Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ACORN FINANCIAL ADVISORY SERVICES INC /ADV (CIK 1018561) reported $753.5M across 223 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($56.2M, 7.45%), VEA ($52.5M, 6.97%), PYLD ($42.9M, 5.69%), SPTS ($41.7M, 5.54%), IAU ($37.8M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $56.2M | 7.45% | 567,447 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $52.5M | 6.97% | 736,827 | Trimmed |
| 3 | PYLD | PIMCO ETF TR | $42.9M | 5.69% | 1.6M | Added |
| 4 | SPTS | SPDR SERIES TRUST | $41.7M | 5.54% | 1.4M | Added |
| 5 | IAU | ISHARES GOLD TR | $37.8M | 5.01% | 500,409 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.5M | 4.05% | 61,023 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $29.9M | 3.97% | 43,580 | Trimmed |
| 8 | AVUV | AMERICAN CENTY ETF TR | $29.9M | 3.96% | 239,298 | Trimmed |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $28.3M | 3.75% | 849,344 | Added |
| 10 | LLY | ELI LILLY & CO | $27.6M | 3.66% | 23,012 | New |
| 11 | QQQ | INVESCO QQQ TR | $20.2M | 2.68% | 27,465 | Trimmed |
| 12 | XLE | SELECT SECTOR SPDR TR | $19.2M | 2.54% | 360,834 | Added |
| 13 | OIH | VANECK ETF TRUST | $17.9M | 2.38% | 48,188 | Added |
| 14 | AG | FIRST MAJESTIC SILVER CORP | $15.7M | 2.08% | 924,247 | Added |
| 15 | ETN | EATON CORP PLC | $12.8M | 1.70% | 29,979 | Added |
| 16 | DELL | DELL TECHNOLOGIES INC | $12.8M | 1.70% | 29,750 | New |
| 17 | GLW | CORNING INC | $12.7M | 1.68% | 49,573 | New |
| 18 | AAPL | APPLE INC | $12.2M | 1.62% | 42,165 | Trimmed |
| 19 | CC | CHEMOURS CO | $11.9M | 1.58% | 578,778 | New |
| 20 | BIL | SPDR SERIES TRUST | $10.4M | 1.38% | 113,740 | Added |
| 21 | INTC | INTEL CORP | $9.4M | 1.24% | 67,163 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $9.3M | 1.24% | 8,098 | Added |
| 23 | MRVL | MARVELL TECHNOLOGY INC | $9.3M | 1.24% | 31,351 | New |
| 24 | CAT | CATERPILLAR INC | $9.2M | 1.22% | 8,619 | Added |
| 25 | MOD | MODINE MFG CO | $8.6M | 1.14% | 32,280 | New |
Source: SEC Form 13F filings · as of 2026-06-30