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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 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAS DIMENSIONAL ETF TRUST 427,711.0 $30.4M 10.86% +3K +0.6% $71.13 +13.0%
2 BIV VANGUARD BD INDEX FDS 375,206.0 $29.0M 10.34% +17K +4.7% $77.18 -0.8%
3 VUG VANGUARD INDEX FDS 55,805.0 $24.4M 8.70% +1K +2.3% $436.79 -80.1%
4 BNDX VANGUARD CHARLOTTE FDS 132,734.0 $6.4M 2.28% +9K +7.3% $48.05 +0.6%
5 AAPL APPLE INC Technology 16,799.0 $4.3M 1.52% +801.0 +5.0% $253.79 +17.4%
6 AMZN AMAZON COM INC Consumer Cyclical 9,585.0 $2.0M 0.71% +334.0 +3.6% $208.26 +17.3%
7 GOOG ALPHABET INC Communication Services 6,233.0 $1.8M 0.64% +50.0 +0.8% $286.87 +28.1%
8 GOOGL ALPHABET INC Communication Services 3,663.0 $1.1M 0.38% +288.0 +8.5% $287.52 +28.0%
9 TSLA TESLA INC Consumer Cyclical 2,708.0 $1.0M 0.36% +365.0 +15.6% $371.75 +7.7%
10 JPM JPMORGAN CHASE & CO Financial Services 3,405.0 $1.0M 0.36% +19.0 +0.6% $294.12 +10.6%
11 NVS NOVARTIS AG Healthcare 3,820.0 $584K 0.21% +93.0 +2.5% $152.75 -3.7%
12 XOM EXXON MOBIL CORP Energy 3,369.0 $572K 0.20% +234.0 +7.5% $169.67 -18.8%
13 JNJ JOHNSON & JOHNSON Healthcare 2,251.0 $550K 0.20% +201.0 +9.8% $244.47 -6.6%
14 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 528.0 $526K 0.19% +26.0 +5.2% $997.15 -4.6%
15 CVX CHEVRON CORPORATION Energy 2,359.0 $488K 0.17% +127.0 +5.7% $206.94 -16.1%
16 HSBC HSBC HLDGS PLC Financial Services 5,853.0 $483K 0.17% +91.0 +1.6% $82.49 +15.1%
17 V VISA INC Financial Services 1,586.0 $479K 0.17% +12.0 +0.8% $302.29 +8.3%
18 CAG CONAGRA BRANDS INC Consumer Defensive 27,257.0 $428K 0.15% +166.0 +0.6% $15.72 -16.0%
19 DHR DANAHER CORP DEL Healthcare 2,209.0 $419K 0.15% +23.0 +1.1% $189.59 -6.6%
20 DFSI DIMENSIONAL ETF TRUST 7,892.0 $335K 0.12% +1K +20.4% $42.40 +8.3%
Page 1 of 2  ·  33 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%