Acorn Wealth Advisors, LLC
All 13F Filings
- Location
- Grand Blanc, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 335,679
- 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 |
|---|---|---|---|---|---|
| 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 | 274.2 K | 81.7% | 15.01 K | 0 | 15.01 K |
| ETFs | 58.54 K | 17.4% | 2.147 K | 0 | 2.147 K |
| Debt | 2.122 K | 0.6% | 0 | 62 | -62 |
| Other | 852 | 0.3% | 0 | 296 | -296 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
335,679
Holdings
268
QoQ value change ($000)
16,594
(5.2%)
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.