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Acorn Wealth Advisors, LLC - Portfolio Stock Holdings

Acorn Wealth Advisors, LLC disclosed 311 stock positions in a recent SEC 13F filing. $410,070,713 of stock holdings were filed, with the largest holdings including DFAC, BND, and SCHD. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $561,359,388 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

311

Est. Stock Holding Value:

$410,070,713

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Acorn Wealth Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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