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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, SCHG, XLK, and represent 19.42% of Acorn Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG, DFAC, ACYN, PAVE, XAR, SCHG, UTES, DUHP, JCPB, SGOV.
Started 48 new stock positions in QCOM, WTAI, QTEC, VEU, BAB, KNX, HQY, EZM, EQR, VRT.
Reduced shares in these 10 stocks: MOAT (-$5.1M), JEPI, PULS, Spdr Ser Tr, JPST, CSX, BND, SHY, JQUA, FSIG.
Sold out of its positions in FSIG, FPE, AAAU, RSPH, TLT, NFLX, PEP, Spdr Ser Tr, VHT.
Acorn Wealth Advisors was a net buyer of stock by $39M.
Acorn Wealth Advisors has $410M in assets under management (AUM), dropping by 19.62%.
Central Index Key (CIK): 0001730610

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Portfolio Holdings for Acorn Wealth Advisors

Acorn Wealth Advisors holds 303 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
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	6.7	$28M	+11%	624k	44.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.8	$20M	-2%	268k	73.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.2	$13M		411k	31.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.7	$11M	+16%	327k	33.84	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.0	$8.3M		44k	190.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.9	$7.8M	+14%	202k	38.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$7.6M	+2%	32k	236.62	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	1.8	$7.3M	+19%	175k	41.73	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.6	$6.7M	+8%	158k	42.21	View chart
Capital Group International SHS (CGIC)	1.5	$6.3M	+11%	174k	36.39	View chart
Apple (AAPL)	1.5	$6.3M		22k	289.36	View chart
Microsoft Corporation (MSFT)	1.5	$6.2M		17k	373.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$5.9M		16k	370.05	View chart
NVIDIA Corporation (NVDA)	1.3	$5.5M		27k	200.09	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.3	$5.2M	+28%	111k	46.94	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	1.2	$5.0M	+17%	98k	50.71	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$4.8M		130k	36.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$4.6M		15k	303.13	View chart
Caterpillar (CAT)	1.1	$4.6M	+2%	4.3k	1064.78	View chart
First Tr Exchange-traded Core Investment (FTCB)	1.1	$4.4M	+19%	209k	20.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$4.3M		20k	212.77	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$4.2M	+17%	11k	368.39	View chart
JPMorgan Chase & Co. (JPM)	1.0	$4.2M		13k	327.33	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.0	$4.2M	-55%	40k	103.96	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	1.0	$4.1M	+28%	75k	54.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$4.0M	+18%	56k	71.25	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.9	$3.9M	+10%	47k	81.94	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.9	$3.6M	-4%	38k	96.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$3.5M	+925%	40k	86.14	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.8	$3.4M	+7%	72k	47.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$3.4M	-3%	15k	219.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$3.3M	+25%	15k	217.93	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.8	$3.3M		91k	36.53	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.8	$3.2M	+12%	126k	25.68	View chart
Broadcom (AVGO)	0.7	$3.0M		8.0k	377.73	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.7	$3.0M	+14%	74k	40.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.9M	+35%	4.3k	686.86	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.7	$2.9M	+10%	117k	24.88	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.7	$2.9M	NEW	140k	20.79	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.7	$2.9M	-20%	58k	49.55	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$2.8M	+230%	47k	58.92	View chart
Amazon (AMZN)	0.7	$2.8M	+22%	12k	238.34	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.6	$2.5M	+12%	3.6k	703.33	View chart
Capital Group New Geography SHS (CGNG)	0.6	$2.4M	+8%	65k	37.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.3M	-8%	4.6k	500.42	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$2.3M	+15%	26k	87.88	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$2.2M	+10%	42k	53.47	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.5	$2.1M	+694%	7.5k	283.78	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.5	$2.0M	+10%	51k	40.13	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$2.0M	+9%	59k	34.12	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.9M	-4%	2.6k	746.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$1.9M	+31%	46k	41.25	View chart
DTE Energy Company (DTE)	0.5	$1.9M	+71%	12k	152.37	View chart
Dell Technologies CL C (DELL)	0.4	$1.8M	-6%	4.2k	431.43	View chart
International Business Machines (IBM)	0.4	$1.8M	+41%	6.3k	281.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.8M		15k	117.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.7M		2.3k	736.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.7M	+14%	28k	59.69	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.6M	-24%	32k	50.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.6M		21k	74.90	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$1.6M	+16%	37k	42.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.6M	+8%	54k	28.96	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.4	$1.6M	+2%	14k	109.52	View chart
Home Depot (HD)	0.4	$1.5M	+2%	4.4k	352.66	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$1.5M	+7%	31k	49.78	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$1.5M	+2%	2.3k	640.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.5M	+2%	4.2k	357.38	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.4	$1.5M		26k	56.22	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.4	$1.5M	+446%	18k	81.74	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$1.4M		11k	127.76	View chart
Ge Aerospace Com New (GE)	0.3	$1.3M	+4%	3.6k	373.70	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$1.3M	+413%	13k	100.67	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.3	$1.3M	+4%	31k	42.77	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.3	$1.3M	+85%	38k	33.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.3M	+11%	46k	27.70	View chart
Lowe's Companies (LOW)	0.3	$1.3M		5.7k	220.48	View chart
Sprott Fds Tr Active Metals (METL)	0.3	$1.2M	+7%	45k	25.72	View chart
Meta Platforms Cl A (META)	0.3	$1.2M		2.1k	563.24	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.2M		22k	51.69	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.1M	-25%	13k	82.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.1M	+10%	37k	28.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	+5%	3.0k	353.27	View chart
Cisco Systems (CSCO)	0.3	$1.1M		9.0k	117.47	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.3	$1.0M	NEW	40k	25.82	View chart
Tesla Motors (TSLA)	0.2	$1.0M	-2%	2.4k	420.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.0M		16k	64.50	View chart
Southern Company (SO)	0.2	$1.0M		11k	95.71	View chart
Johnson & Johnson (JNJ)	0.2	$973k	+5%	3.8k	253.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$970k	+5%	20k	48.43	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$954k		18k	54.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$949k		6.4k	148.32	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$935k	+160%	32k	29.40	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.2	$932k	+16%	46k	20.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$930k	+2%	12k	77.91	View chart
Visa Com Cl A (V)	0.2	$930k	-4%	2.7k	343.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$927k	+50%	23k	40.21	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$917k	+9%	29k	31.73	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$915k		19k	47.52	View chart
Nextera Energy (NEE)	0.2	$911k		10k	87.77	View chart
Intel Corporation (INTC)	0.2	$903k		6.5k	139.62	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$902k		11k	79.42	View chart
Exxon Mobil Corporation (XOM)	0.2	$895k	-4%	6.5k	136.72	View chart
CSX Corporation (CSX)	0.2	$888k	-36%	19k	47.53	View chart
Raytheon Technologies Corp (RTX)	0.2	$887k		4.7k	189.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$866k	+36%	23k	37.26	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.2	$865k		33k	26.39	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$861k	NEW	9.3k	92.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$835k		2.0k	409.50	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.2	$829k		36k	22.92	View chart
Dt Midstream Common Stock (DTM)	0.2	$820k	+89%	5.6k	146.73	View chart
Merck & Co (MRK)	0.2	$818k	+4%	6.4k	128.50	View chart
Fortinet (FTNT)	0.2	$816k	+4%	5.3k	153.62	View chart
United Rentals (URI)	0.2	$800k	+22%	706.00	1133.55	View chart
Altria (MO)	0.2	$789k	+7%	11k	71.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$773k	+18%	21k	36.13	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$751k	-7%	17k	43.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$746k	+23%	15k	50.58	View chart
Eli Lilly & Co. (LLY)	0.2	$744k	+6%	620.00	1199.97	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$740k	NEW	13k	56.16	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$739k	+22%	6.1k	121.73	View chart
United Parcel Svcs CL B (UPS)	0.2	$737k	-3%	6.9k	107.50	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$733k	-3%	15k	48.18	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$732k		368.00	1989.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$727k	+18%	7.0k	103.88	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$714k	+5%	11k	65.61	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$711k		19k	38.23	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.2	$697k	-11%	38k	18.17	View chart
Wal-Mart Stores (WMT)	0.2	$694k		6.1k	113.25	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$684k	+11%	14k	50.39	View chart
Advanced Micro Devices (AMD)	0.2	$670k		1.2k	580.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$669k	+246%	8.3k	80.57	View chart
Fs Kkr Capital Corp (FSK)	0.2	$666k		63k	10.50	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$633k	NEW	1.9k	334.76	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.2	$632k	-10%	3.8k	165.38	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$613k		4.8k	128.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$613k	+26%	8.1k	75.51	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$587k	-35%	8.1k	72.28	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$579k	NEW	3.4k	170.86	View chart
Howmet Aerospace (HWM)	0.1	$577k		2.1k	268.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$573k		4.6k	124.76	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$573k	+28%	7.1k	81.06	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$567k	-2%	1.7k	342.83	View chart
Walt Disney Company (DIS)	0.1	$564k	-20%	5.9k	96.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$563k	-20%	7.3k	77.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$562k	-28%	5.7k	98.98	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$557k		30k	18.69	View chart
American Express Company (AXP)	0.1	$557k		1.6k	338.29	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$556k	NEW	7.3k	75.88	View chart
Micron Technology (MU)	0.1	$554k	NEW	480.00	1154.96	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$552k		22k	25.44	View chart
Goldman Sachs Etf Tr Enhanced Us Eqty (GUSE)	0.1	$551k	-29%	12k	45.13	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$550k	+17%	17k	33.29	View chart
Palantir Technologies Cl A (PLTR)	0.1	$543k		4.7k	116.67	View chart
Trust For Professional Man Perfo Tr Bd Etf (STBF)	0.1	$534k		21k	25.38	View chart
Costco Wholesale Corporation (COST)	0.1	$523k		559.00	935.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$519k	-3%	2.1k	252.29	View chart
Procter & Gamble Company (PG)	0.1	$518k	+2%	3.5k	146.64	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$513k	-3%	3.8k	134.55	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$507k		4.7k	107.63	View chart
Bristol Myers Squibb (BMY)	0.1	$505k		8.8k	57.62	View chart
Kinder Morgan (KMI)	0.1	$502k		16k	31.97	View chart
Abbvie (ABBV)	0.1	$498k	-2%	2.0k	251.61	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.1	$497k	NEW	9.1k	54.67	View chart
CMS Energy Corporation (CMS)	0.1	$483k		6.3k	76.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$482k	-25%	5.1k	94.58	View chart
Enbridge (ENB)	0.1	$469k		8.7k	54.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$467k		916.00	509.56	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$464k	-17%	8.9k	52.41	View chart
Elevation Series Trust Trueshs Tech Ai (LRNZ)	0.1	$456k	+8%	7.1k	64.53	View chart
Union Pacific Corporation (UNP)	0.1	$450k		1.7k	271.93	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$446k		8.2k	54.63	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.1	$445k	NEW	4.3k	104.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$440k	NEW	5.3k	82.65	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$440k	+2%	19k	23.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$434k		5.3k	82.35	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.1	$434k	NEW	9.1k	47.47	View chart
Ford Motor Company (F)	0.1	$428k	-6%	31k	13.90	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$425k		8.8k	48.34	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.1	$425k	-11%	22k	19.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$423k	+700%	3.5k	119.54	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$423k		7.0k	60.79	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$422k		11k	40.26	View chart
Coca-Cola Company (KO)	0.1	$422k	+9%	5.2k	81.27	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$418k		4.8k	87.70	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$418k	+11%	6.2k	67.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$413k	-7%	551.00	749.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$413k	-78%	7.3k	56.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$412k	+2%	5.4k	76.70	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$409k	+16%	7.1k	57.67	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$402k	-22%	2.5k	158.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$397k	+9%	2.5k	158.01	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$396k	NEW	8.4k	47.20	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$393k	-2%	3.6k	107.83	View chart
Vanguard World Utilities Etf (VPU)	0.1	$383k		2.0k	195.70	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$381k	-3%	797.00	477.57	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$376k	-6%	4.0k	94.85	View chart
Chevron Corporation (CVX)	0.1	$375k	+11%	2.3k	165.74	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$371k		4.8k	77.58	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$367k		4.8k	76.11	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$361k	+6%	5.2k	68.93	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$359k	+3%	6.7k	53.79	View chart
Pfizer (PFE)	0.1	$359k	+27%	15k	24.08	View chart
At&t (T)	0.1	$359k	-2%	17k	20.70	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$357k		2.3k	156.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$356k		1.2k	300.57	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$353k	-3%	8.3k	42.41	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$347k		7.4k	46.81	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$333k	-20%	3.7k	89.84	View chart
Gilead Sciences (GILD)	0.1	$332k	+14%	2.6k	126.32	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$332k	NEW	4.4k	75.25	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$328k		4.3k	77.03	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$325k	NEW	426.00	763.14	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.1	$318k		7.7k	41.46	View chart
Global X Fds Rate Preferred (PFFV)	0.1	$316k		14k	22.03	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$316k	+32%	3.4k	91.64	View chart
Pembina Pipeline Corp (PBA)	0.1	$315k		6.8k	46.25	View chart
Listed Fds Tr Spear Alpha Etf (SPRX)	0.1	$314k	-34%	5.4k	57.98	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$314k		6.3k	49.55	View chart
Global Net Lease Com New (GNL)	0.1	$311k	+16%	35k	8.94	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.1	$310k		6.7k	46.10	View chart
Touchstone Etf Trust Strat Incom Etf (SIO)	0.1	$309k	-21%	12k	25.68	View chart
Stryker Corporation (SYK)	0.1	$304k		966.00	314.96	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.1	$302k		4.0k	74.85	View chart
Schwab Strategic Tr Core Bond Etf (SCCR)	0.1	$301k	NEW	12k	25.59	View chart
Boeing Company (BA)	0.1	$301k		1.4k	216.47	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$300k		3.2k	93.37	View chart
Qualcomm (QCOM)	0.1	$300k	NEW	1.6k	184.79	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.1	$299k		5.6k	53.59	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$298k	-8%	3.6k	82.83	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$298k	-6%	5.6k	53.61	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$297k	NEW	3.9k	75.79	View chart
Bank of America Corporation (BAC)	0.1	$296k		5.2k	56.98	View chart
General Dynamics Corporation (GD)	0.1	$296k		835.00	354.27	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$290k		3.2k	91.58	View chart
Starwood Property Trust (STWD)	0.1	$290k		18k	16.38	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$285k	+15%	5.6k	50.78	View chart
CRH Ord (CRH)	0.1	$284k	+4%	2.7k	107.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$284k	+27%	2.6k	109.07	View chart
Western Digital (WDC)	0.1	$283k	NEW	443.00	638.99	View chart
Texas Pacific Land Corp (TPL)	0.1	$281k		642.00	437.41	View chart
Deere & Company (DE)	0.1	$281k		442.00	634.53	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$280k	NEW	790.00	354.57	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.1	$278k		11k	25.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$277k	-9%	8.0k	34.81	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$275k	-2%	5.6k	49.31	View chart
First Industrial Realty Trust (FR)	0.1	$274k		4.5k	61.31	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$271k		2.7k	100.17	View chart
Johnson Controls Internation SHS (JCI)	0.1	$268k	-3%	1.8k	146.11	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$265k	NEW	6.1k	43.48	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$265k	NEW	9.9k	26.84	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$264k	+2%	4.3k	61.46	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$261k	NEW	10k	25.52	View chart
Super Micro Computer Com New (SMCI)	0.1	$259k	-5%	8.8k	29.33	View chart
Trane Technologies SHS (TT)	0.1	$257k		523.00	491.16	View chart
Hershey Company (HSY)	0.1	$256k	NEW	1.5k	175.47	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$254k	NEW	758.00	334.64	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$253k	NEW	3.7k	67.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$253k		9.5k	26.52	View chart
First Majestic Silver Corp (AG)	0.1	$253k	NEW	15k	16.96	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$251k	NEW	2.4k	104.93	View chart
Marathon Petroleum Corp (MPC)	0.1	$251k		982.00	255.58	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.1	$250k		20k	12.27	View chart
Philip Morris International (PM)	0.1	$250k		1.4k	180.92	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.1	$250k	NEW	5.2k	48.13	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$249k	-3%	9.7k	25.61	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$247k	-2%	14k	17.84	View chart
Clean Harbors (CLH)	0.1	$246k	-21%	822.00	298.75	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$245k	NEW	4.6k	52.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$241k		10k	23.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$241k	-11%	1.1k	227.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$240k	-13%	1.7k	137.54	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.1	$236k	NEW	3.0k	77.87	View chart
Ge Vernova (GEV)	0.1	$236k	NEW	201.00	1174.86	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$234k	NEW	1.1k	206.20	View chart
Tempur-Pedic International (SGI)	0.1	$233k	+3%	3.0k	78.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$231k	-12%	3.0k	76.55	View chart
Healthequity (HQY)	0.1	$228k	NEW	2.5k	90.32	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$228k		6.2k	37.02	View chart
Arista Networks Com Shs (ANET)	0.1	$227k	NEW	1.3k	169.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$226k	NEW	657.00	344.06	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$226k	NEW	5.2k	43.30	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$222k	NEW	3.0k	73.34	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.1	$220k	NEW	2.3k	95.04	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.1	$220k	NEW	9.9k	22.31	View chart
Verizon Communications (VZ)	0.1	$219k		5.2k	42.34	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$219k	+5%	4.3k	50.83	View chart
AutoZone (AZO)	0.1	$217k	+4%	68.00	3195.94	View chart
Global X Fds S&p 500 Catholic (CATH)	0.1	$217k	NEW	2.5k	88.50	View chart
Lam Research Corp Com New (LRCX)	0.1	$217k	NEW	501.00	433.30	View chart
Kimberly-Clark Corporation (KMB)	0.1	$216k	NEW	2.0k	109.75	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$215k	NEW	2.6k	83.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$213k	NEW	2.5k	83.75	View chart
Oracle Corporation (ORCL)	0.1	$211k		1.4k	146.52	View chart
General Motors Company (GM)	0.1	$211k		2.7k	77.08	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$208k	+8%	19k	10.90	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$207k	NEW	4.0k	51.85	View chart
Ciena Corp Com New (CIEN)	0.1	$207k	-43%	421.00	490.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$205k	NEW	312.00	655.89	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.0	$205k	NEW	2.3k	89.96	View chart
Nordic American Tanker Shippin (NAT)	0.0	$55k		10k	5.54	View chart
Oxford Square Ca (OXSQ)	0.0	$17k		13k	1.32	View chart
Datavault Ai Com Shs (DVLT)	0.0	$7.8k	+47%	22k	0.35	View chart
Vivos Therapeutics Com New (VVOS)	0.0	$6.7k		15k	0.45	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 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
Acorn Wealth Advisors 2022 Q3 filed Nov. 9, 2022

View all past filings

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