Acorn Wealth Advisors Portfolio holdings
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.93M |
| 2 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$2.77M |
| 3 |
Broadcom
AVGO
|
+$1.99M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.67M |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
+$1.56M |
Top Sells
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.6M |
| 2 |
Vanguard Health Care ETF
VHT
|
+$896K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$539K |
| 4 |
VanEck Morningstar SMID Moat ETF
SMOT
|
+$371K |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$371K |
Sector Composition
| 1 | Technology | 8.64% |
| 2 | Financials | 3.92% |
| 3 | Industrials | 2.7% |
| 4 | Consumer Discretionary | 2.28% |
| 5 | Communication Services | 1.64% |
Similar funds
Acorn Wealth Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Acorn Wealth Advisors held 290 positions worth $319M, up 19% from $269M the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Acorn Wealth Advisors deployed $34.1M of net new capital in Q3 2025, opening 39 new positions and adding to 148 existing holdings. Its largest new stake was Eaton Vance Total Return Bond ETF: 54,244 shares worth $2.79M.
By sector, the portfolio is most concentrated in Technology at 8.6% of assets, up from 7.2% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was JPMorgan Core Plus Bond ETF, an estimated $1.6M trimmed.
- Acorn Wealth Advisors's largest Q3 2025 buy was Eaton Vance Total Return Bond ETF: 54,244 shares worth $2.79M.
- Acorn Wealth Advisors added most to Dimensional US Core Equity 2 ETF in Q3 2025, an estimated $2.93M increase.
- Acorn Wealth Advisors's biggest Q3 2025 reduction was JPMorgan Core Plus Bond ETF, cutting an estimated $1.6M.
- Acorn Wealth Advisors fully exited State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2025, selling an estimated $371K.
- Acorn Wealth Advisors's ten largest holdings make up 28% of its $319M portfolio in Q3 2025.
- Acorn Wealth Advisors opened 39 new positions and closed 9 in Q3 2025.
- Acorn Wealth Advisors's portfolio value rose 19% quarter-over-quarter to $319M.
Based on Acorn Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.