ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Institutional manager (13F) · CIK 1018561

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $637M

#	Issuer	Value	Shares
1	ISHARES TR	$53M	536,266
2	VANGUARD TAX-MANAGED FDS	$49M	771,539
3	ISHARES GOLD TR	$43M	483,758
4	VANGUARD INDEX FDS	$42M	70,480
5	PIMCO ETF TR	$39M	1,506,547
6	SPDR SERIES TRUST	$38M	1,302,468
7	EXXON MOBIL CORP	$30M	179,187
8	AMERICAN CENTY ETF TR	$30M	274,735
9	BERKSHIRE HATHAWAY INC DEL	$28M	57,786
10	ISHARES BITCOIN TRUST ETF	$25M	658,879
11	SELECT SECTOR SPDR TR	$21M	342,067
12	FIRST MAJESTIC SILVER CORP	$19M	899,840
13	VANECK ETF TRUST	$19M	46,714
14	RBB FD INC	$18M	353,357
15	INVESCO QQQ TR	$16M	27,774
16	FRONTLINE PLC	$13M	386,264
17	SPROTT FDS TR	$13M	209,939
18	INVESCO EXCHANGE TRADED FD T	$13M	79,823
19	INTERNATIONAL SEAWAYS INC	$13M	180,365
20	DHT HOLDINGS INC	$13M	718,271
21	APPLE INC	$11M	43,786
22	SPDR SERIES TRUST	$9M	99,874
23	VANGUARD INDEX FDS	$5M	19,072
24	VANGUARD INDEX FDS	$5M	11,406
25	RBB FD INC	$5M	92,241
26	VANGUARD INDEX FDS	$4M	14,902
27	STRATEGY INC	$4M	34,065
28	SPDR SERIES TRUST	$4M	51,153
29	MARRIOTT INTL INC NEW	$4M	11,867
30	FIRST TR EXCHNG TRADED FD VI	$3M	70,860
31	LOCKHEED MARTIN CORP	$3M	5,538
32	AMERICAN CENTY ETF TR	$3M	26,869
33	META PLATFORMS INC	$3M	4,616
34	NVIDIA CORPORATION	$3M	15,047
35	SHOPIFY INC	$2M	20,516
36	SPDR INDEX SHS FDS	$2M	51,355
37	PALANTIR TECHNOLOGIES INC	$2M	15,861
38	FIRST TR EXCHNG TRADED FD VI	$2M	73,586
39	FIRST TR EXCHNG TRADED FD VI	$2M	87,337
40	DIMENSIONAL ETF TRUST	$2M	62,659
41	TESLA INC	$2M	5,646
42	BORGWARNER INC	$2M	37,593
43	FIDELITY COVINGTON TRUST	$2M	9,251
44	ALPHABET INC	$2M	6,544
45	MICROSOFT CORP	$2M	4,977
46	AES CORP	$2M	129,820
47	BONDBLOXX ETF TRUST	$2M	36,260
48	VANGUARD INDEX FDS	$2M	8,809
49	ARCOS DORADOS HLDGS INC	$2M	218,167
50	ISHARES TR	$2M	2,478

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.