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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
+6.15%
1 Year Est. Return
+15.15%
3 Year Est. Return
+39.91%
5 Year Est. Return
+35.2%
10 Year Est. Return
–
AUM
$12.7B
AUM Growth
+$1.06B
Cap. Flow
+$340M
Cap. Flow %
2.68%
Top 10 Hldgs %
95.71%
Holding
99
New
14
Increased
84
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$87.5M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$77.9M
3
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$41M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$38.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$36.9M

Top Sells

Rank Stock Value
1
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$324K

Sector Composition

Rank Sector Weight
1 Technology 0.34%
2 Consumer Discretionary 0.18%
3 Communication Services 0.06%
4 Industrials 0.04%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
51
Blackrock
BLK
$170B
$683K 0.01%
586
+88
+18% +$98.4K
UNH icon
52
UnitedHealth
UNH
$383B
$661K 0.01%
1,915
+741
+63% +$224K
CAT icon
53
Caterpillar
CAT
$373B
$637K 0.01%
1,334
+139
+12% +$59.3K
JPM icon
54
JPMorgan Chase
JPM
$933B
$591K ﹤0.01%
1,874
+282
+18% +$83.9K
BA icon
55
Boeing
BA
$175B
$564K ﹤0.01%
2,614
+192
+8% +$43.3K
MCD icon
56
McDonald's
MCD
$191B
$547K ﹤0.01%
1,799
+228
+15% +$69.4K
XLV icon
57
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$543K ﹤0.01%
3,902
+705
+22% +$95.4K
DIS icon
58
Walt Disney
DIS
$167B
$523K ﹤0.01%
4,566
+414
+10% +$48.8K
SBUX icon
59
Starbucks
SBUX
$121B
$516K ﹤0.01%
6,096
+1,148
+23% +$103K
NKE icon
60
Nike
NKE
$62.7B
$472K ﹤0.01%
6,770
+193
+3% +$14.4K
IBM icon
61
IBM
IBM
$209B
$465K ﹤0.01%
1,647
+332
+25% +$86.9K
AMT icon
62
American Tower
AMT
$81.3B
$426K ﹤0.01%
2,214
+468
+27% +$97.5K
PLD icon
63
Prologis
PLD
$136B
$426K ﹤0.01%
3,718
+385
+12% +$42.3K
JNJ icon
64
Johnson & Johnson
JNJ
$617B
$415K ﹤0.01%
2,239
+212
+10% +$36.3K
V icon
65
Visa
V
$673B
$412K ﹤0.01%
1,207
+173
+17% +$59.9K
XLU icon
66
State Street Utilities Select Sector SPDR ETF
XLU
$23B
$405K ﹤0.01%
9,292
+2,176
+31% +$92K
PFE icon
67
Pfizer
PFE
$142B
$369K ﹤0.01%
14,492
+1,989
+16% +$49.1K
DUK icon
68
Duke Energy
DUK
$98.4B
$366K ﹤0.01%
2,955
+490
+20% +$59.5K
AXP icon
69
American Express
AXP
$228B
$355K ﹤0.01%
1,070
+104
+11% +$33.1K
XLI icon
70
State Street Industrial Select Sector SPDR ETF
XLI
$32.5B
$354K ﹤0.01%
2,297
+518
+29% +$78.5K
SPGI icon
71
S&P Global
SPGI
$122B
$344K ﹤0.01%
706
+123
+21% +$65.9K
XLC icon
72
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$334K ﹤0.01%
2,823
+331
+13% +$36.8K
T icon
73
AT&T
T
$159B
$316K ﹤0.01%
11,191
+1,138
+11% +$32.3K
UPS icon
74
United Parcel Service
UPS
$89.5B
$313K ﹤0.01%
3,749
+930
+33% +$84.2K
SO icon
75
Southern Company
SO
$106B
$310K ﹤0.01%
3,271
+586
+22% +$54.7K
1 2
3
4

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Acorns Advisers held 99 positions worth $12.7B, up 9.1% from $11.7B the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Acorns Advisers's Q3 2025 filing shows 14 new, 84 increased and 1 reduced positions. Its largest new stake was State Street SPDR S&P Retail ETF: 2,940 shares worth $253K. The largest sale was iShares ESG Aware MSCI EM ETF, an estimated $324K.

By sector, the portfolio is most concentrated in Technology at 0.34% of assets, up from 0.28% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Acorns Advisers's largest Q3 2025 buy was State Street SPDR S&P Retail ETF: 2,940 shares worth $253K.
  • Acorns Advisers added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $87.5M increase.
  • Acorns Advisers's biggest Q3 2025 reduction was iShares ESG Aware MSCI EM ETF, cutting an estimated $324K.
  • Acorns Advisers's ten largest holdings make up 96% of its $12.7B portfolio in Q3 2025.
  • Acorns Advisers opened 14 new positions and closed 0 in Q3 2025.
  • Acorns Advisers's portfolio value rose 9.1% quarter-over-quarter to $12.7B.

Based on Acorns Advisers's 13F filing for Q3 2025, filed 13 Nov 2025.