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Acorn Wealth Advisors, LLC

13F
Acorn Wealth Advisors, LLC
Last update 2025-05-01 231 Stocks (6 new)
Value $240.00 Mil Turnover 3 %
Countries:
Acorn Wealth Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
250,542
18,402.3
-2.09%
7.660
-0.16%
0.010
+0.98%
+3.40%
127,600.9
 
SCHD
Schwab US Dividend Equity ETF
426,503
11,925.0
-0.67%
4.960
-0.03%
0.020
+7.15%
+1.74%
71,237.6
 
MOAT
VanEck Morningstar Wide Moat ETF
95,893
8,438.6
+1.41%
3.510
+0.05%
0.070
+16.41%
+6.73%
13,113.1
 
DFCF
Dimensional Core Fixed Income ETF
147,389
6,199.2
-11.79%
2.580
-0.34%
0.090
+1.86%
+3.89%
7,120.9
 
MSFT
Microsoft Corp
15,953
5,988.7
-0.33%
2.490
-0.01%
0.000
+32.15%
+21.67%
3,797,138.0
Software
VIG
Vanguard Dividend Appreciation FTF
27,748
5,382.9
+0.52%
2.240
+0.01%
0.010
+10.96%
+7.24%
90,207.5
 
DFAC
Dimensional U.S. Core Equity 2 ETF
146,494
4,832.8
+4.07%
2.010
+0.08%
0.020
+15.67%
+7.24%
35,930.5
 
XLK
Technology Select Sector SPDR ETF
22,808
4,709.3
+2.82%
1.960
+0.05%
0.010
+27.45%
+12.80%
83,058.2
 
USMV
iShares MSCI USA Min Vol Factor ETF
46,076
4,315.5
-6.63%
1.800
-0.12%
0.020
+3.76%
+6.61%
23,848.1
 
AAPL
Apple Inc
19,233
4,272.2
+1.18%
1.780
+0.02%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware

Acorn Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Acorn Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PAAA
PGIM AAA CLO ETF
2025-03-31
New Buy
New Buy
+0.44%
51.15 ($51.33) 51.52
$51.43
0.19%
New holding
20,702
20,702
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.35%
46.74 ($47.22) 47.57
$47.86
1.36%
Add 31.6%
74,302
17,840
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.34%
40.79 ($41.67) 42.32
$41.90
0.55%
Reduce -11.79%
147,389
-19,709
VBR
Vanguard Small Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.17%
182.99 ($197.54) 207.75
$202.32
2.42%
Sold Out
0
-2,081
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-03-31
Add
Add
+0.16%
50.58 ($50.73) 50.87
$50.71
-0.04%
Add 116.12%
13,810
7,420
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-0.16%
71.17 ($72.57) 73.66
$72.94
0.51%
Reduce -2.09%
250,542
-5,355
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Add
Add
+0.15%
105.1 ($107.75) 109.61
$108.64
0.83%
Add 110.6%
6,122
3,215
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.14%
169.43 ($177.82) 182.84
$186.83
5.07%
Add 10.9%
19,319
1,899
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.14%
21.23 ($22.75) 23.75
$24.48
7.60%
Add 31.06%
64,282
15,235
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.12%
87.68 ($92.03) 94.57
$94.00
2.14%
Reduce -6.63%
46,076
-3,271

Acorn Wealth Advisors, LLC Total Holding History ($B)

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Acorn Wealth Advisors, LLC's Asset Allocation

To

Acorn Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Acorn Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Acorn Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Acorn Wealth Advisors, LLC's Holdings Heat Map

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