Acorn Wealth Advisors, LLC Incresed Positions in Q2 2025

Acorn Wealth Advisors, LLC

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
85K
+ 98.35%
$22.27 - $29.21 $1.89M - $2.48M
171K $5.01M
VTI
Vanguard Total Stock Market Et

ETFs
4.64K
+ 50.66%
$243.75 - $303.93 $1.13M - $1.41M
13.8K $4.19M
VUG
Vanguard Growth ETF

ETFs
3.01K
+ 283.79%
$329.49 - $438.4 $992K - $1.32M
4.07K $1.79M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25.2K
+ 17.2%
$29.12 - $35.84 $734K - $903K
172K $6.15M
VTV
Vanguard Value ETF

ETFs
4.97K
+ 59.25%
$153.67 - $176.74 $763K - $878K
13.3K $2.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.6K
+ 263.06%
$39.89 - $49.46 $702K - $870K
24.3K $1.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.7K
+ 96.56%
$77.74 - $78.78 $676K - $685K
17.7K $1.39M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.6K
+ 9.23%
$41.1 - $42.37 $559K - $576K
161K $6.8M
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 1.23%
$210.28 - $289.91 $32.4K - $44.6K
12.6K $3.66M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.22K
+ 11.47%
$152.93 - $181.74 $339K - $403K
21.5K $3.91M
PULS
Pgim ETF Tr

ETFs
10.5K
+ 12.51%
$49.39 - $49.76 $520K - $524K
94.7K $4.71M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.6K
+ 5.75%
$53.65 - $67.02 $140K - $175K
47.9K $3.21M
VB
Vanguard Small Cap ETF

ETFs
1.05K
+ 7.9%
$193.73 - $237.37 $203K - $249K
14.3K $3.4M
META
Meta Platforms, Inc.

Communication Services
283
+ 21.69%
$484.66 - $738.09 $137K - $209K
1.59K $1.17M
DFAI
Dimensional ETF Tr

ETFs
9.68K
+ 46.29%
$28.02 - $34.71 $271K - $336K
30.6K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
729
+ 10.3%
$167.32 - $223.3 $122K - $163K
7.81K $1.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
261
+ 14.35%
$416.06 - $551.64 $109K - $144K
2.08K $1.15M
PLTR
Palantir Technologies Inc.

Technology
806
+ 22.76%
$74.01 - $144.25 $59.7K - $116K
4.35K $592K
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.32K
+ 13.72%
$29.36 - $35.56 $156K - $189K
44.1K $1.57M
BX
Blackstone Inc.

Financial Services
813
+ 5.18%
$120.07 - $151.11 $97.6K - $123K
16.5K $2.47M
CAT
Caterpillar Inc

Industrials
11
+ 0.26%
$273.94 - $388.21 $3.01K - $4.27K
4.18K $1.62M
HYLS
First Tr Tactical High Yield L

ETFs
5.48K
+ 27.68%
$39.8 - $41.84 $218K - $229K
25.3K $1.06M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
9.18K
+ 26.25%
$24.48 - $24.9 $225K - $229K
44.2K $1.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.68K
+ 48.59%
$32.66 - $40.75 $153K - $191K
14.3K $579K
GE
General Electric CO

Industrials
241
+ 8.8%
$166.81 - $257.39 $40.2K - $62K
2.98K $766K
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.65K
+ 6.86%
$45.9 - $47.2 $167K - $172K
56.8K $2.67M
DFAE
Dimensional ETF Tr

ETFs
4.48K
+ 33.32%
$22.87 - $28.95 $102K - $130K
17.9K $518K
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.02K
+ 39.19%
$24.94 - $31.15 $100K - $125K
14.3K $443K
AVUV
American Centy ETF Tr Avantis

ETFs
1.4K
+ 48.03%
$75.17 - $91.21 $105K - $128K
4.32K $393K
DFAU
Dimensional ETF Tr

ETFs
6
+ 0.02%
$34.04 - $42.36 $204 - $254
34.2K $1.45M
SLV
I Shares Silver Trust

ETFs
2.67K
+ 10.51%
$27.08 - $33.74 $72.2K - $89.9K
28K $919K
COST
Costco Wholesale Corp

Consumer Defensive
110
+ 21.57%
$908.13 - $1056.85 $99.9K - $116K
620 $613K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.53K
+ 33.49%
$48.13 - $49.85 $122K - $126K
10.1K $494K
HD
Home Depot, Inc.

Consumer Cyclical
296
+ 6.96%
$335.24 - $380.78 $99.2K - $113K
4.55K $1.67M
RWL
Invesco Exchange Traded Fd Tr

ETFs
676
+ 9.26%
$89.02 - $104.29 $60.2K - $70.5K
7.97K $831K
DFIV
Dimensional ETF Tr

ETFs
1.37K
+ 10.88%
$34.67 - $43.21 $47.6K - $59.4K
14K $599K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
82
+ 5.24%
$468.22 - $566.51 $38.4K - $46.5K
1.65K $933K
DISV
Dimensional ETF Tr Dimensional

ETFs
890
+ 5.45%
$25.93 - $32.91 $23.1K - $29.3K
17.2K $566K
GLD
Spdr Gold Trust

ETFs
16
+ 0.33%
$273.71 - $316.29 $4.38K - $5.06K
4.83K $1.47M
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.45%
$144.7 - $178.6 $2.46K - $3.04K
3.81K $671K
WMT
Walmart Inc.

Consumer Defensive
353
+ 9.61%
$81.79 - $99.98 $28.9K - $35.3K
4.03K $393K
DIHP
Dimensional ETF Tr Dimensional

ETFs
881
+ 4.98%
$24.32 - $29.74 $21.4K - $26.2K
18.6K $547K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.13K
+ 5.85%
$23.14 - $27.82 $26.1K - $31.4K
20.4K $559K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.33K
+ 14.9%
$23.66 - $29.99 $31.5K - $39.9K
10.3K $307K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.29K
+ 13.17%
$22.25 - $28.0 $28.7K - $36.1K
11.1K $310K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
889
+ 10.84%
$45.11 - $52.34 $40.1K - $46.5K
9.09K $475K
V
Visa Inc.

Financial Services
127
+ 4.65%
$308.27 - $373.31 $39.2K - $47.4K
2.86K $1.02M
BA
Boeing CO

Industrials
9
+ 0.66%
$136.59 - $217.51 $1.23K - $1.96K
1.37K $286K
XLF
Financial Sector Spdr

ETFs
777
+ 14.89%
$43.92 - $52.37 $34.1K - $40.7K
6K $314K
Activity Summary
Buys All Purchases 131 New Holdings 35 Increased Positions 96 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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