Acorn Wealth Advisors, LLC
Q4 2025 13F Holdings
- Locationgrand blanc, MI
- Num holdings
268
- Value ($000)
$335,679
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $19.73M | 6 % | 266,405 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $17.71M | 5 % | 447,300 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.12M | 3 % | 405,562 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $9.29M | 3 % | 89,674 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $8.56M | 3 % | 262,569 | ||
MICROSOFT CORP | COM | 594918104 | $7.79M | 2 % | 16,097 | ||
APPLE INC | COM | 037833100 | $6.61M | 2 % | 24,298 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $6.46M | 2 % | 44,864 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.18M | 2 % | 28,138 | ||
NVIDIA CORPORATION | COM | 67066G104 | $6.11M | 2 % | 32,764 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100