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 201–215 of 215
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 372 | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| IEMG | ISHARES INC | 3K | $100K–$500K | SH |
| AGGY | WISDOMTREE TR | 5K | $100K–$500K | SH |
| ANF | ABERCROMBIE & FITCH CO | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 610 | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 13K | $100K–$500K | SH |
| CDLX | CARDLYTICS INC | 120K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 17K | $100K–$500K | SH |
| VG | VENTURE GLOBAL INC | 16K | $100K–$500K | SH |
| CMPS | COMPASS PATHWAYS PLC | 15K | $100K–$500K | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 11K | $50K–$100K | SH |