Acorn Wealth Advisors, LLC

All 13F Filings

Location
Grand Blanc, MI
Most recent 13F
Q2 2026
Holdings value ($000)
410,316
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 7/30/2026 303 410,316 13F-HR Acorn Wealth Advisors, LLC
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 121.3 K 29.6% 18.71 K 0 18.71 K
ETFs 286.6 K 69.8% 48.28 K 0 48.28 K
Debt 2.421 K 0.6% 328 0 328
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Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
410,316
Holdings
303
QoQ value change ($000)
67,314 (19.6%)
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.