ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Q3 2025 13F Holdings

  • Location
    reston, VA
  • Num holdings

    207

  • Value ($000)

    $651,751

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001018561
  • 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
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$62.27M
10 %

101,678

X
XBIL

RBB FD INC

US TRSRY 6 MNTH
74933W460
$59.40M
9 %

1,183,447

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$40.62M
6 %

405,219

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$39.88M
6 %

665,605

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$36.63M
6 %

563,509

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$34.94M
5 %

137,394

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$32.78M
5 %

450,443

K
KRE

SPDR SERIES TRUST

PORTFOLIO SH TSR
78468R101
$29.47M
5 %

1,005,112

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$26.83M
4 %

55,935

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$25.99M
4 %

261,133

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