Acorn Wealth Advisors, LLC
Q2 2025 13F Holdings
- Locationgrand blanc, MI
- Num holdings
251
- Value ($000)
$268,825
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001730610
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $18.08M | 7 % | 245,499 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.75M | 4 % | 443,402 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $9.02M | 3 % | 96,121 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.78M | 3 % | 15,633 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.80M | 3 % | 160,995 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $6.15M | 2 % | 171,695 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.74M | 2 % | 28,047 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.69M | 2 % | 22,465 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.01M | 2 % | 171,358 | ||
PULS PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $4.71M | 2 % | 94,684 |
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