Acorn Wealth Advisors, LLC - Portfolio overview

Acorn Wealth Advisors, LLC has 299 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 6.12%
2. BND - VANGUARD BD INDEX FDS, 5.71%
3. SCHD - SCHWAB STRATEGIC TR, 3.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.