StockDriftsStockDriftsTop 50 Acorn Financial Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 7.45% | 567.4K | $56.2M | +5.81%(+31.18K) | $98.54(-1.15%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.97% | 736.8K | $52.5M | -4.50%(-34.71K) | $50.07(+47.80%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 5.69% | 1.62M | $42.9M | +7.32%(+110.30K) | $26.65(-1.76%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 5.54% | 1.44M | $41.7M | +10.42%(+135.78K) | $29.65(-2.30%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 5.01% | 500.4K | $37.8M | +3.44%(+16.65K) | $59.28(+39.99%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.05% | 61.0K | $30.5M | +5.60%(+3.24K) | $485.65(+3.23%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.97% | 43.6K | $29.9M | -38.17%(-26.90K) | $401.31(+77.59%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.96% | 239.3K | $29.9M | -12.90%(-35.44K) | $73.49(+74.38%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.75% | 849.3K | $28.3M | +28.91%(+190.47K) | $47.44(-24.90%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.66% | 23.0K | $27.6M | new | $1043.03(+13.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.47% | +27.63% | +2.90% | +15.39% |
| Top 20 Holdings Unweighted | +6.01% | +19.14% | -0.72% | -3.57% |
Acorn Financial Advisory Services INC reports $753.48M in US-listed equity holdings across 223 positions in its most recent 13F filing. Its largest disclosed positions are AGG (7.5%), VEA (7.0%) and PYLD (5.7%). The top 20 holdings account for 69.39% of reported assets. Its disclosed equity book has returned +27.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Acorn Financial Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1018561). View Acorn Financial Advisory Services INC’s 13F filings on SEC