ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q2 2025 13F Holdings
- Locationreston, VA
- Num holdings
199
- Value ($000)
$609,907
- Date Filed07/28/2025
- Form type13F-HR
- CIK0001018561
- 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 |
|---|---|---|---|---|---|---|---|
XBIL RBB FD INC | US TRSRY 6 MNTH | 74933W460 | $58.73M | 10 % | 1,171,132 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $58.50M | 10 % | 102,983 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $38.87M | 6 % | 391,858 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $37.56M | 6 % | 658,888 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $33.10M | 5 % | 540,834 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $32.15M | 5 % | 135,675 | ||
KRE SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 | $28.47M | 5 % | 972,120 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $25.61M | 4 % | 58,419 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $23.62M | 4 % | 378,844 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $23.61M | 4 % | 259,148 |
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