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ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Q1 2026 13F Holdings

  • Location
    reston, VA
  • Num holdings

    215

  • Value ($000)

    $729,824

  • Date Filed
    04/24/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$53.24M
7 %

536,266

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$49.44M
7 %

771,539

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$42.65M
6 %

483,758

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$42.12M
6 %

70,480

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$39.47M
5 %

1,506,547

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R101
$38.01M
5 %

1,302,468

X
XOM

EXXON MOBIL CORP

COM
30231G102
$30.4M
4 %

179,187

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$30.35M
4 %

274,735

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$27.69M
4 %

57,786

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$25.31M
4 %

658,879

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