Acorn Wealth Advisors, LLC
All 13F Filings
- Location
- Grand Blanc, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 343,002
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 264 | 343,002 | 13F-HR | Acorn Wealth Advisors, LLC |
| Q4 2025 | 2/10/2026 | 268 | 335,679 | 13F-HR | Acorn Wealth Advisors, LLC |
| Q3 2025 | 10/31/2025 | 281 | 319,085 | 13F-HR | Acorn Wealth Advisors, LLC |
| Q2 2025 | 8/14/2025 | 251 | 268,825 | 13F-HR | Acorn Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.6 K | 29.9% | 0 | 171.6 K | -171.6 K |
| ETFs | 238.3 K | 69.5% | 179.8 K | 0 | 179.8 K |
| Debt | 2.093 K | 0.6% | 0 | 29 | -29 |
| Other | 0 | 0.0% | 0 | 852 | -852 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
343,002
Holdings
264
QoQ value change ($000)
7,323
(2.2%)
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.