StockDriftsStockDriftsTop 50 Acorn Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 7.69% | 704.4K | $31.3M | +12.98%(+80.91K) | $38.48(+16.62%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 4.51% | 261.4K | $18.3M | -2.29%(-6.12K) | $72.58(-2.73%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.33% | 417.2K | $13.6M | +1.44%(+5.91K) | $18.92(+80.98%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.93% | 331.7K | $11.9M | +1.44%(+4.71K) | $27.63(+28.76%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.19% | 17.4K | $8.9M | +4.32%(+721) | $165.48(+222.40%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.08% | 43.2K | $8.5M | -0.87%(-379) | $71.46(+160.24%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.87% | 32.6K | $7.6M | +1.13%(+365) | $140.95(+71.01%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.81% | 22.1K | $7.4M | +0.99%(+218) | $109.52(+213.12%) | 2026-09-30 | |
| CGIC | CAPITAL GROUP INTERNATIONAL | 1.78% | 201.3K | $7.2M | +15.51%(+27.03K) | $30.96(+13.50%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.54% | 156.6K | $6.3M | -0.79%(-1.25K) | $42.02(-3.64%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.96% | +36.60% | +5.63% | +31.51% |
| Top 20 Holdings Unweighted | +12.07% | +40.77% | +6.10% | +34.48% |
Acorn Wealth Advisors LLC reports $407.06M in US-listed equity holdings across 302 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (7.7%), BND (4.5%) and SCHD (3.3%). The top 20 holdings account for 41.77% of reported assets. Its disclosed equity book has returned +36.60% on a three-year cumulative basis. Figures reflect the Q3 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 Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730610). View Acorn Wealth Advisors LLC’s 13F filings on SEC