Long-term investor
Acorn Financial Advisory Services Inc. /Adv @acornfinancialadvisoryse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001018561).
Record
- Tracked since 2025-06-30 (441 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +2.1% · 6 months n/a · 1 year +4.4% · all +4.4%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AGG · 7.5% · long · since 2025-06-30
- VEA · 7.0% · long · since 2025-06-30
- PYLD · 5.7% · long · since 2025-12-31
- SPTS · 5.5% · long · since 2025-06-30
- IAU · 5.0% · long · since 2025-06-30
- BRK-B · 4.1% · long · since 2025-06-30
- VOO · 4.0% · long · since 2025-06-30
- AVUV · 4.0% · long · since 2025-06-30
- IBIT · 3.8% · long · since 2025-06-30
- LLY · 3.7% · long · since 2026-06-30
- 46090E103 · 2.7% · long · since 2025-06-30
- XLE · 2.5% · long · since 2025-09-30