ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q3 2025 13F Holdings
- Locationreston, VA
- Num holdings
207
- Value ($000)
$651,751
- Date Filed10/24/2025
- Form type13F-HR
- CIK0001018561
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $62.27 M | 10 % | 101,678 | ||
XBIL RBB FD INC | US TRSRY 6 MNTH | 74933W460 | $59.40 M | 9 % | 1,183,447 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $40.62 M | 6 % | 405,219 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $39.88 M | 6 % | 665,605 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $36.63 M | 6 % | 563,509 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $34.94 M | 5 % | 137,394 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $32.78 M | 5 % | 450,443 | ||
KRE SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 | $29.47 M | 5 % | 1,005,112 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $26.83 M | 4 % | 55,935 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $25.99 M | 4 % | 261,133 |
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