Notify me when Acorn Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 268 | $335,679,115 | +$39,525,648 | -$24,629,238 | +$14,896,410 | BND, DFAC, SCHD, MOAT, SCHG | 13F-HR | 10 Feb 2026, 08:54 |
| Q3 2025 | 280 | $318,882,256 | +$45,244,595 | -$9,374,429 | +$35,870,166 | BND, SCHD, DFAC, MOAT, MSFT | 13F-HR | 31 Oct 2025, 10:13 |
| Q2 2025 | 251 | $268,824,869 | +$29,928,640 | -$12,985,329 | +$16,943,311 | BND, SCHD, MOAT, MSFT, DFCF | 13F-HR | 13 Aug 2025, 19:06 |
| Q1 2025 | 231 | $240,214,033 | +$7,585,113 | -$7,000,326 | +$584,787 | BND, SCHD, MOAT, DFCF, MSFT | 13F-HR | 01 May 2025, 10:22 |
| Q4 2024 | 235 | $242,193,425 | +$38,177,516 | -$11,725,340 | +$26,452,176 | BND, SCHD, MOAT, DFCF, MSFT | 13F-HR | 04 Feb 2025, 13:29 |
| Q3 2024 | 227 | $232,724,918 | +$24,116,144 | -$5,913,186 | +$18,202,958 | BND, SCHD, MOAT, DFCF, MSFT | 13F-HR | 13 Nov 2024, 10:43 |
| Q2 2024 | 204 | $202,319,511 | +$18,966,211 | -$6,151,708 | +$12,814,503 | BND, SCHD, MOAT, MSFT, DFCF | 13F-HR | 30 Jul 2024, 10:32 |
| Q1 2024 | 202 | $191,589,672 | +$16,280,152 | -$3,235,355 | +$13,044,797 | BND, SCHD, MOAT, MSFT, DFCF | 13F-HR | 26 Apr 2024, 13:34 |
| Q4 2023 | 186 | $168,715,696 | +$13,461,856 | -$7,707,679 | +$5,754,177 | SCHD, BND, MSFT, MOAT, VIG | 13F-HR | 07 Feb 2024, 15:29 |
| Q3 2023 | 182 | $150,297,282 | +$19,211,593 | -$8,782,008 | +$10,429,585 | SCHD, BND, MSFT, USMV, MOAT | 13F-HR | 07 Nov 2023, 13:19 |
| Q2 2023 | 173 | $146,667,673 | +$10,195,393 | -$4,495,623 | +$5,699,770 | SCHD, USMV, MSFT, SCHM, MOAT | 13F-HR | 02 Aug 2023, 09:35 |
| Q1 2023 | 166 | $135,516,103 | +$6,840,455 | -$5,983,077 | +$857,378 | SCHD, USMV, MSFT, SCHM, VIG | 13F-HR | 09 May 2023, 12:12 |
| Q4 2022 | 158 | $130,466,000 | +$6,932,617 | -$7,907,624 | -$975,007 | SCHD, USMV, VIG, MSFT, JPST | 13F-HR | 10 Feb 2023, 09:06 |
| Q3 2022 | 154 | $122,041,000 | +$9,046,135 | -$6,156,074 | +$2,890,061 | SCHD, USMV, JPST, MSFT, SCHM | 13F-HR | 09 Nov 2022, 15:02 |
| Q2 2022 | 160 | $126,688,000 | +$13,071,311 | -$13,422,569 | -$351,258 | SCHD, USMV, MSFT, VIG, SCHM | 13F-HR | 08 Aug 2022, 15:24 |
| Q1 2022 | 173 | $145,331,000 | +$5,007,271 | -$9,578,918 | -$4,571,647 | SCHD, USMV, MSFT, SCHM, VIG | 13F-HR | 03 May 2022, 10:50 |
| Q4 2021 | 180 | $157,654,000 | +$9,895,348 | -$5,061,884 | +$4,833,464 | SCHD, USMV, MSFT, SCHM, VIG | 13F-HR | 14 Feb 2022, 14:41 |
| Q3 2021 | 171 | $142,979,000 | +$7,861,982 | -$8,284,930 | -$422,948 | SCHD, USMV, SCHM, MSFT, JPST | 13F-HR | 12 Nov 2021, 08:13 |
| Q2 2021 | 166 | $144,760,000 | +$8,891,050 | -$9,809,236 | -$918,186 | SCHD, USMV, BND, SCHM, JPST | 13F-HR | 16 Aug 2021, 15:21 |
| Q1 2021 | 163 | $139,487,000 | +$13,512,982 | -$6,896,673 | +$6,616,309 | SCHD, USMV, BND, JPST, SCHM | 13F-HR | 14 May 2021, 15:05 |
| Q4 2020 | 146 | $127,023,000 | +$15,218,590 | -$13,808,789 | +$1,409,801 | USMV, SCHD, BND, JPST, SCHM | 13F-HR | 16 Feb 2021, 07:01 |
| Q3 2020 | 128 | $114,104,000 | +$8,484,081 | -$5,896,996 | +$2,587,085 | USMV, SCHD, BND, JPST, DNKN | 13F-HR | 03 Nov 2020, 20:02 |
| Q2 2020 | 119 | $107,452,000 | +$20,582,335 | -$12,350,950 | +$8,231,385 | USMV, SCHD, BND, JPST, MSFT | 13F-HR | 19 Aug 2020, 12:04 |
| Q1 2020 | 104 | $88,890,000 | +$5,313,632 | -$15,028,157 | -$9,714,525 | USMV, SCHD, BND, JPST, EFAV | 13F-HR | 13 May 2020, 13:53 |
| Q4 2019 | 124 | $118,794,000 | +$2,018,111 | -$2,200,604 | -$182,493 | USMV, SCHD, BND, JPST, EFAV | 13F-HR | 07 Feb 2020, 13:36 |
| Q3 2019 | 121 | $115,937,000 | +$6,777,270 | -$3,813,729 | +$2,963,541 | USMV, SCHD, BND, JPST, EFAV | 13F-HR | 21 Nov 2019, 11:14 |
| Q2 2019 | 122 | $109,264,000 | +$13,188,642 | -$15,417,853 | -$2,229,211 | USMV, SCHD, JPST, BND, EFAV | 13F-HR | 13 Aug 2019, 19:46 |
| Q1 2019 | 122 | $110,792,000 | +$8,240,699 | -$4,572,342 | +$3,668,357 | USMV, SCHD, FLOT, SCHM, JPST | 13F-HR | 07 May 2019, 17:53 |
| Q4 2018 | 114 | $97,607,000 | +$6,071,714 | -$6,021,998 | +$49,716 | USMV, SCHD, FLOT, SCHM, EFAV | 13F-HR | 04 Feb 2019, 11:32 |
| Q3 2018 | 118 | $101,132,000 | +$6,774,052 | -$22,868,027 | -$16,093,975 | USMV, SCHD, SCHM, FLOT, EFAV | 13F-HR | 13 Nov 2018, 09:39 |
| Q2 2018 | 512 | $117,381,000 | +$3,197,877 | -$2,138,091 | +$1,059,786 | USMV, SCHD, FLOT, SCHM, EFAV | 13F-HR | 10 Aug 2018, 15:24 |
| Q1 2018 | 841 | $115,329,000 | +$11,029,468 | -$2,252,022 | +$8,777,446 | USMV, SCHD, FLOT, SCHM, EFAV | 13F-HR | 14 May 2018, 13:32 |
| Q4 2017 | 807 | $109,393,000 | $0 | $0 | $0 | SCHD, USMV, SCHM, FLOT, EFAV | 13F-HR | 14 Feb 2018, 11:22 |