ACORN FINANCIAL ADVISORY SERVICES INC /ADV
CIK 1018561
13F filing for Q2 2026・No. 3,073
- Holdings
- US$753.48M
- Quarter change
- +US$23.66M
- Entries
- 223
- Net bought (estimate)
- +US$3.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 10
- Cut 121
- Added 63
- Corporate actions 0
- Unchanged 21
Largest holdings
223 stocks worth US$753.48M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE US AGGBD ET | Added | 567,447 | US$56.17M | 7.45% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 736,827 | US$52.5M | 6.97% |
| PIMCO ETF TRMULTISECTOR BD | Added | 1,616,850 | US$42.88M | 5.69% |
| SPDR SERIES TRUSTST SHO TREAS ETF | Added | 1,438,245 | US$41.72M | 5.54% |
| ISHARES GOLD TRISHARES NEW | Added | 500,409 | US$37.79M | 5.01% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 61,023 | US$30.54M | 4.05% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 43,580 | US$29.93M | 3.97% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 239,298 | US$29.85M | 3.96% |
| IBITISHARES BITCOIN TRUST ETFSHS BEN INT | Added | 849,344 | US$28.27M | 3.75% |
| LLYELI LILLY & COCOM | New | 23,012 | US$27.6M | 3.66% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.