Acorn Wealth Advisors, LLC
CIK 1730610
13F filing for Q2 2026・No. 4,424
- Holdings
- US$410.32M
- Quarter change
- +US$67.31M
- Entries
- 303
- Net bought (estimate)
- +US$34.82M
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 48
- Sold out 9
- Cut 98
- Added 139
- Corporate actions 0
- Unchanged 18
Largest holdings
303 stocks worth US$410.32M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 623,542 | US$27.66M | 6.74% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Cut | 267,556 | US$19.64M | 4.79% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 411,257 | US$13.04M | 3.18% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 326,945 | US$11.06M | 2.70% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Cut | 43,549 | US$8.3M | 2.02% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 202,076 | US$7.84M | 1.91% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 32,240 | US$7.63M | 1.86% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 174,460 | US$7.28M | 1.77% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 157,839 | US$6.66M | 1.62% |
| CAPITAL GROUP INTERNATIONALSHS | Added | 174,302 | US$6.34M | 1.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.