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 101–150 of 268
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SGOL | ETFS GOLD TR | 18K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 15K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 7K | $500K+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 16K | $500K+ | SH |
| DTE | DTE ENERGY CO | 5K | $500K+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 26K | $500K+ | SH |
| IGSB | ISHARES TR | 13K | $500K+ | SH |
| SCHY | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| HYEM | VANECK ETF TRUST | 33K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| LLY | ELI LILLY & CO | 591 | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| SIO | TOUCHSTONE ETF TRUST | 24K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 12K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 10K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| PFFD | GLOBAL X FDS | 30K | $500K+ | SH |
| PGHY | INVESCO EXCH TRADED FD TR II | 28K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 22K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| PAVE | GLOBAL X FDS | 11K | $500K+ | SH |
| DELL | DELL TECHNOLOGIES INC | 4K | $500K+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 5K | $500K+ | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 4K | $500K+ | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 16K | $500K+ | SH |
| MUB | ISHARES TR | 5K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 10K | $500K+ | SH |
| CMS | CMS ENERGY CORP | 7K | $500K+ | SH |
| IVV | ISHARES TR | 748 | $500K+ | SH |
| NOBL | PROSHARES TR | 5K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 11K | $100K–$500K | SH |
| ICVT | ISHARES TR | 5K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 562 | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 4K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 9K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 571 | $100K–$500K | SH |
| T | AT&T INC | 19K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 16K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 905 | $100K–$500K | SH |