DOSSIER · 13F-HR · Q1 2026

Acorn Wealth Advisors, LLC

$343M in tracked AUM across 264 positions as of Q1 2026.

AW
CIK 0001730610 · last filed Mar 31, 2026
Total AUM
$343M
as of Q1 2026
Holdings
264
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Acorn Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$22M558K6.3%
02
BND
VANGUARD BD INDEX FDS
$20M274K5.9%
03
SCHD
SCHWAB STRATEGIC TR
$13M409K3.7%
04
MOAT
VANECK ETF TRUST
$9M89K2.5%
05
SCHG
SCHWAB STRATEGIC TR
$8M281K2.4%
06
VIG
VANGUARD SPECIALIZED FUNDS
$7M32K2.0%
07
DFSV
DIMENSIONAL ETF TRUST
$6M176K1.8%
08
DFCF
DIMENSIONAL ETF TRUST
$6M145K1.8%
09
MSFT
MICROSOFT CORP
$6M17K1.8%
10
XLK
SELECT SECTOR SPDR TR
$6M44K1.7%

Filing history

2026Q1Mar 31
$343M 2.2%
264 positionsView →
2025Q4Dec 31
$336M 5.2%
268 positionsView →
2025Q3Sep 30
$319M 18.7%
281 positionsView →
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
2023Q3Sep 30
$150M 2.5%
182 positionsLocked
2023Q2Jun 30
$147M 8.2%
173 positionsLocked
Showing 12 of 32