ACORN FINANCIAL ADVISORY SERVICES INC /ADV - Portfolio overview

ACORN FINANCIAL ADVISORY SERVICES INC /ADV has 245 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 7.06%
2. VEA - VANGUARD TAX-MANAGED FDS, 6.56%
3. IAU - ISHARES GOLD TR, 5.66%

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

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