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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
+8.46%
1 Year Est. Return
+15.15%
3 Year Est. Return
+39.91%
5 Year Est. Return
+35.2%
10 Year Est. Return
–
AUM
$11.7B
AUM Growth
+$1.23B
Cap. Flow
+$347M
Cap. Flow %
2.98%
Top 10 Hldgs %
95.69%
Holding
85
New
12
Increased
66
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$210M
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$83.1M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$47.7M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$15.6M

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$73.4M
2
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$34.9M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.89M
4
MBB icon
iShares MBS ETF
MBB
+$3.81M
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$3.19M

Sector Composition

Rank Sector Weight
1 Technology 0.28%
2 Consumer Discretionary 0.15%
3 Communication Services 0.05%
4 Financials 0.03%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
51
Walt Disney
DIS
$172B
$515K ﹤0.01%
4,152
+194
+5% +$20.2K
BA icon
52
Boeing
BA
$175B
$507K ﹤0.01%
2,422
+329
+16% +$62.1K
LMT icon
53
Lockheed Martin
LMT
$134B
$505K ﹤0.01%
1,090
+214
+24% +$100K
NKE icon
54
Nike
NKE
$63.9B
$467K ﹤0.01%
6,577
+1,731
+36% +$104K
CAT icon
55
Caterpillar
CAT
$387B
$464K ﹤0.01%
1,195
+186
+18% +$62K
JPM icon
56
JPMorgan Chase
JPM
$950B
$462K ﹤0.01%
1,592
+45
+3% +$11.5K
MCD icon
57
McDonald's
MCD
$194B
$459K ﹤0.01%
1,571
+352
+29% +$109K
SBUX icon
58
Starbucks
SBUX
$118B
$453K ﹤0.01%
4,948
+1,278
+35% +$111K
XLV icon
59
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$431K ﹤0.01%
3,197
+666
+26% +$89.9K
IBM icon
60
IBM
IBM
$214B
$388K ﹤0.01%
1,315
+184
+16% +$47.4K
AMT icon
61
American Tower
AMT
$79.9B
$386K ﹤0.01%
1,746
+345
+25% +$74.5K
V icon
62
Visa
V
$697B
$367K ﹤0.01%
1,034
+136
+15% +$47.4K
UNH icon
63
UnitedHealth
UNH
$389B
$366K ﹤0.01%
1,174
+627
+115% +$240K
PLD icon
64
Prologis
PLD
$137B
$350K ﹤0.01%
3,333
+869
+35% +$91.1K
JNJ icon
65
Johnson & Johnson
JNJ
$643B
$310K ﹤0.01%
2,027
+441
+28% +$67.8K
AXP icon
66
American Express
AXP
$227B
$308K ﹤0.01%
966
+90
+10% +$25.3K
SPGI icon
67
S&P Global
SPGI
$126B
$307K ﹤0.01%
583
+91
+18% +$45.4K
PFE icon
68
Pfizer
PFE
$144B
$303K ﹤0.01%
12,503
+3,087
+33% +$72K
DUK icon
69
Duke Energy
DUK
$101B
$291K ﹤0.01%
2,465
+680
+38% +$80.2K
T icon
70
AT&T
T
$169B
$291K ﹤0.01%
10,053
+117
+1% +$3.22K
XLU icon
71
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$291K ﹤0.01%
7,116
+1,546
+28% +$61.6K
CRM icon
72
Salesforce
CRM
$149B
$290K ﹤0.01%
1,062
+193
+22% +$51.6K
UPS icon
73
United Parcel Service
UPS
$89.7B
$285K ﹤0.01%
2,819
+732
+35% +$72K
XLC icon
74
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$270K ﹤0.01%
+2,492
New +$245K
XLI icon
75
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$262K ﹤0.01%
+1,779
New +$243K
1 2
3
4

Similar funds

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 Q2 2025 Portfolio in Review

As of Q2 2025, Acorns Advisers held 85 positions worth $11.7B, up 12% from $10.4B the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Acorns Advisers's Q2 2025 filing shows 12 new, 66 increased and 7 reduced positions. Its largest new stake was State Street Communication Services Select Sector SPDR ETF: 2,492 shares worth $270K. The largest sale was iShares Core US Aggregate Bond ETF, an estimated $73.4M.

By sector, the portfolio is most concentrated in Technology at 0.28% of assets, up from 0.21% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Acorns Advisers's largest Q2 2025 buy was State Street Communication Services Select Sector SPDR ETF: 2,492 shares worth $270K.
  • Acorns Advisers added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $210M increase.
  • Acorns Advisers's biggest Q2 2025 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $73.4M.
  • Acorns Advisers's ten largest holdings make up 96% of its $11.7B portfolio in Q2 2025.
  • Acorns Advisers opened 12 new positions and closed 0 in Q2 2025.
  • Acorns Advisers's portfolio value rose 12% quarter-over-quarter to $11.7B.

Based on Acorns Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.