Long-term investor
Acorn Wealth Advisors, LLC @acornwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730610).
Record
- Tracked since 2025-06-30 (441 days), 185 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +12.8% · all +12.8%
- Max drawdown n/a · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 6.7% · long · since 2025-06-30
- BND · 4.8% · long · since 2025-06-30
- SCHD · 3.2% · long · since 2025-06-30
- SCHG · 2.7% · long · since 2025-06-30
- XLK · 2.0% · long · since 2025-06-30
- DFSV · 1.9% · long · since 2025-06-30
- VIG · 1.9% · long · since 2025-06-30
- DUHP · 1.8% · long · since 2025-06-30
- DFCF · 1.6% · long · since 2025-06-30
- CGIC · 1.5% · long · since 2025-06-30
- AAPL · 1.5% · long · since 2025-06-30
- MSFT · 1.5% · long · since 2025-06-30