1y return+14.8%S&P 500 +20.9%
3y return+38.2%S&P 500 +68.5%
5y return+32.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $173 against $280 in the S&P 500.2
Acorn Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional Etf TrustCUSIP 25434V708 | $27.7M | 6.7% | +11.8% |
| BNDVanguard Bd Index Fds | $19.6M | 4.8% | −2.5% |
| SCHDSchwab Strategic Tr | $13.0M | 3.2% | |
| SCHGSchwab Strategic Tr | $11.1M | 2.7% | +16.1% |
| XLKSelect Sector Spdr Tr | $8.3M | 2.0% | |
| Dimensional Etf TrustCUSIP 25434V815 | $7.8M | 1.9% | +14.5% |
| VIGVanguard Specialized Funds | $7.6M | 1.9% | +2.1% |
| Dimensional Etf TrustCUSIP 25434V831 | $7.3M | 1.8% | +19.6% |
| DFCFDimensional Etf Trust | $6.7M | 1.6% | +8.7% |
| CGICCapital Group International | $6.3M | 1.5% | +11.6% |
| AAPLApple Inc | $6.3M | 1.5% | |
| MSFTMicrosoft Corp | $6.2M | 1.5% | +1.0% |
| VTIVanguard Index Fds | $5.9M | 1.4% | |
| NVDANvidia Corporation | $5.5M | 1.3% | |
| JCPBJ P Morgan Exchange Traded F | $5.2M | 1.3% | +28.1% |
| EVTRMorgan Stanley Etf Trust | $5.0M | 1.2% | +17.6% |
| SCHMSchwab Strategic Tr | $4.8M | 1.2% | +1.9% |
| VBVanguard Index Fds | $4.6M | 1.1% | |
| CATCaterpillar Inc | $4.6M | 1.1% | +2.8% |
| FTCBFirst Tr Exchange-traded Fd | $4.4M | 1.1% | +20.0% |
| RSPInvesco Exchange Traded Fd T | $4.3M | 1.1% | |
| GLDSpdr Gold Tr | $4.2M | 1.0% | +17.9% |
| JPMJpmorgan Chase & Co | $4.2M | 1.0% | +1.2% |
| MOATVaneck Etf Trust | $4.2M | 1.0% | −55.3% |
| DFGPDimensional Etf Trust | $4.1M | 1.0% | +28.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $5.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $4.6M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $8.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $4.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $6.3M |
| SCHGSchwab Strategic Tr | June 30, 2020 | +166.6% | $11.1M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $5.9M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $3.0M |
| QUALIshares Tr | June 30, 2020 | +128.8% | $3.4M |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $4.2M |
Sold off last quarter
- Spdr Series TrustCUSIP 78468R499 was $743K
- FSIGFirst Tr Exchange-traded Fd was $302K
- FPEFirst Tr Exch Traded Fd III was $258K
- VHTVanguard World Fd was $232K
- RSPHInvesco Exchange Traded Fd T was $230K
- AAAUGoldman Sachs Physical Gold was $219K
- TLTIshares Tr was $219K
- NFLXNetflix Inc. was $212K
- PEPPepsico Inc was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +4.8% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | −0.2% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +3.9% | +8.3% |
| March 31, 2023 | +3.2% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −13.1% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Acorn Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730610&type=13F-HR&dateb=&owner=include&count=40CIK 1730610
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730610/000110465926088536/Filed July 30, 2026 · accession 0001104659-26-088536