Acorn Financial Advisory Services Inc has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $538 Million distributed in 207 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $62.3M, Ishares Core U.S. Aggregate Bo with a value of $40.6M, Vanguard Ftse Developed Market with a value of $39.9M, Vanguard Small Cap ETF with a value of $34.9M, and Ishares Gold Trust with a value of $32.8M.
Examining the 13F form we can see an increase of $40.2M in the current position value, from $498M to 538M.
Below you can find more details about Acorn Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$538 Million
ETFs: $415 Million
Technology: $54.6 Million
Consumer Cyclical: $18.8 Million
Financial Services: $12.8 Million
Communication Services: $10.9 Million
Healthcare: $8.54 Million
Industrials: $5.61 Million
Utilities: $2.89 Million
Other: $6.82 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
