Acorn Financial Advisory Services Inc has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $498 Million distributed in 199 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 $58.5M, Ishares Core U.S. Aggregate Bo with a value of $38.9M, Vanguard Ftse Developed Market with a value of $37.6M, Vanguard Small Cap ETF with a value of $32.2M, and Spdr Portfolio Short Term Trea with a value of $28.5M.
Examining the 13F form we can see an increase of $37.4M in the current position value, from $461M to 498M.
Below you can find more details about Acorn Financial Advisory Services Inc portfolio as well as his latest detailed transactions.
