account_balance
Investment manager · 13F filer · SEC CIK 1018561
Acorn Financial Advisory Services Inc
Reported value$798Mas of Sep 30, 2026
Positions238 26 new, 11 sold out
Top 10 weight43.0%VEA alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Ftse Developed Markets ETF
6.9%Added +5%
IBITiShares Bitcoin Trust ETF
5.2%Added +3%
IAUiShares Gold Trust
4.9%
VOOVanguard S&P 500 ETF
4.6%Added +20%
BRK-BBerkshire Hathaway Inc
3.8%
AVUVAvantis U.S. Small Cap Value ETF
3.7%Added +5%
XOMExxonMobil Holdings Corp
3.7%New
SPTSState Street SPDR Portfolio Short Term Treasury ETF
3.6%Trimmed −31%
AGGiShares Core U.S. Aggregate Bond ETF
3.5%Trimmed −48%
LLYELI Lilly & Co
3.3%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
3.1%Trimmed −40%
XLEState Street Energy Select Sector SPDR ETF
2.7%−3%
VEAVanguard Ftse Developed Markets ETF
6.9%Added +5%
IBITiShares Bitcoin Trust ETF
5.2%
IAUiShares Gold Trust
4.9%
VOOVanguard S&P 500 ETF
4.6%+20%
BRK-BBerkshire Hathaway Inc
3.8%
AVUVAvantis U.S. Small Cap Value ETF
3.7%+5%
XOMExxonMobil Holdings Corp
3.7%
SPTSState Street SPDR Portfolio Short Term Treasury ETF
3.6%
AGGiShares Core U.S. Aggregate Bond ETF
3.5%
LLYELI Lilly & Co
3.3%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
3.1%
XLEState Street Energy Select Sector SPDR ETF
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Ftse Developed Markets ETF 6.9% Added +5%
IBIT iShares Bitcoin Trust ETF 5.2% Added +3%IAU iShares Gold Trust 4.9% HeldVOO Vanguard S&P 500 ETF 4.6% Added +20%
BRK-B Berkshire Hathaway Inc 3.8% HeldAVUV Avantis U.S. Small Cap Value ETF 3.7% Added +5%
XOM ExxonMobil Holdings Corp 3.7% NewSPTS State Street SPDR Portfolio Short Term Treasury ETF 3.6% Trimmed −31%
AGG iShares Core U.S. Aggregate Bond ETF 3.5% Trimmed −48%
LLY ELI Lilly & Co 3.3% HeldPYLD Pimco Multisector Bond Active Exchange-Traded Fund 3.1% Trimmed −40%
XLE State Street Energy Select Sector SPDR ETF 2.7% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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