Institutional Fund
Acorn Wealth Advisors, LLC
Grand Blanc, MICIK 17306105 filings on record
Portfolio Value
$343.00M
Q1 2026
Holdings
264
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+2.2%
from $335.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust6.3%
- Vanguard Bd Index Fds5.9%
- Schwab Strategic Tr3.7%
- Vaneck ETF Trust2.5%
- Schwab Strategic Tr2.4%
- Vanguard Specialized Funds2.0%
- Other77.2%
Portfolio Holdings
264 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 557.7K | $21.67M | 6.3% | +110.4K | Added |
| 2 | Vanguard Bd Index Fds | 274.4K | $20.20M | 5.9% | +8.0K | Added |
| 3 | Schwab Strategic Tr | 409.3K | $12.56M | 3.7% | +3.7K | Added |
| 4 | Vaneck ETF Trust | 89.4K | $8.65M | 2.5% | −272 | Reduced |
| 5 | Schwab Strategic Tr | 281.5K | $8.20M | 2.4% | +18.9K | Added |
| 6 | Vanguard Specialized Funds | 31.6K | $6.79M | 2.0% | +3.4K | Added |
| 7 | Dimensional ETF Trust | 176.5K | $6.18M | 1.8% | +24.4K | Added |
| 8 | Dimensional ETF Trust | 145.2K | $6.13M | 1.8% | +3.3K | Added |
| 9 | Microsoft Corp | 16.5K | $6.11M | 1.8% | +415 | Added |
| 10 | Select Sector Spdr Tr | 43.6K | $5.80M | 1.7% | −1.2K | Reduced |
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