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 101–150 of 215
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 15K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 3K | $500K+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 9K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 15K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 8K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| PSTG | PURE STORAGE INC | 9K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| IAGG | ISHARES TR | 11K | $500K+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 12K | $500K+ | SH |
| XAR | SPDR SERIES TRUST | 2K | $500K+ | SH |
| ZION | ZIONS BANCORPORATION N A | 9K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 8K | $500K+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| RPD | RAPID7 INC | 33K | $100K–$500K | SH |
| SHEN | SHENANDOAH TELECOMMUNICATION | 42K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 15K | $100K–$500K | SH |
| QCOC | FIRST TR EXCHNG TRADED FD VI | 20K | $100K–$500K | SH |
| MSIF | MSC INCOME FUND INC | 33K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 6K | $100K–$500K | SH |
| FSTA | FIDELITY COVINGTON TRUST | 9K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| VRIG | INVESCO ACTIVELY MANAGED EXC | 17K | $100K–$500K | SH |
| IWB | ISHARES TR | 1K | $100K–$500K | SH |
| NTNX | NUTANIX INC | 7K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 467 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 7K | $100K–$500K | SH |
| PHIN | PHINIA INC | 6K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 8K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 8K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 3K | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| FAI | FIRST TR EXCHANGE TRADED FD | 8K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| EEM | ISHARES TR | 6K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 167 | $100K–$500K | SH |