CIK 1018561
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Institutional 13F holdings & portfolio
Holdings
215
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 215
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 102K | $1M+ | SH |
| AGG | ISHARES TR | 473K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 686K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 469K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 138K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 1.2M | $1M+ | SH |
| PYLD | PIMCO ETF TR | 1.1M | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 594K | $1M+ | SH |
| XBIL | RBB FD INC | 556K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 263K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 293K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 52K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 159K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 28K | $1M+ | SH |
| AG | FIRST MAJESTIC SILVER CORP | 916K | $1M+ | SH |
| AAPL | APPLE INC | 49K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 92K | $1M+ | SH |
| MSTR | STRATEGY INC | 38K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| GOOGL | ALPHABET INC | 14K | $1M+ | SH |
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| SHOP | SHOPIFY INC | 25K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 12K | $1M+ | SH |
| FOCT | FIRST TR EXCHNG TRADED FD VI | 71K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 132K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 17K | $1M+ | SH |
| OBIL | RBB FD INC | 62K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 16K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 6K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 56K | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 24K | $1M+ | SH |
| QJUN | FIRST TR EXCHNG TRADED FD VI | 74K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 49K | $1M+ | SH |
| SAUG | FIRST TR EXCHNG TRADED FD VI | 88K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 9K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 16K | $1M+ | SH |
| AES | AES CORP | 130K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| BWA | BORGWARNER INC | 38K | $1M+ | SH |
| COLL | COLLEGIUM PHARMACEUTICAL INC | 36K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| ARCO | ARCOS DORADOS HOLDINGS INC | 221K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |
| EXAS | EXACT SCIENCES CORP | 15K | $1M+ | SH |