DOSSIER · 13F-HR · Q3 2026

Acorn Wealth Advisors, LLC

$407M in tracked AUM across 303 positions as of Q3 2026.

AW
CIK 0001730610 · last filed Sep 30, 2026
Total AUM
$407M
as of Q3 2026
Holdings
303
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Acorn Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$31M704K7.7%
02
BND
VANGUARD BD INDEX FDS
$18M261K4.5%
03
SCHD
SCHWAB STRATEGIC TR
$14M417K3.3%
04
SCHG
SCHWAB STRATEGIC TR
$12M332K2.9%
05
MSFT
MICROSOFT CORP
$9M17K2.2%
06
XLK
SELECT SECTOR SPDR TR
$8M43K2.1%
07
VIG
VANGUARD SPECIALIZED FUNDS
$8M33K1.9%
08
AAPL
APPLE INC
$7M22K1.8%
09
CGIC
CAPITAL GROUP INTERNATIONAL
$7M201K1.8%
10
DFCF
DIMENSIONAL ETF TRUST
$6M157K1.5%

Filing history

2026Q3Sep 30
$407M▼ 0.8%
303 positionsView →
2026Q2Jun 30
$410M▲ 19.6%
303 positionsView →
2026Q1Mar 31
$343M▲ 2.2%
264 positionsView →
2025Q4Dec 31
$336M▲ 5.2%
268 positionsView →
2025Q3Sep 30
$319M▲ 18.7%
281 positionsLocked
2025Q2Jun 30
$269M▲ 11.9%
251 positionsLocked
2025Q1Mar 31
$240M▼ 0.8%
231 positionsLocked
2024Q4Dec 31
$242M▲ 4.1%
235 positionsLocked
2024Q3Sep 30
$233M▲ 15.0%
227 positionsLocked
2024Q2Jun 30
$202M▲ 5.6%
204 positionsLocked
2024Q1Mar 31
$192M▲ 13.6%
202 positionsLocked
2023Q4Dec 31
$169M▲ 12.3%
186 positionsLocked
Showing 12 of 34