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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  ·  30 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 GLD SPDR GOLD TR Financial Services 41,179.0 $17.7M 6.33% -6K -13.3% $430.29 -10.0%
4 USFR WISDOMTREE TR 239,376.0 $12.1M 4.30% -1K -0.5% $50.34 +0.2%
5 IEFA ISHARES TR 130,642.0 $11.8M 4.22% -2K -1.7% $90.53 +7.5%
6 DFIS DIMENSIONAL ETF TRUST 147,664.0 $5.0M 1.77% -16K -9.9% $33.67 +7.1%
7 VGT VANGUARD WORLD FD 6,927.0 $4.8M 1.73% -182.0 -2.6% $697.73 -82.8%
8 SMH VANECK ETF TRUST 4,031.0 $1.5M 0.55% -211.0 -5.0% $383.37 +72.1%
9 META META PLATFORMS INC Communication Services 2,026.0 $1.2M 0.41% -92.0 -4.3% $572.11 +0.9%
10 LLY ELI LILLY & CO Healthcare 1,112.0 $1.0M 0.36% -42.0 -3.6% $920.08 +19.4%
11 AVGO BROADCOM INC Technology 3,209.0 $993K 0.35% -31.0 -1.0% $309.50 +32.9%
12 SKYY FIRST TR EXCHANGE-TRADED FD 7,475.0 $817K 0.29% -651.0 -8.0% $109.36 +20.6%
13 NFLX NETFLIX INC. Communication Services 8,423.0 $810K 0.29% -98.0 -1.1% $96.15 -19.5%
14 ABBV ABBVIE INC Healthcare 2,331.0 $507K 0.18% -20.0 -0.8% $217.52 -0.5%
15 WMT WALMART INC Consumer Defensive 4,016.0 $499K 0.18% -125.0 -3.0% $124.29 -5.7%
16 CAT CATERPILLAR INC Industrials 555.0 $393K 0.14% -14.0 -2.5% $708.71 +39.1%
17 ETN EATON CORP PLC Industrials 979.0 $350K 0.12% -28.0 -2.8% $357.65 +17.9%
18 HD HOME DEPOT INC Consumer Cyclical 1,026.0 $338K 0.12% -38.0 -3.6% $329.01 +1.6%
19 AVLV AMERICAN CENTY ETF TR 3,968.0 $320K 0.11% -924.0 -18.9% $80.61 +12.8%
20 MA MASTERCARD INCORPORATED Financial Services 637.0 $318K 0.11% -27.0 -4.1% $499.68 -2.0%
Page 1 of 2  ·  30 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%