ACORN FINANCIAL ADVISORY SERVICES INC /ADV Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$678K

Holdings

215

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (215 positions)

StockValue
AGGISHARES TR
$47.2M
VEAVANGUARD TAX-MANAGED FDS
$42.9M
IAU*ISHARES GOLD TR
$38.1M
VBVANGUARD INDEX FDS
$35.6M
SPTSSPDR SERIES TRUST
$34.2M
PYLDPIMCO ETF TR
$30.3M
IBITISHARES BITCOIN TRUST ETF
$29.5M
XBILRBB FD INC
$27.9M
AVUVAMERICAN CENTY ETF TR
$26.8M
BILSPDR SERIES TRUST
$26.8M
VUGVANGUARD INDEX FDS
$25.5M
AVUSAMERICAN CENTY ETF TR
$17.8M
AGFIRST MAJESTIC SILVER CORP
$15.3M
AAPLAPPLE INC
$13.5M
SPYMSPDR SERIES TRUST
$7.4M
MIGASTRATEGY INC
$5.7M
MSFTMICROSOFT CORP
$4.6M
VOVANGUARD INDEX FDS
$4.5M
GOOGLALPHABET INC
$4.3M
SHOPSHOPIFY INC
$4.0M
MARMARRIOTT INTL INC NEW
$3.7M
FOCTFIRST TR EXCHNG TRADED FD VI
$3.5M
AMZNAMAZON COM INC
$3.4M
SOFISOFI TECHNOLOGIES INC
$3.4M
NVDANVIDIA CORPORATION
$3.2M
OBILRBB FD INC
$3.1M
PLTRPALANTIR TECHNOLOGIES INC
$2.8M
TSLATESLA INC
$2.8M
LMTLOCKHEED MARTIN CORP
$2.7M
FVDFIRST TR EXCHANGE-TRADED FD
$2.6M
BILSSPDR SERIES TRUST
$2.4M
QJUNFIRST TR EXCHNG TRADED FD VI
$2.3M
SPEMSPDR INDEX SHS FDS
$2.3M
SAUGFIRST TR EXCHNG TRADED FD VI
$2.2M
FTECFIDELITY COVINGTON TRUST
$1.9M
XOMEXXON MOBIL CORP
$1.9M
AESAES CORP
$1.9M
VXFVANGUARD INDEX FDS
$1.8M
BWABORGWARNER INC
$1.7M
COLLCOLLEGIUM PHARMACEUTICAL INC
$1.7M
ARCOARCOS DORADOS HOLDINGS INC
$1.6M
VBKVANGUARD INDEX FDS
$1.6M
GEGE AEROSPACE
$1.5M
EXASEXACT SCIENCES CORP
$1.5M
MDYVSPDR SERIES TRUST
$1.5M
VTIVANGUARD INDEX FDS
$1.4M
DC4DEXCOM INC
$1.4M
CRMSALESFORCE INC
$1.4M
GMEDGLOBUS MED INC
$1.2M
XHLFBONDBLOXX ETF TRUST
$1.2M
SLYVSPDR SERIES TRUST
$1.2M
CRNCCERENCE INC
$1.2M
XLVSELECT SECTOR SPDR TR
$1.2M
AMTAMERICAN TOWER CORP NEW
$1.1M
BOOTBOOT BARN HLDGS INC
$1.1M
PENNPENN ENTERTAINMENT INC
$1.1M
VVVANGUARD INDEX FDS
$1.1M
PANWPALO ALTO NETWORKS INC
$1.1M
FNCLFIDELITY COVINGTON TRUST
$1.1M
HEFAISHARES TR
$1.0M
XLYSELECT SECTOR SPDR TR
$1.0M
TBILRBB FD INC
$1.0M
MRKMERCK & CO INC
$1.0M
VBRVANGUARD INDEX FDS
$1.0M
SRVRPACER FDS TR
$984K
DOCTFIRST TR EXCHNG TRADED FD VI
$968K
8CWCROWN CASTLE INC
$967K
TRIPTRIPADVISOR INC
$932K
DGROISHARES TR
$891K
DOCUDOCUSIGN INC
$889K
BTCGRAYSCALE BITCOIN MINI TR ET
$879K
XLKSELECT SECTOR SPDR TR
$873K
SPHYSPDR SERIES TRUST
$863K
TRVCCITIGROUP INC
$855K
OGNORGANON & CO
$810K
STIPISHARES TR
$803K
DDOMINION ENERGY INC
$799K
XLISELECT SECTOR SPDR TR
$788K
ASANASANA INC
$783K
IWMISHARES TR
$773K
MGKVANGUARD WORLD FD
$756K
VYMIVANGUARD WHITEHALL FDS
$721K
PZZAPAPA JOHNS INTL INC
$714K
IBMINTERNATIONAL BUSINESS MACHS
$709K
VOTVANGUARD INDEX FDS
$690K
SCHFSCHWAB STRATEGIC TR
$679K
JEPIJ P MORGAN EXCHANGE TRADED F
$673K
BACBANK AMERICA CORP
$667K
SPIBSPDR SERIES TRUST
$666K
SPDWSPDR INDEX SHS FDS
$651K
AMDADVANCED MICRO DEVICES INC
$645K
APDAIR PRODS & CHEMS INC
$644K
FCOMFIDELITY COVINGTON TRUST
$632K
GQ9SPDR GOLD TR
$627K
BACVERIZON COMMUNICATIONS INC
$611K
DFUSDIMENSIONAL ETF TRUST
$605K
BSVVANGUARD BD INDEX FDS
$599K
PSTGPURE STORAGE INC
$598K
KOCOCA COLA CO
$579K
AVGOBROADCOM INC
$576K
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