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ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Q2 2026 13F Holdings

  • Location
    reston, VA
  • Num holdings

    223

  • Value ($000)

    $753,482

  • Date Filed
    07/20/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$56.17M
8 %

567,447

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$52.5M
7 %

736,827

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$42.88M
6 %

1,616,850

K
KRE

SPDR SERIES TRUST

ST SHO TREAS ETF
78468R101
$41.72M
6 %

1,438,245

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$37.79M
5 %

500,409

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$30.54M
4 %

61,023

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$29.93M
4 %

43,580

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$29.85M
4 %

239,298

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$28.27M
4 %

849,344

L
LLY

ELI LILLY & CO

COM
532457108
$27.6M
4 %

23,012

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