Acorn Wealth Advisors, LLC

Est. AUM

$340.9M

13F long equity, this entity only

Positions

262

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$21.7M	557655	6.36%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$20.2M	274366	5.93%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.6M	409269	3.68%	SOLE
4	VANECK ETF TRUST	MRNGSTR WDE MOAT	$8.6M	89402	2.54%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.2M	281497	2.41%	SOLE
6	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.8M	31587	1.99%	SOLE
7	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$6.2M	176484	1.81%	SOLE
8	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$6.1M	145216	1.80%	SOLE
9	MICROSOFT CORP	COM	$6.1M	16512	1.79%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET TEC	$5.8M	43615	1.70%	SOLE
11	APPLE INC	COM	$5.6M	22055	1.64%	SOLE
12	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$5.4M	145925	1.57%	SOLE
13	CAPITAL GROUP INTERNATIONAL	SHS	$5.2M	156207	1.52%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$5.1M	15836	1.49%	SOLE
15	NVIDIA CORPORATION	COM	$4.8M	27422	1.40%	SOLE
16	MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$4.2M	83135	1.24%	SOLE
17	SPDR GOLD TR	GOLD SHS	$4.2M	9660	1.22%	SOLE
18	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$4.1M	86605	1.20%	SOLE
19	VANGUARD INDEX FDS	SMALL CP ETF	$4.0M	15192	1.17%	SOLE
20	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.9M	127118	1.15%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.9M	20308	1.14%	SOLE
22	JPMORGAN CHASE & CO	COM	$3.7M	12663	1.09%	SOLE
23	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$3.6M	174016	1.07%	SOLE
24	ISHARES TR	MSCI USA MIN VOL	$3.6M	39254	1.07%	SOLE
25	PGIM ETF TR	PGIM ULTRA SH BD	$3.6M	73014	1.06%	SOLE
26	DIMENSIONAL ETF TRUST	SHORT DURATION F	$3.2M	67150	0.94%	SOLE
27	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$3.2M	58441	0.93%	SOLE
28	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$3.0M	90246	0.89%	SOLE
29	ISHARES TR	MSCI USA QLT FCT	$3.0M	15782	0.89%	SOLE
30	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.0M	46961	0.88%	SOLE
31	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.0M	42388	0.88%	SOLE
32	CATERPILLAR INC	COM	$3.0M	4217	0.88%	SOLE
33	VALUED ADVISERS TR	REGAN FLTG RATE	$2.9M	112102	0.84%	SOLE
34	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$2.6M	106161	0.77%	SOLE
35	FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$2.6M	64422	0.77%	SOLE
36	ISHARES SILVER TR	ISHARES	$2.6M	37969	0.76%	SOLE
37	BROADCOM INC	COM	$2.5M	8149	0.74%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	5059	0.71%	SOLE
39	VANGUARD INDEX FDS	VALUE ETF	$2.4M	12266	0.71%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.2M	42710	0.63%	SOLE
41	AMAZON COM INC	COM	$2.0M	9467	0.58%	SOLE
42	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.0M	3171	0.57%	SOLE
43	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.9M	33908	0.56%	SOLE
44	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$1.9M	26459	0.56%	SOLE
45	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	3148	0.55%	SOLE
46	CAPITAL GROUP NEW GEOGRAPHY	SHS	$1.9M	59590	0.55%	SOLE
47	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.8M	46006	0.53%	SOLE
48	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2720	0.52%	SOLE
49	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.7M	54291	0.51%	SOLE
50	BLACKSTONE INC	COM	$1.7M	15078	0.51%	SOLE

1–50 of 262

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.