Acorn Wealth Advisors, LLC
Q3 2025 13F Holdings
- Locationgrand blanc, MI
- Num holdings
281
- Value ($000)
$319,085
- Date Filed10/31/2025
- Form type13F-HR
- CIK0001730610
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $18.26 M | 6 % | 245,569 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.77 M | 4 % | 431,302 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $9.65 M | 3 % | 250,185 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $9.54 M | 3 % | 96,286 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.44 M | 3 % | 16,295 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $6.85 M | 2 % | 214,624 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.80 M | 2 % | 159,070 | ||
AAPL APPLE INC | COM | 037833100 | $6.46 M | 2 % | 25,371 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $6.32 M | 2 % | 22,436 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.12 M | 2 % | 28,363 |
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