Acorn Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001730610
Type: FundHoldings: 231Value: $240.2MLatest: 2025Q1

Acorn Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 231 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-01
Total Holdings
231
Total Value
240214033
Accession Number
0001104659-25-043180
Form Type
13F-HR
Manager Name
Acorn-Wealth-Advisors
Data Enrichment
56% identified
129 identified102 unidentified

Holdings

231 positions • $240.2M total value
Manager:
Search and click to pin securities to the top
Page 1 of 12
921937835
Shares:250.5K
Value:$18.4M
% of Portfolio:7.7% ($18.4M/$240.2M)
808524797
Shares:426.5K
Value:$11.9M
% of Portfolio:5.0% ($11.9M/$240.2M)
92189F643
Shares:95.9K
Value:$8.4M
% of Portfolio:3.5% ($8.4M/$240.2M)
25434V872
Shares:147.4K
Value:$6.2M
% of Portfolio:2.6% ($6.2M/$240.2M)
MICROSOFT CORP
Shares:16.0K
Value:$6.0M
% of Portfolio:2.5% ($6.0M/$240.2M)
921908844
Shares:27.7K
Value:$5.4M
% of Portfolio:2.2% ($5.4M/$240.2M)
25434V708
Shares:146.5K
Value:$4.8M
% of Portfolio:2.0% ($4.8M/$240.2M)
81369Y803
Shares:22.8K
Value:$4.7M
% of Portfolio:2.0% ($4.7M/$240.2M)
46429B697
Shares:46.1K
Value:$4.3M
% of Portfolio:1.8% ($4.3M/$240.2M)
Apple Inc.
Shares:19.2K
Value:$4.3M
% of Portfolio:1.8% ($4.3M/$240.2M)
69344A107
Shares:84.2K
Value:$4.2M
% of Portfolio:1.7% ($4.2M/$240.2M)
25434V583
Shares:73.1K
Value:$3.9M
% of Portfolio:1.6% ($3.9M/$240.2M)
808524508
Shares:139.1K
Value:$3.6M
% of Portfolio:1.5% ($3.6M/$240.2M)
92204A504
Shares:13.4K
Value:$3.5M
% of Portfolio:1.5% ($3.5M/$240.2M)
25434V864
Shares:74.3K
Value:$3.5M
% of Portfolio:1.5% ($3.5M/$240.2M)
33740F755
Shares:116.8K
Value:$3.5M
% of Portfolio:1.4% ($3.5M/$240.2M)
46137V357
Shares:19.3K
Value:$3.3M
% of Portfolio:1.4% ($3.3M/$240.2M)
JPMORGAN CHASE & CO
Shares:12.5K
Value:$3.1M
% of Portfolio:1.3% ($3.1M/$240.2M)
922908751
Shares:13.3K
Value:$2.9M
% of Portfolio:1.2% ($2.9M/$240.2M)
25434V401
Shares:45.3K
Value:$2.7M
% of Portfolio:1.1% ($2.7M/$240.2M)