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Portfolio (Quarterly) Guide ↗

ACORN CREEK CAPITAL LLC

· CIK 0001994827
13F Portfolio $299M AUM 87 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 21 Added 52 Reduced 5 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 164,268.0 $35.8M 11.96% -4K -2.5% $217.93 +2.8%
2 DFIC DIMENSIONAL ETF TRUST 879,322.0 $32.8M 10.95% -21K -2.4% $37.26 +4.3%
3 DFAS DIMENSIONAL ETF TRUST 392,045.0 $32.3M 10.79% -36K -8.3% $82.34 -2.0%
4 DFLV DIMENSIONAL ETF TRUST 747,506.0 $29.6M 9.88% -44K -5.5% $39.54 +5.3%
5 GLD SPDR GOLD TR Financial Services 40,373.0 $14.9M 4.97% -806.0 -2.0% $368.38 +7.7%
6 USFR WISDOMTREE TR 224,588.0 $11.3M 3.78% -15K -6.2% $50.35 +0.1%
7 DFIS DIMENSIONAL ETF TRUST 141,400.0 $5.0M 1.66% -6K -4.2% $35.03 +5.9%
8 AAPL APPLE INC Technology 16,212.0 $4.7M 1.57% -587.0 -3.5% $289.36 +12.4%
9 NVDA NVIDIA CORPORATION Technology 16,339.0 $3.3M 1.09% -950.0 -5.5% $200.10 +8.7%
10 SMH VANECK ETF TRUST 3,842.0 $2.5M 0.84% -189.0 -4.7% $655.89 -16.9%
11 AMZN AMAZON COM INC Consumer Cyclical 9,479.0 $2.3M 0.76% -106.0 -1.1% $238.33 +7.0%
12 AMD ADVANCED MICRO DEVICES INC Technology 3,665.0 $2.1M 0.71% -1K -26.8% $580.95 -20.9%
13 MSFT MICROSOFT CORP Technology 5,598.0 $2.1M 0.70% -386.0 -6.5% $373.00 +34.3%
14 LLY ELI LILLY & CO Healthcare 1,059.0 $1.3M 0.42% -53.0 -4.8% $1199.84 -3.3%
15 AVGO BROADCOM INC Technology 3,143.0 $1.2M 0.40% -66.0 -2.1% $377.78 -2.1%
16 META META PLATFORMS INC Communication Services 1,974.0 $1.1M 0.37% -52.0 -2.6% $563.29 +2.7%
17 JPM JPMORGAN CHASE & CO Financial Services 3,361.0 $1.1M 0.37% -44.0 -1.3% $327.30 +8.4%
18 TSLA TESLA INC Consumer Cyclical 2,599.0 $1.1M 0.36% -109.0 -4.0% $420.60 -15.3%
19 SKYY FIRST TR EXCHANGE-TRADED FD 7,246.0 $975K 0.33% -229.0 -3.1% $134.56 +19.4%
20 BERKSHIRE HATHAWAY INC DEL 1,900.0 $951K 0.32% -15.0 -0.8% $500.39
Page 1 of 3  ·  52 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 37.9%
Technology 28.3%
Healthcare 8.4%
Consumer Cyclical 7.6%
Communication Services 5.5%
Consumer Defensive 4.5%
Industrials 4.3%
Energy 2.2%
Utilities 0.9%
Basic Materials 0.4%