Acorn Wealth Advisors, LLC Portfolio Holdings
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 2025
Acorn Wealth Advisors, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $293 Million distributed in 281 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 $18.3M, Schwab Strategic Tr Us Dividen with a value of $11.8M, Dimensional ETF Tr U S Core Eq with a value of $9.65M, Microsoft Corp with a value of $8.44M, and Vaneck Morningstar Wide Moat E with a value of $8.27M.
Examining the 13F form we can see an increase of $41.8M in the current position value, from $251M to 293M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 281
- Current Value $293 Million
- Prior Value $251 Million
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 38 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks