Acorn Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    grand blanc, MI
  • CIK
    0001730610
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

235

$242.19M
BND, SCHD, MOAT, DFCF
13F-HR
Feb 4, 2025
000110465925009023

227

$232.72M
BND, SCHD, MOAT, DFCF
13F-HR
Nov 13, 2024
000110465924117389

204

$202.32M
BND, SCHD, MOAT, MSFT
13F-HR
Jul 30, 2024
000110465924083790

202

$191.59M
BND, SCHD, MOAT, MSFT
13F-HR
Apr 26, 2024
000110465924052795

186

$168.72M
SCHD, BND, MSFT, MOAT
13F-HR
Feb 7, 2024
000110465924011582

182

$150.30M
SCHD, BND, MSFT, USMV
13F-HR
Nov 7, 2023
000110465923115147

173

$146.67M
SCHD, USMV, MSFT, SCHM
13F-HR
Aug 2, 2023
000110465923086630

166

$135.52M
SCHD, USMV, MSFT, SCHM
13F-HR
May 9, 2023
000110465923057604

158

$130.47M
SCHD, USMV, VIG, MSFT
13F-HR
Feb 10, 2023
000110465923018025

154

$122.04M
SCHD, USMV, JPST, MSFT
13F-HR
Nov 9, 2022
000110465922116396

160

$126.69M
SCHD, USMV, MSFT, VIG
13F-HR
Aug 8, 2022
000110465922087158

173

$145.33M
SCHD, USMV, MSFT, SCHM
13F-HR
May 3, 2022
000110465922055091

180

$157.65M
SCHD, USMV, MSFT, SCHM
13F-HR
Feb 14, 2022
000110465922022425

171

$142.98M
SCHD, USMV, SCHM, MSFT
13F-HR
Nov 12, 2021
000110465921137559

166

$144.76M
SCHD, USMV, BND, SCHM
13F-HR
Aug 16, 2021
000110465921106191

163

$139.49M
SCHD, USMV, BND, JPST
13F-HR
May 14, 2021
000110465921066767

146

$127.02M
USMV, SCHD, BND, JPST
13F-HR
Feb 16, 2021
000110465921022708

128

$114.10M
USMV, SCHD, BND, JPST
13F-HR
Nov 4, 2020
000110465920121085

119

$107.45M
USMV, SCHD, BND, JPST
13F-HR
Aug 19, 2020
000110465920096791

104

$89.27M
USMV, SCHD, BND, JPST
13F-HR
May 13, 2020
000110465920060660

124

$118.79M
USMV, SCHD, BND, JPST
13F-HR
Feb 7, 2020
000110465920012405

121

$116.36M
USMV, SCHD, BND, JPST
13F-HR
Nov 21, 2019
000110465919066108

122

$109.28M
USMV, SCHD, JPST, BND
13F-HR
Aug 14, 2019
000114420419039671

122

$110.79M
USMV, SCHD, FLOT, SCHM
13F-HR
May 8, 2019
000114420419024310

114

$97.61M
USMV, SCHD, FLOT, SCHM
13F-HR
Feb 4, 2019
000114420419004585

118

$101.35M
USMV, SCHD, SCHM, FLOT
13F-HR
Nov 13, 2018
000114420418059034

512

$117.47M
USMV, SCHD, FLOT, SCHM
13F-HR
Aug 10, 2018
000114420418043586

841

$115.58M
USMV, SCHD, FLOT, SCHM
13F-HR
May 14, 2018
000114420418027994

807

$109.57M
SCHD, USMV, SCHM, FLOT
13F-HR
Feb 14, 2018
000114420418008466
Acorn Wealth Advisors, Llc 13F Filings