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Portfolio (Quarterly) Guide ↗

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

· CIK 0001018561
13F Portfolio $730M AUM 215 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 45 Added 98 Reduced 24 Exited
Page 2 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 43,786.0 $11.1M 1.52% -6K -11.5% $253.79 +20.2%
22 BIL SPDR SERIES TRUST 99,874.0 $9.2M 1.25% -194K -66.0% $91.64 -0.1%
23 VB VANGUARD INDEX FDS 19,072.0 $5.0M 0.68% -119K -86.2% $261.91 +9.4%
24 VUG VANGUARD INDEX FDS 11,406.0 $5.0M 0.68% -41K -78.2% $436.80 -80.0%
25 OBIL RBB FD INC 92,241.0 $4.6M 0.63% +30K +49.3% $50.08 +0.1%
26 VO VANGUARD INDEX FDS 14,902.0 $4.3M 0.59% -552.0 -3.6% $287.18 -73.0%
27 MSTR STRATEGY INC Technology 34,065.0 $4.3M 0.58% -4K -9.8% $124.80 +32.1%
28 SPYM SPDR SERIES TRUST 51,153.0 $3.9M 0.54% -40K -44.2% $76.54 +14.2%
29 MAR MARRIOTT INTL INC NEW Consumer Cyclical 11,867.0 $3.9M 0.53% $327.07 +13.3%
30 FOCT FIRST TR EXCHNG TRADED FD VI 70,860.0 $3.4M 0.46% -527.0 -0.7% $47.68 +8.6%
31 LMT LOCKHEED MARTIN CORP Industrials 5,538.0 $3.3M 0.46% $604.37 -13.5%
32 AVUS AMERICAN CENTY ETF TR 26,869.0 $3.0M 0.41% -132K -83.1% $111.18 +12.6%
33 META META PLATFORMS INC Communication Services 4,616.0 $2.6M 0.36% -2K -24.9% $572.13 +6.2%
34 NVDA NVIDIA CORPORATION Technology 15,047.0 $2.6M 0.36% -2K -13.2% $174.40 +25.9%
35 SHOP SHOPIFY INC Technology 20,516.0 $2.4M 0.33% -4K -17.0% $118.62 -11.5%
36 SPEM SPDR INDEX SHS FDS 51,355.0 $2.4M 0.33% +2K +3.9% $46.91 +8.9%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 15,861.0 $2.3M 0.32% $146.28 -6.2%
38 QJUN FIRST TR EXCHNG TRADED FD VI 73,586.0 $2.3M 0.32% $31.25 +7.7%
39 FIRST TR EXCHNG TRADED FD VI 87,337.0 $2.2M 0.31% -769.0 -0.9% $25.75
40 DFLV DIMENSIONAL ETF TRUST 62,659.0 $2.2M 0.31% +56K +877.8% $35.71 +7.7%
Page 2 of 11  ·  215 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.4%
Energy 26.9%
Technology 12.8%
Basic Materials 8.1%
Consumer Cyclical 6.3%
Communication Services 2.5%
Healthcare 2.5%
Industrials 2.4%
Utilities 1.6%
Real Estate 0.9%