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 $343.0M across 264 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($21.7M, 6.32%), BND ($20.2M, 5.89%), SCHD ($12.6M, 3.66%), MOAT ($8.6M, 2.52%), SCHG ($8.2M, 2.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $21.7M | 6.32% | 557,655 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $20.2M | 5.89% | 274,366 | Added |
| 3 | SCHD | SCHWAB STRATEGIC TR | $12.6M | 3.66% | 409,269 | Added |
| 4 | MOAT | VANECK ETF TRUST | $8.6M | 2.52% | 89,402 | Trimmed |
| 5 | SCHG | SCHWAB STRATEGIC TR | $8.2M | 2.39% | 281,497 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $6.8M | 1.98% | 31,587 | Added |
| 7 | DFSV | DIMENSIONAL ETF TRUST | $6.2M | 1.80% | 176,484 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $6.1M | 1.79% | 145,216 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.1M | 1.78% | 16,512 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $5.8M | 1.69% | 43,615 | Trimmed |
| 11 | AAPL | APPLE INC | $5.6M | 1.63% | 22,055 | Trimmed |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $5.4M | 1.56% | 145,925 | Added |
| 13 | CGIC | CAPITAL GROUP INTERNATIONAL | $5.2M | 1.51% | 156,207 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $5.1M | 1.48% | 15,836 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $4.8M | 1.39% | 27,422 | Trimmed |
| 16 | EVTR | MORGAN STANLEY ETF TRUST | $4.2M | 1.23% | 83,135 | Added |
| 17 | GLD | SPDR GOLD TR | $4.2M | 1.21% | 9,660 | Added |
| 18 | JCPB | J P MORGAN EXCHANGE TRADED F | $4.1M | 1.19% | 86,605 | Added |
| 19 | VB | VANGUARD INDEX FDS | $4.0M | 1.16% | 15,192 | Added |
| 20 | SCHM | SCHWAB STRATEGIC TR | $3.9M | 1.15% | 127,118 | Added |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.14% | 20,308 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $3.7M | 1.09% | 12,663 | Added |
| 23 | USMV | ISHARES TR | $3.6M | 1.06% | 39,254 | Trimmed |
| 24 | FTCB | FIRST TR EXCHANGE-TRADED FD | $3.6M | 1.06% | 174,016 | Added |
| 25 | PULS | PGIM ETF TR | $3.6M | 1.05% | 73,014 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31