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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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