Acorn Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0001730610
13F-HR · 94 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
53.0%
Acorn Wealth Advisors, LLC — $141M AUM allocation strategy
Acorn Wealth Advisors, LLC files SEC Form 13F and reports $141M of long US equity value across 94 reported holdings for 2026-03-31.
Its largest sector bet is Financials 35.6%, followed by Information Technology 13.5% and Industrials 2.1%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Acorn Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$141M
total across 94 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +23.7K sh · +$1.21M+$MS +14.2K sh · +$670K+$DTE +1.77K sh · +$352K
Biggest trims (shares)
−$GS −8.59K sh · −$359K−$NVDA −5.34K sh · −$1.33M−$IVV −4.81K sh · −$233K
Exited to nil (held last quarter, gone now)
$CHD ($273K last qtr)$QCOM ($259K last qtr)$ABT ($220K last qtr)$NOW ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage22.9%—
- Asset Management & Custody Banks6.5%—
- Semiconductors5.2%—
- Systems Software4.3%—
- Technology Hardware, Storage & Peripherals4.0%—
- Diversified Banks2.6%—
- Construction Machinery & Heavy Transportation Equipment2.1%—
- Financial Exchanges & Data1.9%—
- Other holdings50.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 946K | $28M | +23.7K | 19.9% |
| $IVZ | Invesco Ltd | 68.1K | $7.41M | -4.35K | 5.3% |
| $MSFT | Microsoft Corporation | 16.5K | $6.11M | +415 | 4.3% |
| $AAPL | Apple Inc | 22.1K | $5.6M | -2.24K | 4.0% |
| $NVDA | NVIDIA Corporation | 27.4K | $4.78M | -5.34K | 3.4% |
| $MS | Morgan Stanley | 83.1K | $4.22M | +14.2K | 3.0% |
| $JPM | JP Morgan Chase & Co | 12.7K | $3.72M | +65 | 2.6% |
…and 87 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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