ACORN FINANCIAL ADVISORY SERVICES INC /ADV Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$609.9B

Holdings

199

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (199 positions)

#StockSharesValue% PortfolioType
1
XBILRBB FD INC
1,171,132$58.7B9.63%
2
VOOVANGUARD INDEX FDS
102,983$58.5B9.59%
3
AGGISHARES TR
391,858$38.9B6.37%
4
VEAVANGUARD TAX-MANAGED FDS
658,888$37.6B6.16%
5
IBITISHARES BITCOIN TRUST ETF
540,834$33.1B5.43%
6
VBVANGUARD INDEX FDS
135,675$32.2B5.27%
7
SPTSSPDR SERIES TRUST
972,120$28.5B4.67%
8
VUGVANGUARD INDEX FDS
58,419$25.6B4.20%
9
IAU*ISHARES GOLD TR
378,844$23.6B3.87%
10
AVUVAMERICAN CENTY ETF TR
259,148$23.6B3.87%
11
MIGAMICROSTRATEGY INC
42,318$17.1B2.80%
12
AVUSAMERICAN CENTY ETF TR
163,881$16.5B2.71%
13
NDQINVESCO QQQ TR
28,221$15.6B2.55%
14
BILSPDR SERIES TRUST
143,414$13.2B2.16%
15
AAPLAPPLE INC
55,102$11.3B1.85%
16
SPYMSPDR SERIES TRUST
100,354$7.3B1.20%
17
XRPRETF OPPORTUNITIES TRUST
685,660$5.9B0.97%
18
MSFTMICROSOFT CORP
10,489$5.2B0.86%
19
METAMETA PLATFORMS INC
6,545$4.8B0.79%
20
VOVANGUARD INDEX FDS
16,042$4.5B0.74%
21
BILSSPDR SERIES TRUST
41,071$4.1B0.67%
22
OBILRBB FD INC
78,284$3.9B0.64%
23
NVDANVIDIA CORPORATION
22,294$3.5B0.58%
24
FOCTFIRST TR EXCHNG TRADED FD VI
72,963$3.3B0.54%
25
MARMARRIOTT INTL INC NEW
11,870$3.2B0.53%
26
AMZNAMAZON COM INC
14,068$3.1B0.51%
27
SHOPSHOPIFY INC
25,291$2.9B0.48%
28
LMTLOCKHEED MARTIN CORP
5,591$2.6B0.42%
29
FVDFIRST TR EXCHANGE-TRADED FD
57,744$2.6B0.42%
30
CIONCION INVT CORP
267,634$2.6B0.42%
31
SOFISOFI TECHNOLOGIES INC
134,466$2.4B0.40%
32
GOOGLALPHABET INC
13,466$2.4B0.39%
33
SPYSPDR S&P 500 ETF TR
3,670$2.3B0.37%
34
QJUNFIRST TR EXCHNG TRADED FD VI
76,178$2.3B0.37%
35
TSLATESLA INC
7,065$2.2B0.37%
36
PLTRPALANTIR TECHNOLOGIES INC
15,845$2.2B0.35%
37
SPEMSPDR INDEX SHS FDS
50,455$2.2B0.35%
38
SAUGFIRST TR EXCHNG TRADED FD VI
88,523$2.1B0.34%
39
MSTXTIDAL TR II
50,559$2.0B0.33%
40
DC4DEXCOM INC
20,356$1.8B0.29%
41
ARCOARCOS DORADOS HOLDINGS INC
223,523$1.8B0.29%
42
VXFVANGUARD INDEX FDS
8,889$1.7B0.28%
43
XOMEXXON MOBIL CORP
15,444$1.7B0.27%
44
VBKVANGUARD INDEX FDS
5,512$1.5B0.25%
45
IVVISHARES TR
2,373$1.5B0.24%
46
XHLFBONDBLOXX ETF TRUST
29,101$1.5B0.24%
47
AMTAMERICAN TOWER CORP NEW
6,627$1.5B0.24%
48
CA8ACACI INTL INC
3,064$1.5B0.24%
49
CRMSALESFORCE INC
5,151$1.4B0.23%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
2,875$1.4B0.23%
51
PENNPENN ENTERTAINMENT INC
77,863$1.4B0.23%
52
AESAES CORP
131,427$1.4B0.23%
53
MDYVSPDR SERIES TRUST
17,295$1.4B0.23%
54
BWABORGWARNER INC
39,008$1.3B0.21%
55
FTECFIDELITY COVINGTON TRUST
6,365$1.3B0.21%
56
VTIVANGUARD INDEX FDS
4,068$1.2B0.20%
57
GEGE AEROSPACE
4,791$1.2B0.20%
58
PANWPALO ALTO NETWORKS INC
5,968$1.2B0.20%
59
SRVRPACER FDS TR
36,996$1.2B0.20%
60
CRNCCERENCE INC
115,890$1.2B0.19%
61
8CWCROWN CASTLE INC
11,115$1.1B0.19%
62
COLLCOLLEGIUM PHARMACEUTICAL INC
37,232$1.1B0.18%
63
DOCUDOCUSIGN INC
13,621$1.1B0.17%
64
SLYVSPDR SERIES TRUST
13,115$1.0B0.17%
65
OGNORGANON & CO
106,260$1.0B0.17%
66
VBRVANGUARD INDEX FDS
5,273$1.0B0.17%
67
VVVANGUARD INDEX FDS
3,554$1.0B0.17%
68
BOOTBOOT BARN HLDGS INC
6,656$1.0B0.17%
69
TBILRBB FD INC
18,564$928.1M0.15%
70
PZZAPAPA JOHNS INTL INC
18,929$926.4M0.15%
71
UAAUNDER ARMOUR INC
132,330$903.8M0.15%
72
DGROISHARES TR
13,728$877.8M0.14%
73
TRIPTRIPADVISOR INC
66,600$869.1M0.14%
74
GMEDGLOBUS MED INC
14,526$857.3M0.14%
75
EXASEXACT SCIENCES CORP
15,333$814.8M0.13%
76
ASANASANA INC
60,162$812.2M0.13%
77
RPDRAPID7 INC
34,501$798.0M0.13%
78
REGNREGENERON PHARMACEUTICALS
1,502$788.5M0.13%
79
MRKMERCK & CO INC
9,959$788.4M0.13%
80
DDOMINION ENERGY INC
13,737$776.4M0.13%
81
XLKSELECT SECTOR SPDR TR
3,032$767.8M0.13%
82
GEVGE VERNOVA INC
1,444$764.2M0.13%
83
BTCGRAYSCALE BITCOIN MINI TR ET
15,885$758.5M0.12%
84
APDAIR PRODS & CHEMS INC
2,632$742.4M0.12%
85
XLVSELECT SECTOR SPDR TR
5,475$738.0M0.12%
86
STIPISHARES TR
7,127$733.4M0.12%
87
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728.8M0.12%
88
HEFAISHARES TR
18,756$712.0M0.12%
89
SPHYSPDR SERIES TRUST
29,615$704.8M0.12%
90
CRCLCIRCLE INTERNET GROUP INC
3,880$703.4M0.12%
91
FNCLFIDELITY COVINGTON TRUST
9,471$701.3M0.11%
92
IBMINTERNATIONAL BUSINESS MACHS
2,375$700.1M0.11%
93
XLYSELECT SECTOR SPDR TR
3,172$689.4M0.11%
94
VOTVANGUARD INDEX FDS
2,414$686.5M0.11%
95
MGKVANGUARD WORLD FD
1,850$677.5M0.11%
96
IWMISHARES TR
3,131$675.7M0.11%
97
BACVERIZON COMMUNICATIONS INC
14,930$646.0M0.11%
98
NOWSERVICENOW INC
620$637.5M0.10%
99
TRVCCITIGROUP INC
7,447$633.9M0.10%
100
VYMIVANGUARD WHITEHALL FDS
7,706$617.3M0.10%
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