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AA

Acorns Advisers Portfolio holdings

AUM $13.5B
1-Year Est. Return 15.15%
This Fund
S&P 500
This Quarter Est. Return
-1.27%
1 Year Est. Return
+15.15%
3 Year Est. Return
+39.91%
5 Year Est. Return
+35.2%
10 Year Est. Return
–
AUM
$10.4B
AUM Growth
+$108M
Cap. Flow
+$269M
Cap. Flow %
2.58%
Top 10 Hldgs %
95.45%
Holding
73
New
3
Increased
66
Reduced
4
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$162M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$28.4M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$27.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$16.5M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$11.4M

Top Sells

Rank Stock Value
1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$22.6M
2
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$3.18M
3
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$201K
4
V icon
Visa
V
+$7.11K

Sector Composition

Rank Sector Weight
1 Technology 0.21%
2 Consumer Discretionary 0.12%
3 Communication Services 0.04%
4 Financials 0.03%
5 Consumer Staples 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.44T
$4.71M 0.05%
24,778
+4,185
+20% +$908K
MSFT icon
27
Microsoft
MSFT
$2.9T
$2.98M 0.03%
7,925
+1,256
+19% +$512K
XLK icon
28
State Street Technology Select Sector SPDR ETF
XLK
$109B
$1.91M 0.02%
18,482
+6,604
+56% +$749K
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.61M 0.02%
3,032
+144
+5% +$70K
META icon
30
Meta Platforms (Facebook)
META
$1.49T
$1.51M 0.01%
2,627
+258
+11% +$166K
COST icon
31
Costco
COST
$432B
$1.16M 0.01%
1,231
+156
+15% +$152K
AMD icon
32
Advanced Micro Devices
AMD
$700B
$1.08M 0.01%
10,532
+2,835
+37% +$315K
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.11T
$1.08M 0.01%
6,886
+1,103
+19% +$202K
LLY icon
34
Eli Lilly
LLY
$1.08T
$1.02M 0.01%
1,239
+107
+9% +$89K
JEPI icon
35
JPMorgan Equity Premium Income ETF
JEPI
$45.5B
$922K 0.01%
16,138
+3,125
+24% +$182K
XOM icon
36
ExxonMobil
XOM
$650B
$833K 0.01%
7,006
+1,615
+30% +$179K
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.12T
$746K 0.01%
4,826
+814
+20% +$148K
WMT icon
38
Walmart Inc
WMT
$909B
$725K 0.01%
8,256
+787
+11% +$73.8K
AVGO icon
39
Broadcom
AVGO
$1.76T
$701K 0.01%
4,184
+818
+24% +$173K
XLE icon
40
State Street Energy Select Sector SPDR ETF
XLE
$39B
$656K 0.01%
14,042
+3,446
+33% +$155K
NFLX icon
41
Netflix
NFLX
$307B
$580K 0.01%
6,220
+390
+7% +$37.1K
KO icon
42
Coca-Cola
KO
$383B
$556K 0.01%
7,768
+284
+4% +$19K
HD icon
43
Home Depot
HD
$337B
$547K 0.01%
1,492
+322
+28% +$125K
CVX icon
44
Chevron
CVX
$382B
$542K 0.01%
3,242
+607
+23% +$95K
INTC icon
45
Intel
INTC
$413B
$521K 0.01%
22,940
+2,025
+10% +$44.3K
GEV icon
46
GE Vernova
GEV
$240B
$452K ﹤0.01%
1,479
+428
+41% +$149K
GE icon
47
GE Aerospace
GE
$364B
$441K ﹤0.01%
2,201
+106
+5% +$20.9K
XLF icon
48
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$418K ﹤0.01%
8,384
+2,450
+41% +$123K
BLK icon
49
Blackrock
BLK
$167B
$403K ﹤0.01%
426
+48
+13% +$47K
DIS icon
50
Walt Disney
DIS
$171B
$391K ﹤0.01%
3,958
+132
+3% +$14.2K
1
2
3

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WA
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PMAM
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CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
MGIA
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EPFB
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SA
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Acorns Advisers's Q1 2025 Portfolio in Review

As of Q1 2025, Acorns Advisers held 73 positions worth $10.4B, up 1% from $10.3B the previous quarter. Its ten largest holdings account for 95% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.1%. Acorns Advisers opened 3 new positions and made no exits, leaving the 73-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 0.21% of assets, up from 0.21% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Acorns Advisers's largest Q1 2025 buy was Johnson & Johnson: 1,586 shares worth $263K.
  • Acorns Advisers added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $162M increase.
  • Acorns Advisers's biggest Q1 2025 reduction was iShares Core MSCI Total International Stock ETF, cutting an estimated $22.6M.
  • Acorns Advisers's ten largest holdings make up 95% of its $10.4B portfolio in Q1 2025.
  • Acorns Advisers opened 3 new positions and closed 0 in Q1 2025.
  • Acorns Advisers's portfolio value rose 1% quarter-over-quarter to $10.4B.

Based on Acorns Advisers's 13F filing for Q1 2025, filed 20 May 2025.