QCOM. NOW, SHOP, SMOT, VV, ZNTL.
Acorn Wealth Advisors was a net buyer of stock by $12M.
Acorn Wealth Advisors has $343M in assets under management (AUM), dropping by 2.18%.
Central Index Key (CIK): 0001730610

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Portfolio Holdings for Acorn Wealth Advisors

Acorn Wealth Advisors holds 264 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.3	$22M	+24%	558k	38.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.9	$20M	+2%	274k	73.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.7	$13M		409k	30.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.5	$8.6M		89k	96.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.4	$8.2M	+7%	282k	29.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$6.8M	+12%	32k	215.06	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.8	$6.2M	+16%	177k	35.04	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.8	$6.1M	+2%	145k	42.22	View chart
Microsoft Corporation (MSFT)	1.8	$6.1M	+2%	17k	370.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.7	$5.8M	-2%	44k	132.90	View chart
Apple (AAPL)	1.6	$5.6M	-9%	22k	253.79	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.6	$5.4M	+24%	146k	36.76	View chart
Capital Group International SHS (CGIC)	1.5	$5.2M	+19%	156k	33.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$5.1M		16k	320.80	View chart
NVIDIA Corporation (NVDA)	1.4	$4.8M	-16%	27k	174.40	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.2	$4.2M	+20%	83k	50.75	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$4.2M	+14%	9.7k	430.31	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$4.1M	+23%	87k	47.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$4.0M	+12%	15k	261.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$3.9M	+2%	127k	30.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$3.9M	-6%	20k	191.92	View chart
JPMorgan Chase & Co. (JPM)	1.1	$3.7M		13k	294.16	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.1	$3.6M	+19%	174k	20.96	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$3.6M	-2%	39k	92.74	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.1	$3.6M	-6%	73k	49.50	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$3.2M	+3%	67k	47.88	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.9	$3.2M	-6%	58k	53.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.9	$3.0M	-12%	90k	33.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$3.0M	+9%	16k	191.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$3.0M	+3%	47k	64.08	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$3.0M		42k	70.91	View chart
Caterpillar (CAT)	0.9	$3.0M		4.2k	708.39	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.8	$2.9M	+29%	112k	25.51	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.8	$2.6M	+24%	106k	24.77	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.8	$2.6M	+27%	64k	40.57	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$2.6M	+19%	38k	68.14	View chart
Broadcom (AVGO)	0.7	$2.5M		8.1k	309.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.4M	-3%	5.1k	479.21	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.4M		12k	196.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.2M	-11%	43k	50.61	View chart
Amazon (AMZN)	0.6	$2.0M	+3%	9.5k	208.27	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.6	$2.0M	+75%	3.2k	616.80	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.9M	-3%	34k	56.68	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.6	$1.9M		27k	71.61	View chart
Capital Group New Geography SHS (CGNG)	0.5	$1.9M	+16%	60k	31.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.9M	+19%	3.1k	597.60	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$1.8M	+19%	46k	39.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.8M	-20%	2.7k	650.26	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$1.7M	+19%	54k	32.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$1.7M	-9%	15k	114.99	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$1.7M	+7%	22k	76.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.7M		3.9k	436.80	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.6M	-13%	22k	73.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.5M	-9%	18k	82.57	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.4	$1.4M	-5%	14k	103.13	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$1.4M	+14%	29k	49.81	View chart
Home Depot (HD)	0.4	$1.4M		4.2k	328.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.4M	+23%	35k	38.96	View chart
Lowe's Companies (LOW)	0.4	$1.3M		5.7k	236.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.3M	-11%	2.3k	577.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.3M		25k	54.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.3M		50k	25.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$1.2M	+3%	11k	114.91	View chart
CSX Corporation (CSX)	0.4	$1.2M		30k	41.05	View chart
Meta Platforms Cl A (META)	0.3	$1.2M	-3%	2.1k	572.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		4.1k	287.55	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.2M		6.8k	169.65	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$1.1M	+24%	32k	35.78	View chart
Sprott Fds Tr Active Metals (METL)	0.3	$1.1M	+292%	42k	26.89	View chart
International Business Machines (IBM)	0.3	$1.1M		4.5k	242.37	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$1.1M	+2%	11k	92.69	View chart
DTE Energy Company (DTE)	0.3	$1.0M	+32%	7.2k	146.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.0M		23k	45.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.0M		41k	24.75	View chart
Southern Company (SO)	0.3	$1.0M		10k	96.52	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.3	$1000k	+18%	30k	33.79	View chart
Ge Aerospace Com New (GE)	0.3	$972k	+2%	3.4k	283.79	View chart
Nextera Energy (NEE)	0.3	$968k		10k	92.88	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$931k	+4%	18k	52.78	View chart
Tesla Motors (TSLA)	0.3	$926k		2.5k	371.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$912k	+3%	12k	78.41	View chart
Raytheon Technologies Corp (RTX)	0.3	$909k		4.7k	192.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$909k		19k	48.05	View chart
Johnson & Johnson (JNJ)	0.3	$888k	+5%	3.6k	244.47	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$886k	+26%	33k	26.58	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.3	$861k		33k	26.28	View chart
Visa Com Cl A (V)	0.2	$855k	-3%	2.8k	302.26	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$849k		19k	43.74	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$843k	-3%	37k	23.00	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$839k	+16%	27k	31.66	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$821k	+2%	18k	44.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$815k	+5%	2.8k	286.81	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$813k		19k	43.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$808k	+3%	6.5k	124.31	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.2	$787k	+19%	40k	19.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$785k		7.9k	99.27	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.2	$780k	-3%	43k	18.08	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$777k	-23%	13k	61.32	View chart
Wal-Mart Stores (WMT)	0.2	$760k	+2%	6.1k	124.28	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$749k	+2%	2.3k	328.66	View chart
Spdr Series Trust State Street Spd (LQIG)	0.2	$743k	-18%	7.8k	94.74	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$738k		16k	47.03	View chart
Merck & Co (MRK)	0.2	$732k		6.1k	120.28	View chart
Dell Technologies CL C (DELL)	0.2	$730k	+4%	4.4k	164.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$727k		2.0k	356.56	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$725k	+26%	14k	50.81	View chart
Walt Disney Company (DIS)	0.2	$711k		7.4k	96.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$704k		16k	45.26	View chart
United Parcel Svcs CL B (UPS)	0.2	$697k		7.1k	98.38	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$689k	+37%	2.4k	287.22	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$687k	+71%	21k	33.54	View chart
Cisco Systems (CSCO)	0.2	$684k	+3%	8.8k	77.59	View chart
Palantir Technologies Cl A (PLTR)	0.2	$683k	+2%	4.7k	146.27	View chart
Goldman Sachs Etf Tr Enhanced Us Eqty (GUSE)	0.2	$676k	-27%	17k	39.07	View chart
Altria (MO)	0.2	$674k		10k	65.99	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$652k	-29%	6.8k	95.43	View chart
Fs Kkr Capital Corp (FSK)	0.2	$645k	-2%	63k	10.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$624k	-18%	9.2k	67.53	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$606k	+16%	17k	35.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$596k		12k	49.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$574k	+37%	5.9k	97.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$564k	+44%	6.4k	88.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$562k	-17%	11k	52.56	View chart
Costco Wholesale Corporation (COST)	0.2	$562k		564.00	995.74	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$556k	+9%	12k	45.65	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$550k		30k	18.40	View chart
Lockheed Martin Corporation (LMT)	0.2	$550k		910.00	604.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$539k	+34%	14k	38.42	View chart
Eli Lilly & Co. (LLY)	0.2	$535k		581.00	919.94	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$534k	-2%	22k	24.80	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$532k		4.8k	111.17	View chart
Kinder Morgan (KMI)	0.2	$531k	-3%	16k	33.53	View chart
Bristol Myers Squibb (BMY)	0.2	$530k		8.7k	60.65	View chart
Trust For Professional Man Performance Tr S (STBF)	0.2	$527k	+49%	21k	25.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$524k	-6%	18k	29.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$519k	+30%	15k	33.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$518k		4.7k	110.47	View chart
At&t (T)	0.1	$513k	-4%	18k	28.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$507k		4.8k	106.15	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$505k		5.0k	101.79	View chart
CMS Energy Corporation (CMS)	0.1	$499k	-12%	6.4k	77.58	View chart
American Express Company (AXP)	0.1	$498k		1.6k	302.54	View chart
Procter & Gamble Company (PG)	0.1	$498k	-14%	3.4k	144.45	View chart
Howmet Aerospace (HWM)	0.1	$497k		2.2k	230.47	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$485k	-7%	367.00	1320.83	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$480k	+25%	10k	46.67	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$478k	-18%	3.3k	146.62	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.1	$475k	-12%	25k	19.41	View chart
Enbridge (ENB)	0.1	$470k	-3%	8.7k	54.14	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$460k		4.3k	107.29	View chart
Abbvie (ABBV)	0.1	$440k		2.0k	217.44	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$434k		4.0k	109.37	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$432k	+3%	4.7k	91.37	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$429k	+8%	18k	23.32	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$427k	+41%	8.9k	47.93	View chart
United Rentals (URI)	0.1	$420k		577.00	728.67	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$420k		11k	40.06	View chart
Chevron Corporation (CVX)	0.1	$419k		2.0k	206.85	View chart
Fortinet (FTNT)	0.1	$416k		5.1k	81.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$406k	NEW	1.7k	239.99	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$404k		8.2k	49.40	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$402k		5.2k	77.18	View chart
Union Pacific Corporation (UNP)	0.1	$401k		1.7k	242.55	View chart
Dt Midstream Common Stock (DTM)	0.1	$397k	+41%	2.9k	134.65	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$394k		7.0k	56.58	View chart
Touchstone Etf Trust Strategic Income (SIO)	0.1	$392k	-35%	15k	25.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$389k	-20%	596.00	653.29	View chart
Vanguard World Utilities Etf (VPU)	0.1	$386k		1.9k	198.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$385k	-6%	2.1k	181.46	View chart
Ford Motor Company (F)	0.1	$382k		33k	11.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$376k	+3%	5.3k	71.14	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$374k		5.5k	68.28	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$371k		4.8k	77.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$364k		8.6k	42.31	View chart
Coca-Cola Company (KO)	0.1	$362k	-3%	4.8k	76.05	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$360k		4.2k	85.15	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.1	$346k		11k	31.43	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$343k		7.3k	46.95	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$342k	-2%	3.7k	91.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$340k	+59%	2.3k	148.10	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$338k		4.9k	68.78	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$332k		4.9k	68.47	View chart
Pfizer (PFE)	0.1	$329k	-5%	12k	28.08	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$328k	+5%	5.5k	59.22	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$321k		6.5k	49.69	View chart
Stryker Corporation (SYK)	0.1	$320k		975.00	328.62	View chart
Gilead Sciences (GILD)	0.1	$320k		2.3k	139.35	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$318k		7.7k	41.51	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$314k		2.3k	138.31	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$313k		14k	21.83	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$312k		12k	25.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$308k		442.00	697.55	View chart
Pembina Pipeline Corp (PBA)	0.1	$308k	-4%	6.9k	44.76	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$306k		6.7k	45.83	View chart
Texas Pacific Land Corp (TPL)	0.1	$305k	NEW	643.00	474.29	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$302k	+4%	16k	18.94	View chart
Starwood Property Trust (STWD)	0.1	$301k		18k	17.22	View chart
Clean Harbors (CLH)	0.1	$299k	+3%	1.0k	286.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$299k	-2%	1.2k	247.92	View chart
Listed Fds Tr Spear Alpha Etf (SPRX)	0.1	$297k	-24%	8.3k	35.60	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$294k		4.3k	68.79	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$294k		6.0k	49.37	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$294k	+7%	6.1k	48.32	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$293k	-5%	4.7k	62.68	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.1	$293k		5.6k	52.45	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$292k	NEW	6.3k	46.23	View chart
Ciena Corp Com New (CIEN)	0.1	$290k	-52%	748.00	388.23	View chart
General Dynamics Corporation (GD)	0.1	$288k		838.00	343.25	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$283k		5.7k	49.38	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$283k		3.2k	88.47	View chart
Intel Corporation (INTC)	0.1	$282k		6.4k	44.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$280k	-8%	829.00	337.95	View chart
Global Net Lease Com New (GNL)	0.1	$279k	+2%	30k	9.36	View chart
Boeing Company (BA)	0.1	$276k		1.4k	199.03	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$275k	NEW	3.9k	69.74	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$275k	-38%	3.2k	86.42	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$270k		2.7k	100.17	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$268k		8.8k	30.50	View chart
CRH Ord (CRH)	0.1	$268k	+16%	2.5k	105.12	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$264k	NEW	3.3k	79.90	View chart
Verizon Communications (VZ)	0.1	$263k	-14%	5.2k	50.20	View chart
Elevation Series Trust Trueshs Tech Ai (LRNZ)	0.1	$262k		6.5k	40.02	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$259k	NEW	2.6k	100.66	View chart
First Industrial Realty Trust (FR)	0.1	$259k		4.5k	57.85	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$258k		15k	17.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$258k		3.5k	74.35	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$256k		10k	25.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$254k	-23%	1.2k	211.09	View chart
Bank of America Corporation (BAC)	0.1	$253k	+3%	5.2k	48.75	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$250k	-15%	9.5k	26.20	View chart
Johnson Controls Internation SHS (JCI)	0.1	$249k		1.9k	130.95	View chart
Deere & Company (DE)	0.1	$249k		442.00	562.87	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$248k		14k	17.54	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$246k	-30%	4.8k	50.71	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$243k		11k	23.22	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.1	$242k		20k	11.88	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$241k	NEW	948.00	253.99	View chart
Marathon Petroleum Corp (MPC)	0.1	$239k	NEW	978.00	244.10	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$238k	-7%	2.6k	91.64	View chart
Advanced Micro Devices (AMD)	0.1	$236k	-8%	1.2k	203.43	View chart
Vanguard World Health Car Etf (VHT)	0.1	$233k	-23%	854.00	272.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$232k	NEW	4.2k	55.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$230k	-53%	7.6k	30.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$229k	-27%	2.0k	113.10	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$228k		6.2k	36.84	View chart
Philip Morris International (PM)	0.1	$227k		1.4k	165.35	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.1	$225k		4.0k	55.84	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$223k		2.0k	108.99	View chart
AutoZone (AZO)	0.1	$220k	+6%	65.00	3377.78	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$219k	-29%	4.7k	46.19	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$219k	-21%	2.5k	86.67	View chart
Trane Technologies SHS (TT)	0.1	$218k		522.00	416.74	View chart
Tempur-Pedic International (SGI)	0.1	$213k	-4%	2.9k	73.92	View chart
Super Micro Computer Com New (SMCI)	0.1	$213k	+4%	9.3k	22.77	View chart
Netflix (NFLX)	0.1	$212k	-8%	2.2k	96.15	View chart
Oracle Corporation (ORCL)	0.1	$211k	-3%	1.4k	147.13	View chart
Pepsi (PEP)	0.1	$205k	-6%	1.3k	155.31	View chart
General Motors Company (GM)	0.1	$204k		2.7k	74.50	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$203k	NEW	4.1k	49.97	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$177k	+14%	18k	10.03	View chart
Nordic American Tanker Shippin (NAT)	0.0	$59k		10k	5.86	View chart
Oxford Square Ca (OXSQ)	0.0	$22k	+3%	12k	1.77	View chart
Vivos Therapeutics Com New (VVOS)	0.0	$17k		15k	1.18	View chart
Datavault Ai Com Shs (DVLT)	0.0	$9.4k	NEW	15k	0.62	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 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
Acorn Wealth Advisors 2022 Q3 filed Nov. 9, 2022
Acorn Wealth Advisors 2022 Q2 filed Aug. 8, 2022

View all past filings

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