Acorn Wealth Advisors, LLC
•CIK: 1730610•Filing: Q4 2025
**Acorn Wealth Advisors, LLC** manages $336M across a diversified portfolio of 268 positions. The strategy exhibits a notable tilt toward fixed income and dividend-focused equities, evidenced by the top holdings in BND ($19.7M) and SCHD ($11.1M). Significant allocations are also directed toward sector leaders, including DFAC ($17.7M), SCHG ($8.6M), and technology names like MSFT ($7.8M) and NVDA ($6.1M). This structure suggests a blend of income generation and targeted growth exposure.
Total AUM
$335.7M
QoQ Performance
+5.3%
Positions
155
Top 10 Concentration
31.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BND
DFAC
BND5.9%
DFAC5.3%
SCHD3.3%
MOAT2.8%
SCHG2.6%
MSFT2.3%
AAPL2.0%
XLK1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.4%
Technology9.0%
Financial2.6%
Consumer2.3%
Industrial1.8%
ETF1.4%
Healthcare1.0%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
—
TIDAL TRUST II
SOLD
$404.9K
+79 more exited positions
Changes from Q3 2025
NEW3 new positions
↑85 increased
↓108 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023