ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q4 2025 13F Holdings
- Locationreston, VA
- Num holdings
215
- Value ($000)
$677,597
- Date Filed02/03/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $63.8M | 9 % | 101,741 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $47.2M | 7 % | 472,573 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $42.88M | 6 % | 686,391 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $38.1M | 6 % | 469,414 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $35.58M | 5 % | 137,938 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R101 | $34.2M | 5 % | 1,167,954 | ||
PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $30.31M | 5 % | 1,136,102 | ||
ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $29.51M | 4 % | 594,361 | ||
RBB FD INC | US TRSRY 6 MNTH | 74933W460 | $27.86M | 4 % | 556,358 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $26.82M | 4 % | 262,951 |
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