Universe · entity
Acorn Wealth Advisors, LLC
Institutional manager (13F) · CIK 1730610
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $227M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $22M | 557,655 |
| 2 | VANGUARD BD INDEX FDS | $20M | 274,366 |
| 3 | SCHWAB STRATEGIC TR | $13M | 409,269 |
| 4 | VANECK ETF TRUST | $9M | 89,402 |
| 5 | SCHWAB STRATEGIC TR | $8M | 281,497 |
| 6 | VANGUARD SPECIALIZED FUNDS | $7M | 31,587 |
| 7 | DIMENSIONAL ETF TRUST | $6M | 176,484 |
| 8 | DIMENSIONAL ETF TRUST | $6M | 145,216 |
| 9 | MICROSOFT CORP | $6M | 16,512 |
| 10 | SELECT SECTOR SPDR TR | $6M | 43,615 |
| 11 | APPLE INC | $6M | 22,055 |
| 12 | DIMENSIONAL ETF TRUST | $5M | 145,925 |
| 13 | CAPITAL GROUP INTERNATIONAL | $5M | 156,207 |
| 14 | VANGUARD INDEX FDS | $5M | 15,836 |
| 15 | NVIDIA CORPORATION | $5M | 27,422 |
| 16 | MORGAN STANLEY ETF TRUST | $4M | 83,135 |
| 17 | SPDR GOLD TR | $4M | 9,660 |
| 18 | J P MORGAN EXCHANGE TRADED F | $4M | 86,605 |
| 19 | VANGUARD INDEX FDS | $4M | 15,192 |
| 20 | SCHWAB STRATEGIC TR | $4M | 127,118 |
| 21 | INVESCO EXCHANGE TRADED FD T | $4M | 20,308 |
| 22 | JPMORGAN CHASE & CO | $4M | 12,663 |
| 23 | FIRST TR EXCHANGE-TRADED FD | $4M | 174,016 |
| 24 | ISHARES TR | $4M | 39,254 |
| 25 | PGIM ETF TR | $4M | 73,014 |
| 26 | DIMENSIONAL ETF TRUST | $3M | 67,150 |
| 27 | DIMENSIONAL ETF TRUST | $3M | 58,441 |
| 28 | FIRST TR EXCHNG TRADED FD VI | $3M | 90,246 |
| 29 | ISHARES TR | $3M | 15,782 |
| 30 | VANGUARD TAX-MANAGED FDS | $3M | 46,961 |
| 31 | DIMENSIONAL ETF TRUST | $3M | 42,388 |
| 32 | CATERPILLAR INC | $3M | 4,217 |
| 33 | VALUED ADVISERS TR | $3M | 112,102 |
| 34 | FIRST TR EXCHNG TRADED FD VI | $3M | 106,161 |
| 35 | FIRST TR EXCHANGE-TRADED FD | $3M | 64,422 |
| 36 | ISHARES SILVER TR | $3M | 37,969 |
| 37 | BROADCOM INC | $3M | 8,149 |
| 38 | BERKSHIRE HATHAWAY INC DEL | $2M | 5,059 |
| 39 | VANGUARD INDEX FDS | $2M | 12,266 |
| 40 | J P MORGAN EXCHANGE TRADED F | $2M | 42,710 |
| 41 | AMAZON COM INC | $2M | 9,467 |
| 42 | STATE STR SPDR S&P MIDCAP 40 | $2M | 3,171 |
| 43 | J P MORGAN EXCHANGE TRADED F | $2M | 33,908 |
| 44 | ABRDN SILVER ETF TRUST | $2M | 26,459 |
| 45 | CAPITAL GROUP NEW GEOGRAPHY | $2M | 59,590 |
| 46 | VANGUARD INDEX FDS | $2M | 3,148 |
| 47 | DIMENSIONAL ETF TRUST | $2M | 46,006 |
| 48 | STATE STR SPDR S&P 500 ETF T | $2M | 2,720 |
| 49 | DIMENSIONAL ETF TRUST | $2M | 54,291 |
| 50 | BLACKSTONE INC | $2M | 15,078 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.