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 Wealth Advisors, LLC (CIK 1730610) reported $410.3M across 303 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($27.7M, 6.74%), BND ($19.6M, 4.79%), SCHD ($13.0M, 3.18%), SCHG ($11.1M, 2.70%), XLK ($8.3M, 2.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $27.7M | 6.74% | 623,542 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $19.6M | 4.79% | 267,556 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $13.0M | 3.18% | 411,257 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $11.1M | 2.70% | 326,945 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $8.3M | 2.02% | 43,549 | Trimmed |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $7.8M | 1.91% | 202,076 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $7.6M | 1.86% | 32,240 | Added |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $7.3M | 1.77% | 174,460 | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $6.7M | 1.62% | 157,839 | Added |
| 10 | CGIC | CAPITAL GROUP INTERNATIONAL | $6.3M | 1.55% | 174,302 | Added |
| 11 | AAPL | APPLE INC | $6.3M | 1.55% | 21,912 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $6.2M | 1.52% | 16,683 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $5.9M | 1.43% | 15,877 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $5.5M | 1.33% | 27,289 | Trimmed |
| 15 | JCPB | J P MORGAN EXCHANGE TRADED F | $5.2M | 1.27% | 110,914 | Added |
| 16 | EVTR | MORGAN STANLEY ETF TRUST | $5.0M | 1.21% | 97,807 | Added |
| 17 | SCHM | SCHWAB STRATEGIC TR | $4.8M | 1.16% | 129,490 | Added |
| 18 | VB | VANGUARD INDEX FDS | $4.6M | 1.13% | 15,290 | Added |
| 19 | CAT | CATERPILLAR INC | $4.6M | 1.12% | 4,335 | Added |
| 20 | FTCB | FIRST TR EXCHANGE-TRADED FD | $4.4M | 1.06% | 208,786 | Added |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $4.3M | 1.05% | 20,300 | Trimmed |
| 22 | GLD | SPDR GOLD TR | $4.2M | 1.02% | 11,392 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $4.2M | 1.02% | 12,815 | Added |
| 24 | MOAT | VANECK ETF TRUST | $4.2M | 1.01% | 39,934 | Trimmed |
| 25 | DFGP | DIMENSIONAL ETF TRUST | $4.1M | 0.99% | 74,907 | Added |
Source: SEC Form 13F filings · as of 2026-06-30