ACORN FINANCIAL ADVISORY SERVICES INC /ADV

All 13F Filings

Location
Reston, VA
Most recent 13F
Q2 2026
Holdings value ($000)
753,482
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/20/2026 223 753,482 13F-HR ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q1 2026 4/24/2026 215 729,824 13F-HR ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q4 2025 2/3/2026 215 677,597 13F-HR ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q3 2025 10/24/2025 207 651,751 13F-HR ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q2 2025 7/28/2025 199 609,907 13F-HR ACORN FINANCIAL ADVISORY SERVICES INC /ADV
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 289.6 K 38.4% 27.92 K 0 27.92 K
ETFs 462.9 K 61.4% 0 4.474 K -4.474 K
Debt 1.021 K 0.1% 211 0 211
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Fund Snapshot

Q2 2026
Latest filed
7/20/2026
Total value ($000)
753,482
Holdings
223
QoQ value change ($000)
23,658 (3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.