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 51–100 of 215
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDYV | SPDR SERIES TRUST | 17K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| DXCM | DEXCOM INC | 20K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| CACI | CACI INTL INC | 2K | $1M+ | SH |
| GMED | GLOBUS MED INC | 14K | $1M+ | SH |
| XHLF | BONDBLOXX ETF TRUST | 24K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 13K | $1M+ | SH |
| CRNC | CERENCE INC | 111K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 2K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 6K | $1M+ | SH |
| BOOT | BOOT BARN HLDGS INC | 6K | $1M+ | SH |
| PENN | PENN ENTERTAINMENT INC | 75K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 6K | $1M+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 14K | $1M+ | SH |
| HEFA | ISHARES TR | 25K | $1M+ | SH |
| TBIL | RBB FD INC | 21K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| SRVR | PACER FDS TR | 34K | $500K+ | SH |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 22K | $500K+ | SH |
| CCI | CROWN CASTLE INC | 11K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| TRIP | TRIPADVISOR INC | 64K | $500K+ | SH |
| DGRO | ISHARES TR | 13K | $500K+ | SH |
| DOCU | DOCUSIGN INC | 13K | $500K+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 23K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| SPHY | SPDR SERIES TRUST | 36K | $500K+ | SH |
| C | CITIGROUP INC | 7K | $500K+ | SH |
| OGN | ORGANON & CO | 113K | $500K+ | SH |
| STIP | ISHARES TR | 8K | $500K+ | SH |
| D | DOMINION ENERGY INC | 14K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| ASAN | ASANA INC | 57K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 8K | $500K+ | SH |
| PZZA | PAPA JOHNS INTL INC | 19K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 785 | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 12K | $500K+ | SH |
| SPIB | SPDR SERIES TRUST | 20K | $500K+ | SH |