ACORN FINANCIAL ADVISORY SERVICES INC /ADV — 13F holdings

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported 223 holdings worth $753M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. AGG ISHARES TR — $56.2M (7.5%)
2. VEA VANGUARD TAX-MANAGED FDS — $52.5M (7.0%)
3. PYLD PIMCO ETF TR — $42.9M (5.7%)
4. SPTS SPDR SERIES TRUST — $41.7M (5.5%)
5. IAU ISHARES GOLD TR — $37.8M (5.0%)
6. BRK.B BERKSHIRE HATHAWAY INC DEL — $30.5M (4.1%)
7. VOO VANGUARD INDEX FDS — $29.9M (4.0%)
8. AVUV AMERICAN CENTY ETF TR — $29.9M (4.0%)
9. IBIT ISHARES BITCOIN TRUST ETF — $28.3M (3.8%)
10. LLY ELI LILLY & CO — $27.6M (3.7%)