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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
LMT icon
51
Lockheed Martin
LMT
$134B
$391K ﹤0.01%
876
+171
+24% +$78.7K
MCD icon
52
McDonald's
MCD
$192B
$381K ﹤0.01%
1,219
+153
+14% +$45.8K
JPM icon
53
JPMorgan Chase
JPM
$935B
$379K ﹤0.01%
1,547
+100
+7% +$25.5K
ORCL icon
54
Oracle
ORCL
$374B
$379K ﹤0.01%
2,710
+1,051
+63% +$171K
XLV icon
55
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$370K ﹤0.01%
2,531
+318
+14% +$46.2K
SBUX icon
56
Starbucks
SBUX
$120B
$360K ﹤0.01%
3,670
+290
+9% +$30K
BA icon
57
Boeing
BA
$171B
$357K ﹤0.01%
2,093
+329
+19% +$56.9K
CAT icon
58
Caterpillar
CAT
$375B
$333K ﹤0.01%
1,009
+212
+27% +$75.5K
V icon
59
Visa
V
$684B
$315K ﹤0.01%
898
-21
-2% -$7.11K
NKE icon
60
Nike
NKE
$61.9B
$308K ﹤0.01%
4,846
+1,369
+39% +$101K
AMT icon
61
American Tower
AMT
$80.8B
$305K ﹤0.01%
1,401
+289
+26% +$56.7K
UNH icon
62
UnitedHealth
UNH
$376B
$286K ﹤0.01%
547
+79
+17% +$40.4K
IBM icon
63
IBM
IBM
$211B
$281K ﹤0.01%
1,131
+222
+24% +$54.3K
T icon
64
AT&T
T
$159B
$281K ﹤0.01%
9,936
+404
+4% +$10.2K
PLD icon
65
Prologis
PLD
$135B
$275K ﹤0.01%
2,464
+479
+24% +$55.4K
JNJ icon
66
Johnson & Johnson
JNJ
$618B
$263K ﹤0.01%
+1,586
New +$248K
SPGI icon
67
S&P Global
SPGI
$121B
$250K ﹤0.01%
492
+80
+19% +$40.9K
PFE icon
68
Pfizer
PFE
$143B
$239K ﹤0.01%
9,416
+893
+10% +$23.4K
AXP icon
69
American Express
AXP
$227B
$236K ﹤0.01%
876
+117
+15% +$34.6K
CRM icon
70
Salesforce
CRM
$151B
$233K ﹤0.01%
869
+189
+28% +$58.8K
UPS icon
71
United Parcel Service
UPS
$88.6B
$230K ﹤0.01%
2,087
+458
+28% +$54.8K
XLU icon
72
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$220K ﹤0.01%
+5,570
New +$218K
DUK icon
73
Duke Energy
DUK
$97.8B
$218K ﹤0.01%
+1,785
New +$203K
1 2
3

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WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
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
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

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.