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 151–200 of 215
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TREE | LENDINGTREE INC NEW | 6K | $100K–$500K | SH |
| HNI | HNI CORP | 8K | $100K–$500K | SH |
| PECO | PHILLIPS EDISON & CO INC | 9K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| IWF | ISHARES TR | 693 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| XNTK | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| IUSB | ISHARES TR | 7K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| XYZ | BLOCK INC | 5K | $100K–$500K | SH |
| T | AT&T INC | 12K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 517 | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 365 | $100K–$500K | SH |
| TEAM | ATLASSIAN CORPORATION | 2K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 459 | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| GCOW | PACER FDS TR | 6K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 13K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| DVA | DAVITA INC | 2K | $100K–$500K | SH |
| AGZ | ISHARES TR | 2K | $100K–$500K | SH |
| QLYS | QUALYS INC | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 292 | $100K–$500K | SH |
| IVW | ISHARES TR | 2K | $100K–$500K | SH |
| BBHY | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| IXN | ISHARES TR | 2K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| AKAM | AKAMAI TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 904 | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 42 | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 466 | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 388 | $100K–$500K | SH |
| DFLV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 637 | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |