§ 13F · FUND PROFILE
Acorn Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $319M (13F)Positions · 281Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 558K | $22M | 6.3% | +25% |
| 2 | BND | VANGUARD BD INDEX FDS | 274K | $20M | 5.9% | +3% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 409K | $13M | 3.7% | +1% |
| 4 | MOAT | VANECK ETF TRUST | 89K | $9M | 2.5% | ±0% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 281K | $8M | 2.4% | +7% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 32K | $7M | 2.0% | +12% |
| 7 | DFSV | DIMENSIONAL ETF TRUST | 176K | $6M | 1.8% | +16% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 145K | $6M | 1.8% | +2% |
| 9 | MSFT | MICROSOFT CORP | 17K | $6M | 1.8% | +3% |
| 10 | XLK | SELECT SECTOR SPDR TR | 44K | $6M | 1.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACORN SIGNAL
AC read
Acorn Wealth Advisors, LLC is a Other fund managing $319 million in assets. The fund runs a broad portfolio of 281 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed