Acorn Wealth Advisors, LLC: 13F holdings
CIK 17306102026Q2
| Positions | 303 |
|---|---|
| Reported value | $410.3m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 623,542 | $27.7m | 6.7% |
| BND VANGUARD BD INDEX FDS | 267,556 | $19.6m | 4.8% |
| SCHD SCHWAB STRATEGIC TR | 411,257 | $13.0m | 3.2% |
| SCHG SCHWAB STRATEGIC TR | 326,945 | $11.1m | 2.7% |
| XLK SELECT SECTOR SPDR TR | 43,549 | $8.3m | 2.0% |
| DIMENSIONAL ETF TRUST | 202,076 | $7.8m | 1.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 32,240 | $7.6m | 1.9% |
| DIMENSIONAL ETF TRUST | 174,460 | $7.3m | 1.8% |
| DFCF DIMENSIONAL ETF TRUST | 157,839 | $6.7m | 1.6% |
| CAPITAL GROUP INTERNATIONAL | 174,302 | $6.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730610")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.