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 $729.8M across 214 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($53.2M, 7.29%), VEA ($49.4M, 6.77%), IAU ($42.6M, 5.84%), VOO ($42.1M, 5.77%), PYLD ($39.5M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $53.2M | 7.29% | 536,266 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $49.4M | 6.77% | 771,539 | Added |
| 3 | IAU | ISHARES GOLD TR | $42.6M | 5.84% | 483,758 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $42.1M | 5.77% | 70,480 | Trimmed |
| 5 | PYLD | PIMCO ETF TR | $39.5M | 5.41% | 1.5M | Added |
| 6 | SPTS | SPDR SERIES TRUST | $38.0M | 5.21% | 1.3M | Added |
| 7 | XOM | EXXON MOBIL CORP | $30.4M | 4.17% | 179,187 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $30.3M | 4.16% | 274,735 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.7M | 3.79% | 57,786 | Added |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | $25.3M | 3.47% | 658,879 | Added |
| 11 | XLE | SELECT SECTOR SPDR TR | $21.0M | 2.87% | 342,067 | Added |
| 12 | AG | FIRST MAJESTIC SILVER CORP | $19.3M | 2.65% | 899,840 | Trimmed |
| 13 | OIH | VANECK ETF TRUST | $18.9M | 2.59% | 46,714 | New |
| 14 | XBIL | RBB FD INC | $17.7M | 2.42% | 353,357 | Trimmed |
| 15 | QQQ | INVESCO QQQ TR | $16.0M | 2.20% | 27,774 | Trimmed |
| 16 | FRO | FRONTLINE PLC | $13.5M | 1.84% | 386,264 | New |
| 17 | URNM | SPROTT FDS TR | $13.3M | 1.82% | 209,939 | New |
| 18 | PPA | INVESCO EXCHANGE TRADED FD T | $13.2M | 1.81% | 79,823 | New |
| 19 | DHT | DHT HOLDINGS INC | $13.1M | 1.80% | 718,271 | New |
| 20 | INSW | INTERNATIONAL SEAWAYS INC | $13.1M | 1.80% | 180,365 | New |
| 21 | AAPL | APPLE INC | $11.1M | 1.52% | 43,786 | Trimmed |
| 22 | BIL | SPDR SERIES TRUST | $9.2M | 1.25% | 99,874 | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $5.0M | 0.68% | 11,406 | Trimmed |
| 24 | VB | VANGUARD INDEX FDS | $5.0M | 0.68% | 19,072 | Trimmed |
| 25 | OBIL | RBB FD INC | $4.6M | 0.63% | 92,241 | Added |
Source: SEC Form 13F filings · as of 2026-03-31