Acorn Wealth Advisors, LLC Incresed Positions in Q3 2025

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
78.5K
+ 45.71%
$36.04 - $38.78 $2.83M - $3.04M
250K $9.65M
AAPL
Apple Inc.

Technology
6.26K
+ 32.77%
$202.38 - $256.87 $1.27M - $1.61M
25.4K $6.46M
AVGO
Broadcom Inc.

Technology
6.48K
+ 282.04%
$264.74 - $369.57 $1.72M - $2.4M
8.78K $2.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
43.3K
+ 25.25%
$28.92 - $32.19 $1.25M - $1.39M
215K $6.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.6K
+ 136.5%
$617.65 - $666.84 $1.61M - $1.73M
4.5K $3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
33K
+ 54.89%
$29.2 - $32.74 $964K - $1.08M
93.1K $2.97M
GLD
Spdr Gold Trust

ETFs
1.98K
+ 40.92%
$300.96 - $355.47 $595K - $703K
6.81K $2.42M
NVDA
Nvidia Corp

Technology
2.34K
+ 13.46%
$153.3 - $186.58 $359K - $437K
19.8K $3.69M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21.8K
+ 49.49%
$35.76 - $37.93 $780K - $827K
65.9K $2.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.61K
+ 16.78%
$181.56 - $190.33 $656K - $688K
25.1K $4.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 52.4%
$546.99 - $602.2 $596K - $656K
3.17K $1.9M
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
+ 8.68%
$303.93 - $329.86 $364K - $395K
15K $4.92M
MSFT
Microsoft Corp

Technology
662
+ 4.23%
$491.09 - $535.64 $325K - $355K
16.3K $8.44M
NEE
Nextera Energy Inc

Utilities
7.93K
+ 249.81%
$69.77 - $77.54 $553K - $615K
11.1K $838K
XLV
Select Sector Spdr Fund Health

ETFs
4.09K
+ 257.72%
$129.01 - $139.72 $528K - $571K
5.68K $790K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.93K
+ 14.05%
$182.33 - $194.5 $352K - $376K
15.7K $3.05M
TSLA
Tesla, Inc.

Consumer Cyclical
568
+ 30.23%
$293.94 - $444.72 $167K - $253K
2.45K $1.09M
SLV
I Shares Silver Trust

ETFs
4.61K
+ 16.43%
$32.73 - $42.5 $151K - $196K
32.6K $1.38M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.58K
+ 94.74%
$49.05 - $49.99 $421K - $429K
17.6K $877K
CAT
Caterpillar Inc

Industrials
36
+ 0.86%
$390.92 - $477.15 $14.1K - $17.2K
4.21K $2.01M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
549
+ 33.31%
$567.09 - $607.37 $311K - $333K
2.2K $1.31M
HYLS
First Tr Tactical High Yield L

ETFs
7.98K
+ 31.58%
$41.62 - $42.32 $332K - $338K
33.3K $1.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
12.7K
+ 28.71%
$24.73 - $25.29 $314K - $321K
56.8K $1.43M
GOOGL
Alphabet Inc.

Communication Services
313
+ 8.21%
$174.36 - $254.72 $54.6K - $79.7K
4.12K $1M
VB
Vanguard Small Cap ETF

ETFs
307
+ 2.14%
$237.58 - $259.17 $72.9K - $79.6K
14.6K $3.72M
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.06%
$282.78 - $316.06 $2.26K - $2.53K
12.6K $3.99M
IVV
Ishares Core S&P 500 ETF

ETFs
442
+ 95.46%
$620.67 - $670.08 $274K - $296K
905 $605K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
386
+ 21.53%
$567.77 - $614.76 $219K - $237K
2.18K $1.33M
SOXX
Ishares Semiconductor ETF

ETFs
1.01K
+ 114.29%
$236.93 - $271.12 $239K - $273K
1.89K $512K
GOOG
Alphabet Inc.

Communication Services
691
+ 35.04%
$175.16 - $255.24 $121K - $176K
2.66K $648K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
14.8K
+ 92.26%
$19.78 - $20.26 $293K - $301K
30.9K $617K
PLTR
Palantir Technologies Inc.

Technology
491
+ 11.3%
$130.68 - $186.97 $64.2K - $91.8K
4.84K $882K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.4K
+ 11.44%
$50.47 - $50.74 $272K - $274K
52.5K $2.67M
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.16K
+ 43.91%
$28.69 - $30.59 $234K - $250K
26.7K $812K
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 15.34%
$211.65 - $238.24 $253K - $285K
9K $1.98M
DISV
Dimensional ETF Tr Dimensional

ETFs
5.88K
+ 34.18%
$32.78 - $35.79 $193K - $211K
23.1K $824K
DFAU
Dimensional ETF Tr

ETFs
2.89K
+ 8.44%
$42.42 - $45.96 $122K - $133K
37.1K $1.7M
META
Meta Platforms, Inc.

Communication Services
332
+ 20.91%
$695.21 - $791.73 $231K - $263K
1.92K $1.41M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.67K
+ 20.92%
$102.17 - $110.66 $170K - $185K
9.64K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.14K
+ 10.23%
$23.82 - $25.84 $122K - $133K
55.3K $1.42M
WMT
Walmart Inc.

Consumer Defensive
1.97K
+ 48.89%
$94.4 - $104.27 $186K - $205K
5.99K $617K
AVUS
American Centy ETF Tr Avantis

ETFs
1.67K
+ 42.32%
$101.2 - $109.16 $169K - $182K
5.61K $610K
GE
General Electric CO

Industrials
250
+ 8.39%
$244.75 - $305.63 $61.2K - $76.4K
3.23K $971K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.18K
+ 6.14%
$72.65 - $78.68 $85.4K - $92.5K
20.3K $1.59M
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 1.1%
$357.4 - $423.42 $17.9K - $21.2K
4.6K $1.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.11K
+ 19.07%
$108.46 - $120.63 $120K - $133K
6.9K $819K
BND
Vanguard Bd Index Fd Inc Total

ETFs
70
+ 0.03%
$72.57 - $74.72 $5.08K - $5.23K
246K $18.3M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.86K
+ 47.36%
$29.97 - $32.38 $146K - $157K
15.1K $482K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
169
+ 3.35%
$459.11 - $506.91 $77.6K - $85.7K
5.21K $2.62M
Activity Summary
Buys All Purchases 186 New Holdings 38 Increased Positions 148 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 1 Puts 0
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