Acorn Financial Advisory Services Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $461 Million distributed in 188 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 $56.5M, Ishares Core U.S. Aggregate Bo with a value of $37.8M, Vanguard Ftse Developed Market with a value of $35.5M, Vanguard Small Cap ETF with a value of $30.8M, and Spdr Portfolio Short Term Trea with a value of $27.6M.
Examining the 13F form we can see an decrease of $62.2M in the current position value, from $523M to 461M.
Below you can find more details about Acorn Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
