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Acorn Wealth Advisors, LLC

13F filer · CIK 0001730610
Reported Jul 30, 2026
Net buyer this quarter
13F portfolio value$410MU.S. long equity reported on 13F
Positions13223 new · 3 closed
Net flow last quarter+$8.46MBuys minus sells
Top 10 positions weight10.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 30, 2026132 positions
AAPLApple Inc.$6.34M1.55%0.00%-0.7%Q4 2017
MSFTMicrosoft Corp$6.22M1.52%0.00%+1.0%Q4 2017
NVDANvidia Corp$5.46M1.33%0.00%-0.5%Q4 2017
CATCaterpillar Inc$4.62M1.12%0.00%+2.8%Q4 2017
GLDSPDR Gold Trust$4.2M1.02%0.00%+17.9%Q4 2017
JPMJPMorgan Chase & Co$4.19M1.02%0.00%+1.2%Q4 2017
AVGOBroadcom Inc.$3.03M0.74%0.00%-1.6%Q4 2017
PULSPulse Electronics Corp$2.86M0.70%0.33%-20.9%Q3 2022
AMZNAmazon Com Inc$2.77M0.67%0.00%+22.7%Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust$2.5M0.61%Not reported+12.1%Q4 2017
BRK.BBerkshire Hathaway Inc$2.31M0.56%Not reported-8.8%Q4 2017
SLViShares Silver Trust$2.25M0.55%0.01%+10.7%Q4 2017
SPYSPDR S&P 500 ETF Trust$1.94M0.47%Not reported-4.6%Q4 2017
DTEDte Energy Co$1.87M0.46%0.01%+71.3%Q4 2017
DELLDell Technologies Inc.$1.79M0.44%0.00%-6.6%Q3 2025
IBMInternational Business Machines Corp$1.77M0.43%0.00%+41.4%Q4 2017
BXBlackstone Inc.$1.76M0.43%0.00%-1.1%Q4 2017
QQQInvesco QQQ Trust, Series 1$1.7M0.42%Not reported-0.7%Q2 2019
HDHome Depot, Inc.$1.54M0.37%0.00%+2.6%Q4 2017
GOOGLAlphabet Inc.$1.49M0.36%0.00%+2.3%Q4 2017
SIVRabrdn Silver ETF Trust$1.48M0.36%0.04%-0.5%Q2 2020
GEGeneral Electric Co$1.33M0.32%0.00%+4.1%Q3 2021
LOWLowes Companies Inc$1.25M0.31%0.00%-0.2%Q4 2017
METAMeta Platforms, Inc.$1.16M0.28%Not reported-0.9%Q4 2017
GOOGAlphabet Inc.$1.06M0.26%Not reported+5.8%Q4 2017
CSCOCisco Systems, Inc.$1.06M0.26%0.00%+2.0%Q4 2017
TSLATesla, Inc.$1.02M0.25%0.00%-2.3%Q3 2020
SOSouthern Co$1M0.24%0.00%+0.5%Q4 2017
JNJJohnson & Johnson$973K0.24%0.00%+5.5%Q4 2017
BSVNBank7 Corp.$930K0.23%0.13%+2.7%Q4 2017
VVisa Inc.$930K0.23%0.00%-4.2%Q4 2017
NEENextera Energy Inc$911K0.22%0.00%-0.4%Q4 2017
INTCIntel Corp$903K0.22%0.00%+1.3%Q4 2017
GLDMWorld Gold Trust$902K0.22%0.00%Not reportedQ1 2020
XOMExxonMobil Holdings Corp$895K0.22%0.00%-4.0%Q4 2017
CSXCSX Corp$888K0.22%0.00%-36.8%Q4 2017
RTXRTX Corp$886K0.22%0.00%-0.9%Q2 2020
DTMDT Midstream, Inc.$820K0.20%0.01%+89.5%Q3 2021
MRKMerck & Co., Inc.$818K0.20%0.00%+4.6%Q4 2017
FTNTFortinet, Inc.$816K0.20%0.00%+4.4%Q4 2022
URIUnited Rentals, Inc.$800K0.20%0.00%+22.4%Q2 2025
MOAltria Group, Inc.$789K0.19%0.00%+7.4%Q4 2017
LLYELI LILLY & Co$744K0.18%0.00%+6.7%Q4 2017
NOBLNoble International, Ltd.$740K0.18%Not reportedNot reportedQ4 2017
UPSUnited Parcel Service Inc$737K0.18%0.00%-3.2%Q4 2017
FVDFirst Trust Value Line Dividend Fund$733K0.18%Not reported-3.0%Q4 2017
ASMLAsml Holding NV$732K0.18%0.00%+0.3%Q2 2025
AIQAlliance HealthCare Services, Inc$714K0.17%0.10%+5.8%Q3 2025
SGOLabrdn Gold ETF Trust$711K0.17%0.01%+1.1%Q3 2020
DIALDial Global, Inc.$697K0.17%Not reported-11.0%Q4 2023
Q1 2026Reported Apr 30, 2026112 positions
MSFTMicrosoft Corp$6.11M1.78%0.00%+2.6%Q4 2017
AAPLApple Inc.$5.6M1.63%0.00%-9.2%Q4 2017
NVDANvidia Corp$4.78M1.39%0.00%-16.3%Q4 2017
GLDSPDR Gold Trust$4.16M1.21%0.00%+14.7%Q4 2017
JPMJPMorgan Chase & Co$3.72M1.09%0.00%+0.5%Q4 2017
PULSPulse Electronics Corp$3.61M1.05%0.42%-6.4%Q3 2022
CATCaterpillar Inc$2.99M0.87%0.00%+0.4%Q4 2017
SLViShares Silver Trust$2.59M0.75%0.01%+19.4%Q4 2017
AVGOBroadcom Inc.$2.52M0.74%0.00%+0.3%Q4 2017
BRK.BBerkshire Hathaway Inc$2.42M0.71%Not reported-3.2%Q4 2017
AMZNAmazon Com Inc$1.97M0.57%0.00%+3.2%Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust$1.96M0.57%Not reported+75.6%Q4 2017
SIVRabrdn Silver ETF Trust$1.89M0.55%0.04%+1.0%Q2 2020
SPYSPDR S&P 500 ETF Trust$1.77M0.52%Not reported-20.7%Q4 2017
BXBlackstone Inc.$1.73M0.51%0.00%-9.3%Q4 2017
HDHome Depot, Inc.$1.4M0.41%0.00%+0.8%Q4 2017
LOWLowes Companies Inc$1.35M0.39%0.00%+0.1%Q4 2017
QQQInvesco QQQ Trust, Series 1$1.34M0.39%Not reported-11.6%Q2 2019
CSXCSX Corp$1.21M0.35%0.00%-0.5%Q4 2017
METAMeta Platforms, Inc.$1.19M0.35%Not reported-4.0%Q4 2017
GOOGLAlphabet Inc.$1.17M0.34%0.00%+0.5%Q4 2017
XOMExxonMobil Holdings Corp$1.16M0.34%0.00%+0.9%Q4 2017
IBMInternational Business Machines Corp$1.08M0.31%0.00%-0.1%Q4 2017
GLDMWorld Gold Trust$1.05M0.31%0.00%+2.0%Q1 2020
DTEDte Energy Co$1.05M0.31%0.00%+32.8%Q4 2017
SOSouthern Co$1.01M0.29%0.00%+0.7%Q4 2017
GEGeneral Electric Co$972K0.28%0.00%+2.3%Q3 2021
NEENextera Energy Inc$968K0.28%0.00%-0.2%Q4 2017
TSLATesla, Inc.$926K0.27%0.00%-0.2%Q3 2020
BSVNBank7 Corp.$912K0.27%0.12%+3.3%Q4 2017
RTXRTX Corp$909K0.27%0.00%0.0%Q2 2020
JNJJohnson & Johnson$888K0.26%0.00%+5.4%Q4 2017
VVisa Inc.$855K0.25%0.00%-3.2%Q4 2017
SGOLabrdn Gold ETF Trust$821K0.24%0.01%+2.8%Q3 2020
GOOGAlphabet Inc.$815K0.24%Not reported+5.2%Q4 2017
DIALDial Global, Inc.$780K0.23%Not reported-3.8%Q4 2023
WMTWalmart Inc.$760K0.22%0.00%+2.2%Q4 2017
FVDFirst Trust Value Line Dividend Fund$738K0.22%Not reported+1.6%Q4 2017
MRKMerck & Co., Inc.$732K0.21%0.00%+0.3%Q4 2017
DELLDell Technologies Inc.$729K0.21%0.00%+4.4%Q3 2025
DISWalt Disney Co$711K0.21%0.00%+0.2%Q4 2017
UPSUnited Parcel Service Inc$697K0.20%0.00%-0.7%Q4 2017
CSCOCisco Systems, Inc.$684K0.20%0.00%+3.6%Q4 2017
PLTRPalantir Technologies Inc.$683K0.20%0.00%+2.5%Q4 2024
MOAltria Group, Inc.$674K0.20%0.00%+0.9%Q4 2017
FSKFS KKR Capital Corp$645K0.19%0.02%-2.6%Q3 2021
IAUIshares Gold Trust$564K0.16%0.00%+44.8%Q4 2017
COSTCostco Wholesale Corp$562K0.16%0.00%+0.4%Q4 2017
LMTLockheed Martin Corp$550K0.16%0.00%+0.6%Q4 2017
IBITiShares Bitcoin Trust ETF$539K0.16%0.00%+34.7%Q2 2025
Q4 2025Reported Feb 10, 2026118 positions
MSFTMicrosoft Corp$7.79M2.32%0.00%-1.2%Q4 2017
AAPLApple Inc.$6.61M1.97%0.00%-4.2%Q4 2017
NVDANvidia Corp$6.11M1.82%0.00%+65.8%Q4 2017
JPMJPMorgan Chase & Co$4.06M1.21%0.00%-0.4%Q4 2017
PULSPulse Electronics Corp$3.87M1.15%0.44%-14.1%Q3 2022
GLDSPDR Gold Trust$3.34M0.99%0.00%+23.7%Q4 2017
AVGOBroadcom Inc.$2.81M0.84%0.00%-7.5%Q4 2017
BRK.BBerkshire Hathaway Inc$2.63M0.78%Not reported+0.3%Q4 2017
BXBlackstone Inc.$2.56M0.76%0.00%+1.0%Q4 2017
CATCaterpillar Inc$2.41M0.72%0.00%-0.3%Q4 2017
SPYSPDR S&P 500 ETF Trust$2.34M0.70%Not reported-23.9%Q4 2017
AMZNAmazon Com Inc$2.12M0.63%0.00%+1.9%Q4 2017
SLViShares Silver Trust$2.05M0.61%0.01%-2.5%Q4 2017
SIVRabrdn Silver ETF Trust$1.77M0.53%0.03%-6.0%Q2 2020
QQQInvesco QQQ Trust, Series 1$1.62M0.48%Not reported-16.9%Q2 2019
HDHome Depot, Inc.$1.45M0.43%0.00%-8.4%Q4 2017
METAMeta Platforms, Inc.$1.42M0.42%Not reported+12.4%Q4 2017
LOWLowes Companies Inc$1.37M0.41%0.00%-0.2%Q4 2017
IBMInternational Business Machines Corp$1.32M0.39%0.00%-4.2%Q4 2017
GOOGLAlphabet Inc.$1.27M0.38%0.00%-1.6%Q4 2017
TSLATesla, Inc.$1.12M0.33%0.00%+2.0%Q3 2020
MDYSPDR S&P Midcap 400 ETF Trust$1.09M0.32%Not reported-17.8%Q4 2017
CSXCSX Corp$1.08M0.32%0.00%+0.4%Q4 2017
GEGeneral Electric Co$1.03M0.31%0.00%+3.7%Q3 2021
VVisa Inc.$1.03M0.31%0.00%-2.9%Q4 2017
FSKFS KKR Capital Corp$964K0.29%0.02%+1.4%Q3 2021
GLDMWorld Gold Trust$950K0.28%0.00%-0.1%Q1 2020
SOSouthern Co$902K0.27%0.00%+0.7%Q4 2017
BSVNBank7 Corp.$887K0.26%0.12%+3.8%Q4 2017
RTXRTX Corp$864K0.26%0.00%+0.3%Q2 2020
GOOGAlphabet Inc.$848K0.25%Not reported+1.4%Q4 2017
NEENextera Energy Inc$838K0.25%0.00%-6.0%Q4 2017
DISWalt Disney Co$837K0.25%0.00%0.0%Q4 2017
DIALDial Global, Inc.$823K0.25%Not reported-12.9%Q4 2023
XOMExxonMobil Holdings Corp$813K0.24%0.00%+1.2%Q4 2017
PLTRPalantir Technologies Inc.$810K0.24%0.00%-5.8%Q4 2024
SGOLabrdn Gold ETF Trust$736K0.22%0.01%-10.8%Q3 2020
JNJJohnson & Johnson$713K0.21%0.00%+0.4%Q4 2017
FVDFirst Trust Value Line Dividend Fund$712K0.21%Not reported+0.2%Q4 2017
UPSUnited Parcel Service Inc$708K0.21%0.00%-2.4%Q4 2017
DTEDte Energy Co$697K0.21%0.00%-1.4%Q4 2017
WMTWalmart Inc.$667K0.20%0.00%-0.2%Q4 2017
CSCOCisco Systems, Inc.$655K0.20%0.00%-6.5%Q4 2017
MRKMerck & Co., Inc.$639K0.19%0.00%-3.5%Q4 2017
LLYELI LILLY & Co$635K0.19%0.00%-19.7%Q4 2017
AXPAmerican Express Co$608K0.18%0.00%+0.1%Q4 2017
MOAltria Group, Inc.$583K0.17%0.00%+1.6%Q4 2017
PGPROCTER & GAMBLE Co$578K0.17%0.00%+0.1%Q4 2017
DELLDell Technologies Inc.$536K0.16%0.00%+57.9%Q3 2025
SKYYSkye International, Inc$526K0.16%Not reported-2.5%Q4 2017
Q3 2025Reported Oct 31, 2025125 positions
MSFTMicrosoft Corp$8.44M2.65%0.00%+4.2%Q4 2017
AAPLApple Inc.$6.46M2.02%0.00%+32.8%Q4 2017
PULSPulse Electronics Corp$4.52M1.42%0.52%-4.1%Q3 2022
JPMJPMorgan Chase & Co$3.99M1.25%0.00%+0.1%Q4 2017
NVDANvidia Corp$3.69M1.16%0.00%+13.5%Q4 2017
SPYSPDR S&P 500 ETF Trust$3M0.94%Not reported+136.5%Q4 2017
AVGOBroadcom Inc.$2.9M0.91%0.00%+282.0%Q4 2017
BXBlackstone Inc.$2.81M0.88%0.00%-0.3%Q4 2017
BRK.BBerkshire Hathaway Inc$2.62M0.82%Not reported+3.4%Q4 2017
GLDSPDR Gold Trust$2.42M0.76%0.00%+40.9%Q4 2017
CATCaterpillar Inc$2.01M0.63%0.00%+0.9%Q4 2017
AMZNAmazon Com Inc$1.98M0.62%0.00%+15.3%Q4 2017
QQQInvesco QQQ Trust, Series 1$1.9M0.60%Not reported+52.4%Q2 2019
HDHome Depot, Inc.$1.86M0.58%0.00%+1.1%Q4 2017
LOWLowes Companies Inc$1.43M0.45%0.00%-0.4%Q4 2017
METAMeta Platforms, Inc.$1.41M0.44%Not reported+20.9%Q4 2017
SLViShares Silver Trust$1.38M0.43%0.01%+16.4%Q4 2017
IBMInternational Business Machines Corp$1.31M0.41%0.00%+1.4%Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust$1.31M0.41%Not reported+33.3%Q4 2017
SIVRabrdn Silver ETF Trust$1.24M0.39%0.04%-1.8%Q2 2020
TSLATesla, Inc.$1.09M0.34%0.00%+30.2%Q3 2020
CSXCSX Corp$1.05M0.33%0.00%+4.5%Q4 2017
VVisa Inc.$1.03M0.32%0.00%+5.2%Q4 2017
GOOGLAlphabet Inc.$1M0.31%0.00%+8.2%Q4 2017
SOSouthern Co$974K0.31%0.00%+0.7%Q4 2017
GEGeneral Electric Co$971K0.30%0.00%+8.4%Q3 2021
FSKFS KKR Capital Corp$958K0.30%0.02%+25.6%Q3 2021
DIALDial Global, Inc.$950K0.30%Not reported-11.6%Q4 2023
PLTRPalantir Technologies Inc.$883K0.28%0.00%+11.3%Q4 2024
BSVNBank7 Corp.$856K0.27%0.11%-38.7%Q4 2017
GLDMWorld Gold Trust$851K0.27%0.00%-16.4%Q1 2020
DISWalt Disney Co$843K0.26%0.00%+3.2%Q4 2017
NEENextera Energy Inc$838K0.26%0.00%+249.8%Q4 2017
RTXRTX Corp$787K0.25%0.00%+0.1%Q2 2020
DTEDte Energy Co$775K0.24%0.00%+6.5%Q4 2017
XOMExxonMobil Holdings Corp$753K0.24%0.00%0.0%Q4 2017
SGOLabrdn Gold ETF Trust$739K0.23%0.01%-6.0%Q3 2020
FVDFirst Trust Value Line Dividend Fund$713K0.22%Not reported-14.9%Q4 2017
MOAltria Group, Inc.$658K0.21%0.00%+0.9%Q4 2017
GOOGAlphabet Inc.$649K0.20%Not reported+35.0%Q4 2017
JNJJohnson & Johnson$636K0.20%0.00%+0.2%Q4 2017
CSCOCisco Systems, Inc.$623K0.20%0.00%+2.1%Q4 2017
PGPROCTER & GAMBLE Co$619K0.19%0.00%+4.5%Q4 2017
WMTWalmart Inc.$618K0.19%0.00%+48.9%Q4 2017
UPSUnited Parcel Service Inc$610K0.19%0.00%+0.2%Q4 2017
IBITiShares Bitcoin Trust ETF$607K0.19%0.00%+154.2%Q2 2025
COSTCostco Wholesale Corp$594K0.19%0.00%+3.6%Q4 2017
SPRXGuided Therapeutics Inc$572K0.18%Not reportedNewQ3 2025
LLYELI LILLY & Co$561K0.18%0.00%+4.3%Q4 2017
SKYYSkye International, Inc$557K0.17%Not reported+0.9%Q4 2017
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