Acorn Wealth Advisors, LLC

CIK 0001730610 · GRAND BLANC, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Acorn Wealth Advisors, LLC reported 303 positions worth $410.3M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: DFAC (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$410.3M
2026 Q2
Positions
303
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.1%
Est. Net Flow (Q)
2026 Q2
10 / 303 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$27.7M6.74%623,542
2BNDVANGUARD BD INDEX FDSSH$19.6M4.79%267,556
3SCHDSCHWAB STRATEGIC TRSH$13.0M3.18%411,257
4SCHGSCHWAB STRATEGIC TRSH$11.1M2.70%326,945
5XLKSELECT SECTOR SPDR TRSH$8.3M2.02%43,549
6DFSVDIMENSIONAL ETF TRUSTSH$7.8M1.91%202,076
7VIGVANGUARD SPECIALIZED FUNDSSH$7.6M1.86%32,240
8DUHPDIMENSIONAL ETF TRUSTSH$7.3M1.77%174,460
9DFCFDIMENSIONAL ETF TRUSTSH$6.7M1.62%157,839
10CGICCAPITAL GROUP INTERNATIONALSH$6.3M1.55%174,302

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Acorn Wealth Advisors, LLC hold as of Q2 2026?

Acorn Wealth Advisors, LLC reported 303 positions worth $410.3M in its Q2 2026 13F filing. Largest positions: DFAC (6.7%), BND (4.8%), SCHD (3.2%), SCHG (2.7%) and XLK (2.0%).

What did Acorn Wealth Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Acorn Wealth Advisors, LLC 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.