Acorn Wealth Advisors, LLC

Q3 2025 13F Holdings

  • Location
    grand blanc, MI
  • Num holdings

    281

  • Value ($000)

    $319,085

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001730610
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$18.26M
6 %

245,569

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$11.77M
4 %

431,302

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$9.65M
3 %

250,185

M
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$9.54M
3 %

96,286

M
MSFT

MICROSOFT CORP

COM
594918104
$8.44M
3 %

16,295

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$6.85M
2 %

214,624

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$6.80M
2 %

159,070

A
AAPL

APPLE INC

COM
037833100
$6.46M
2 %

25,371

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$6.32M
2 %

22,436

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$6.12M
2 %

28,363

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