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Portfolio (Quarterly) Guide ↗

ACORN CREEK CAPITAL LLC

· CIK 0001994827
13F Portfolio $280M AUM 84 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 33 Added 30 Reduced 4 Exited
Page 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 168,545.0 $33.1M 11.80% -2K -0.9% $196.20 +10.3%
2 DFIC DIMENSIONAL ETF TRUST 900,526.0 $32.0M 11.42% -28K -3.0% $35.53 +7.1%
3 DFAS DIMENSIONAL ETF TRUST 427,711.0 $30.4M 10.86% +3K +0.6% $71.13 +13.0%
4 BIV VANGUARD BD INDEX FDS 375,206.0 $29.0M 10.34% +17K +4.7% $77.18 -0.8%
5 DFLV DIMENSIONAL ETF TRUST 791,358.0 $28.3M 10.09% $35.71 +10.4%
6 VUG VANGUARD INDEX FDS 55,805.0 $24.4M 8.70% +1K +2.3% $436.79 -80.1%
7 GLD SPDR GOLD TR Financial Services 41,179.0 $17.7M 6.33% -6K -13.3% $430.29 -10.0%
8 USFR WISDOMTREE TR 239,376.0 $12.1M 4.30% -1K -0.5% $50.34 +0.2%
9 IEFA ISHARES TR 130,642.0 $11.8M 4.22% -2K -1.7% $90.53 +7.5%
10 BNDX VANGUARD CHARLOTTE FDS 132,734.0 $6.4M 2.28% +9K +7.3% $48.05 +0.6%
11 DFIS DIMENSIONAL ETF TRUST 147,664.0 $5.0M 1.77% -16K -9.9% $33.67 +7.1%
12 VGT VANGUARD WORLD FD 6,927.0 $4.8M 1.73% -182.0 -2.6% $697.73 -82.8%
13 AAPL APPLE INC Technology 16,799.0 $4.3M 1.52% +801.0 +5.0% $253.79 +17.4%
14 NVDA NVIDIA CORPORATION Technology 17,289.0 $3.0M 1.08% $174.40 +20.8%
15 AVEM AMERICAN CENTY ETF TR 37,077.0 $3.0M 1.07% NEW $80.58 +23.7%
16 MSFT MICROSOFT CORP Technology 5,984.0 $2.2M 0.79% $370.15 +2.5%
17 AMZN AMAZON COM INC Consumer Cyclical 9,585.0 $2.0M 0.71% +334.0 +3.6% $208.26 +17.3%
18 GOOG ALPHABET INC Communication Services 6,233.0 $1.8M 0.64% +50.0 +0.8% $286.87 +28.1%
19 SMH VANECK ETF TRUST 4,031.0 $1.5M 0.55% -211.0 -5.0% $383.37 +72.1%
20 META META PLATFORMS INC Communication Services 2,026.0 $1.2M 0.41% -92.0 -4.3% $572.11 +0.9%
Page 1 of 5  ·  84 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 40.1%
Technology 22.2%
Communication Services 9.7%
Healthcare 7.7%
Consumer Cyclical 7.2%
Consumer Defensive 5.0%
Industrials 3.7%
Energy 3.2%
Utilities 0.8%
Basic Materials 0.4%