Acorn Wealth Advisors
Acorn Wealth Advisors reported 302 stocks worth $407M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are Dimensional ETF Trust (7.7%), BND (4.5%) and SCHD (3.3%). Compared with Q2 2026, the fund opened new positions in XOM, added to SCHD, SCHG and MSFT, trimmed BND, XLK and DFCF and sold out of XOM, UPS and GBIL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $31.3M | 7.7% | 704K | +81K (+13%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $18.3M | 4.5% | 261K | −6,118 (−2%) | 8 of 8 | |
| 3 |  SCHD Schwab US Dividend Equity ETF | $13.6M | 3.3% | 417K | +5,905 (+1%) | 8 of 8 | |
| 4 |  SCHG Schwab Strategic TR | $11.9M | 2.9% | 332K | +4,710 (+1%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $8.9M | 2.2% | 17K | +721 (+4%) | 8 of 8 | |
| 6 |  XLK Select Sector Spdr TR | $8.5M | 2.1% | 43K | −379 (−1%) | 8 of 8 | |
| 7 |  VIG Vanguard Dividend Appreciation ETF | $7.6M | 1.9% | 33K | +365 (+1%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $7.4M | 1.8% | 22K | +218 (+1%) | 8 of 8 | |
| 9 |  CGIC Capital Group Intrnl CR | $7.2M | 1.8% | 201K | +27K (+16%) | 8 of 8 | |
| 10 |  DFCF Dimensional Core Fixed | $6.3M | 1.5% | 157K | −1,254 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $7.8M | 202K |
DIMENSIONAL ETF TRUST | $7.3M | 174K |
 XOM Exxon Mobil Corp | $895K | 6,545 |
 UPS United Parcel Service Inc | $737K | 6,858 |
 GBIL Goldman Sachs ETF TR | $271K | 2,706 |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Acorn Wealth Advisors 13F FAQ
What does Acorn Wealth Advisors own?
Acorn Wealth Advisors reported 302 stocks worth $407M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are Dimensional ETF Trust (7.7%), BND (4.5%) and SCHD (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Acorn Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 159 added to, 101 trimmed and 16 sold out. New positions include XOM. It sold all of XOM, UPS and GBIL.
When will Acorn Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Acorn Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $407M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.