ACORN FINANCIAL ADVISORY SERVICES INC /ADV: 13F holdings
CIK 10185612026Q2
| Positions | 223 |
|---|
| Reported value | $753.5m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 223 (+8 vs prior quarter) |
|---|
| Reported value | $753.5m (+3.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 567,447 | $56.2m | 7.5% |
| VEA VANGUARD TAX-MANAGED FDS | 736,827 | $52.5m | 7.0% |
| PYLD PIMCO ETF TR | 1,616,850 | $42.9m | 5.7% |
| SPTS SPDR SERIES TRUST | 1,438,245 | $41.7m | 5.5% |
| IAU ISHARES GOLD TR | 500,409 | $37.8m | 5.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 61,023 | $30.5m | 4.1% |
| VOO VANGUARD INDEX FDS | 43,580 | $29.9m | 4.0% |
| AVUV AMERICAN CENTY ETF TR | 239,298 | $29.9m | 4.0% |
| IBIT ISHARES BITCOIN TRUST ETF | 849,344 | $28.3m | 3.8% |
| LLY ELI LILLY & CO | 23,012 | $27.6m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1018561")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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