CIK 1730610
Acorn Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
268
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 268
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 266K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 447K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 406K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 90K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 263K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 16K | $1M+ | SH |
| AAPL | APPLE INC | 24K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 45K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 28K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 33K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 142K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 152K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 117K | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 130K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| PULS | PGIM ETF TR | 78K | $1M+ | SH |
| USMV | ISHARES TR | 40K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 124K | $1M+ | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 69K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 103K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 62K | $1M+ | SH |
| GLD | SPDR GOLD TR | 8K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 70K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 42K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 146K | $1M+ | SH |
| QUAL | ISHARES TR | 14K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 46K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| BX | BLACKSTONE INC | 17K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 49K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| MBSF | VALUED ADVISERS TR | 87K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 85K | $1M+ | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 51K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 32K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 35K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 25K | $1M+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 26K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 21K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 51K | $1M+ | SH |