§ 13F · FUND PROFILE
ACORN FINANCIAL ADVISORY SERVICES INC /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $652M (13F)Positions · 207Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$92M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 536K | $53M | 7.3% | +13% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 772K | $49M | 6.8% | +12% |
| 3 | IAU | ISHARES GOLD TR | 484K | $43M | 5.8% | +3% |
| 4 | VOO | VANGUARD INDEX FDS | 70K | $42M | 5.8% | −31% |
| 5 | PYLD | PIMCO ETF TR | 1.51M | $39M | 5.4% | +33% |
| 6 | SPTS | SPDR SERIES TRUST | 1.30M | $38M | 5.2% | +12% |
| 7 | XOM | EXXON MOBIL CORP | 179K | $30M | 4.2% | +1031% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 275K | $30M | 4.2% | +4% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 58K | $28M | 3.8% | +1664% |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | 659K | $25M | 3.5% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACORN SIGNAL
AC read
ACORN FINANCIAL ADVISORY SERVICES INC /ADV is a Other fund managing $652 million in assets. The fund runs a broad portfolio of 207 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed