ACORN FINANCIAL ADVISORY SERVICES INC /ADV
ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported 223 positions worth $753.5M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: AGG (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $56.2M | 7.45% | 567,447 | — | — | |
| ▸ 2 | VEA | SH | $52.5M | 6.97% | 736,827 | — | — | |
| ▸ 3 | PYLD | SH | $42.9M | 5.69% | 1,616,850 | — | — | |
| ▸ 4 | SPTS | SH | $41.7M | 5.54% | 1,438,245 | — | — | |
| ▸ 5 | IAU | SH | $37.8M | 5.01% | 500,409 | — | — | |
| ▸ 6 | BRK-B | SH | $30.5M | 4.05% | 61,023 | — | — | |
| ▸ 7 | VOO | SH | $29.9M | 3.97% | 43,580 | — | — | |
| ▸ 8 | AVUV | SH | $29.9M | 3.96% | 239,298 | — | — | |
| ▸ 9 | IBIT | SH | $28.3M | 3.75% | 849,344 | — | — | |
| ▸ 10 | LLY | SH | $27.6M | 3.66% | 23,012 | — | — |
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Frequently Asked Questions
What stocks does ACORN FINANCIAL ADVISORY SERVICES INC /ADV hold as of Q2 2026?
ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported 223 positions worth $753.5M in its Q2 2026 13F filing. Largest positions: AGG (7.5%), VEA (7.0%), PYLD (5.7%), SPTS (5.5%) and IAU (5.0%).
What did ACORN FINANCIAL ADVISORY SERVICES INC /ADV buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ACORN FINANCIAL ADVISORY SERVICES INC /ADV sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.