Acorn Wealth Advisors, LLC Portfolio Holdings

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025

Acorn Wealth Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $251 Million distributed in 251 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $18.1M, Schwab Strategic Tr Us Dividen with a value of $11.8M, Vaneck Morningstar Wide Moat E with a value of $8.25M, Microsoft Corp with a value of $7.78M, and Dimensional ETF Tr Core Fxd In with a value of $6.8M.

Examining the 13F form we can see an increase of $28.6M in the current position value, from $222M to 251M.

Acorn Wealth Advisors, LLC is based out at Grand Blanc, MI

Below you can find more details about Acorn Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $251 Million
ETFs: $186 Million
Technology: $19.3 Million
Financial Services: $12 Million
Industrials: $7.56 Million
Consumer Cyclical: $5.58 Million
Consumer Defensive: $4.32 Million
Communication Services: $4.18 Million
Healthcare: $3.62 Million
Other: $7.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.1 Million 7.21% of portfolio
245,499
Q2 2025 Reduced 2.01%
$0
$11.8 Million 4.69% of portfolio
443,402
Q2 2025 Added 3.96%
$0
$8.25 Million 3.29% of portfolio
96,121
Q2 2025 Added 0.24%
$3.73T
$7.78 Million 3.1% of portfolio
15,633
Q2 2025 Reduced 2.01%
$0
$6.8 Million 2.71% of portfolio
160,995
Q2 2025 Added 9.23%
$0
$6.15 Million 2.45% of portfolio
171,695
Q2 2025 Added 17.2%
$0
$5.69 Million 2.27% of portfolio
22,465
Q2 2025 Reduced 1.5%
$0
$5.11 Million 2.04% of portfolio
28,047
Q2 2025 Added 1.08%
$0
$5.01 Million 2.0% of portfolio
171,358
Q2 2025 Added 98.35%
$0
$4.71 Million 1.88% of portfolio
94,684
Q2 2025 Added 12.51%
$0
$4.19 Million 1.67% of portfolio
13,791
Q2 2025 Added 50.66%
$0
$4.13 Million 1.65% of portfolio
44,038
Q2 2025 Reduced 4.42%
$3.7T
$3.92 Million 1.56% of portfolio
19,109
Q2 2025 Reduced 0.64%
$0
$3.91 Million 1.56% of portfolio
21,535
Q2 2025 Added 11.47%
$0
$3.72 Million 1.49% of portfolio
132,788
Q2 2025 Reduced 4.57%
$896B
$3.66 Million 1.46% of portfolio
12,640
Q2 2025 Added 1.23%
$0
$3.5 Million 1.39% of portfolio
72,832
Q2 2025 Reduced 1.98%
$0
$3.4 Million 1.35% of portfolio
14,329
Q2 2025 Added 7.9%
$0
$3.21 Million 1.28% of portfolio
47,859
Q2 2025 Added 5.75%
$442B
$2.75 Million 1.1% of portfolio
17,417
Q2 2025 Reduced 8.26%
$0
$2.67 Million 1.07% of portfolio
56,841
Q2 2025 Added 6.86%
$0
$2.64 Million 1.05% of portfolio
46,395
Q2 2025 Reduced 0.4%
$0
$2.57 Million 1.02% of portfolio
45,025
Q2 2025 New
$0
$2.51 Million 1.0% of portfolio
13,755
Q2 2025 Reduced 4.68%
$130B
$2.47 Million 0.98% of portfolio
16,501
Q2 2025 Added 5.18%
$637B
$2.45 Million 0.98% of portfolio
5,042
Q2 2025 Added 0.02%
$0
$2.39 Million 0.95% of portfolio
47,154
Q2 2025 Reduced 9.11%
$0
$2.36 Million 0.94% of portfolio
13,347
Q2 2025 Added 59.25%
$0
$1.96 Million 0.78% of portfolio
26,983
Q2 2025 Added 3.76%
$0
$1.77 Million 0.71% of portfolio
60,133
Q2 2025 Added 36.73%
$0
$1.79 Million 0.71% of portfolio
4,072
Q2 2025 Added 283.79%
$0
$1.72 Million 0.68% of portfolio
15,900
Q2 2025 Reduced 0.12%
$2.34T
$1.71 Million 0.68% of portfolio
7,805
Q2 2025 Added 10.3%
$0
$1.72 Million 0.68% of portfolio
6,910
Q2 2025 Reduced 48.47%
$433B
$1.67 Million 0.67% of portfolio
4,550
Q2 2025 Added 6.96%
$0
$1.65 Million 0.66% of portfolio
19,916
Q2 2025 Added 0.3%
$228B
$1.62 Million 0.65% of portfolio
4,177
Q2 2025 Added 0.26%
$0
$1.64 Million 0.65% of portfolio
37,391
Q2 2025 Reduced 1.41%
$0
$1.57 Million 0.63% of portfolio
44,083
Q2 2025 Added 13.72%
$116B
$1.47 Million 0.59% of portfolio
4,831
Q2 2025 Added 0.33%
$0
$1.45 Million 0.58% of portfolio
34,202
Q2 2025 Added 0.02%
$0
$1.39 Million 0.56% of portfolio
17,700
Q2 2025 Added 96.56%
$0
$1.39 Million 0.55% of portfolio
19,141
Q2 2025 New
$230B
$1.35 Million 0.54% of portfolio
4,590
Q2 2025 Reduced 3.41%
$169B
$1.27 Million 0.51% of portfolio
5,729
Q2 2025 Reduced 13.9%
$0
$1.2 Million 0.48% of portfolio
24,285
Q2 2025 Added 263.06%
$0
$1.2 Million 0.48% of portfolio
50,194
Q2 2025 Reduced 21.92%
$1.69T
$1.17 Million 0.47% of portfolio
1,588
Q2 2025 Added 21.69%
$0
$1.18 Million 0.47% of portfolio
1,904
Q2 2025 Reduced 7.08%

Summary

  • Portfolio
  • No. of Stocks 251
  • Current Value $251 Million
  • Prior Value $222 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 35 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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