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Filers›Holding Co.›Acorn Wealth Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Acorn Wealth Advisors, LLC

Acorn Wealth's holding co. based in Stamford, CT — $343M in tracked AUM across 264 positions as of Q1 2026.

AW
Acorn Wealth·Stamford, CT·Holding Co.
CIK 0001730610 · last filed Mar 31, 2026
Total AUM
$343M
▲ 1.5%
vs prior
Holdings
264
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
18% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Acorn
haiku-4-5 · 264 positions indexed
Sector mix
  • Health Care18%
  • Cons. Disc.9%
  • Communications19%
  • Industrials5%
  • Energy7%
  • Other42%
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