Acorn Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ACYN
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
|
+$2.9M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.82M |
| 3 |
Global X US Infrastructure Development ETF
PAVE
|
+$1.84M |
| 4 |
State Street SPDR S&P Aerospace & Defense ETF
XAR
|
+$1.78M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$5M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.5M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$759K |
| 4 |
LQIG
State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
LQIG
|
+$743K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$529K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 78.41% |
| 2 | Technology | 7.94% |
| 3 | Industrials | 3.34% |
| 4 | Financials | 2.61% |
| 5 | Consumer Discretionary | 1.87% |
Similar funds
Acorn Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Acorn Wealth Advisors held 312 positions worth $410M, up 20% from $343M the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Acorn Wealth Advisors deployed $34.6M of net new capital in Q2 2026, opening 48 new positions and adding to 138 existing holdings. Its largest new stake was FT Vest Laddered Autocallable Barrier & Income ETF: 140,005 shares worth $2.91M.
By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, down from 79% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was VanEck Morningstar Wide Moat ETF, an estimated $5M trimmed.
- Acorn Wealth Advisors's largest Q2 2026 buy was FT Vest Laddered Autocallable Barrier & Income ETF: 140,005 shares worth $2.91M.
- Acorn Wealth Advisors added most to Dimensional US Core Equity 2 ETF in Q2 2026, an estimated $2.82M increase.
- Acorn Wealth Advisors's biggest Q2 2026 reduction was VanEck Morningstar Wide Moat ETF, cutting an estimated $5M.
- Acorn Wealth Advisors fully exited State Street SPDR MarketAxess Investment Grade 400 Corporate Bond ETF in Q2 2026, selling an estimated $743K.
- Acorn Wealth Advisors's ten largest holdings make up 28% of its $410M portfolio in Q2 2026.
- Acorn Wealth Advisors opened 48 new positions and closed 9 in Q2 2026.
- Acorn Wealth Advisors's portfolio value rose 20% quarter-over-quarter to $410M.
Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.