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Portfolio (Quarterly) Guide ↗

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

· CIK 0001018561
13F Portfolio $753M AUM 223 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 62 Added 104 Reduced 10 Exited
Page 4 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FNCL FIDELITY COVINGTON TRUST 17,773.0 $1.4M 0.18% +3K +22.4% $76.56 +7.0%
62 SHOP SHOPIFY INC Technology 11,823.0 $1.3M 0.18% -9K -42.4% $114.18 +30.1%
63 BAI BLACKROCK ETF TRUST 25,029.0 $1.3M 0.17% NEW $52.72 -16.6%
64 AMD ADVANCED MICRO DEVICES INC Technology 2,201.0 $1.3M 0.17% -378.0 -14.7% $580.91 -20.0%
65 XHLF BONDBLOXX ETF TRUST 25,329.0 $1.3M 0.17% -11K -30.1% $50.30 -0.1%
66 DXCM DEXCOM INC Healthcare 18,798.0 $1.3M 0.17% -1K -6.6% $67.35 +35.2%
67 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,675.0 $1.3M 0.17% -386.0 -18.7% $746.88 +2.5%
68 MRK MERCK & CO INC Healthcare 9,615.0 $1.2M 0.16% -78.0 -0.8% $128.50 +20.0%
69 PENN PENN ENTERTAINMENT INC Consumer Cyclical 57,772.0 $1.2M 0.16% -4K -6.5% $21.36 -13.4%
70 VYMI VANGUARD WHITEHALL FDS 12,524.0 $1.2M 0.16% +4K +40.3% $98.20 +7.1%
71 XLY SELECT SECTOR SPDR TR 10,401.0 $1.2M 0.16% +1K +12.6% $117.28 +0.8%
72 VV VANGUARD INDEX FDS 3,447.0 $1.2M 0.16% -69.0 -2.0% $343.95 +2.5%
73 CACI CACI INTL INC Technology 2,517.0 $1.2M 0.15% $463.26 +40.2%
74 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 32,125.0 $1.2M 0.15% -3K -8.6% $36.20 -24.8%
75 SPHY SPDR SERIES TRUST 49,358.0 $1.2M 0.15% +6K +15.0% $23.44 -0.6%
76 XLK SELECT SECTOR SPDR TR 6,064.0 $1.2M 0.15% $190.52 -4.2%
77 XLI SELECT SECTOR SPDR TR 6,131.0 $1.1M 0.15% +388.0 +6.8% $185.24 -2.8%
78 VBR VANGUARD INDEX FDS 4,616.0 $1.1M 0.15% -210.0 -4.3% $242.97 +2.6%
79 BEN FRANKLIN RESOURCES INC Financial Services 32,731.0 $1.1M 0.14% +9K +35.5% $33.27 +3.6%
80 SRVR PACER FDS TR 31,885.0 $1.0M 0.13% -277.0 -0.9% $31.77 -0.2%
Page 4 of 12  ·  223 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 30.5%
Technology 27.4%
Healthcare 10.9%
Basic Materials 9.2%
Industrials 8.6%
Consumer Cyclical 8.3%
Communication Services 2.1%
Utilities 1.5%
Real Estate 0.7%
Consumer Defensive 0.5%