account_balance

Investment manager · 13F filer · SEC CIK 1730610

Acorn Wealth Advisors, LLC

Reported value$407Mas of Sep 30, 2026
Positions302 14 new, 15 sold out
Top 10 weight29.7%DFAC alone is 8%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAC Dimensional ETF Trust 7.7% Added +13%
BND Vanguard Bd Index FDS 4.5% Trimmed −2%
SCHD Schwab Strategic Tr 3.3% Held
SCHG Schwab Strategic Tr 2.9% Held
MSFT Microsoft Corp 2.2% Added +4%
XLK Select Sector SPDR Tr 2.1% Held
VIG Vanguard Specialized Funds 1.9% Held
AAPL Apple Inc. 1.8% Held
CGIC Capital Group International 1.8% Added +16%
DFCF Dimensional ETF Trust 1.5% Held
NVDA NVIDIA Corp 1.5% Held
JCPB J P Morgan Exchange Traded F 1.4% Added +19%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • ETN $462K
  • JPO $398K
  • IEFA $323K
  • PNFP $267K
arrow_upwardAdded
  • WMT +182%
  • VTEB +91%
  • GLDM +86%
  • SGOV +67%
arrow_downwardTrimmed
  • VUG −19%
  • VTV −19%
  • HD −17%
  • MOAT −15%
remove_circleSold out
  • DFSV $7.84M
  • DUHP $7.28M
  • UPS $737K
  • GBIL $271K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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