Acorn Financial Advisory Services Inc Portfolio Holdings

Acorn Financial Advisory Services Inc

  • $538 Million
  • Q3 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.87B
$13.2 Million 2.45% of portfolio
40,873
Q3 2025 Reduced 3.41%
$579M
$2.54 Million 0.47% of portfolio
267,862
Q3 2025 Added 0.09%
$952M
$1.47 Million 0.27% of portfolio
217,164
Q3 2025 Reduced 2.84%
$329M
$1.4 Million 0.26% of portfolio
112,168
Q3 2025 Reduced 3.21%
$1.57B
$1.26 Million 0.23% of portfolio
36,051
Q3 2025 Reduced 3.17%
$1.92B
$1.19 Million 0.22% of portfolio
111,826
Q3 2025 Added 5.24%
$1.9B
$1.03 Million 0.19% of portfolio
63,206
Q3 2025 Reduced 5.1%
$1.45B
$873,000 0.16% of portfolio
18,133
Q3 2025 Reduced 4.21%
$1.59B
$773,000 0.14% of portfolio
57,864
Q3 2025 Reduced 3.82%
$1.43B
$623,000 0.12% of portfolio
36,253
Q3 2025 Reduced 1.91%
$824M
$621,000 0.12% of portfolio
33,164
Q3 2025 Reduced 3.88%
$518M
$559,000 0.1% of portfolio
41,686
Q1 2024 Reduced 3.55%
$628M
$356,000 0.07% of portfolio
5,506
Q3 2025 Reduced 12.64%
$363M
$128,000 0.02% of portfolio
15,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $538 Million
  • Prior Value $498 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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