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Acorns Advisers, LLC

Location
IRVINE, CA
Portfolio Value
Small $116,683,811
Diversification
Diversified
Filing Date
Global Rank
#5,359 / 8,592 ▲ 345
Top Industry
Semiconductors 27.5%
3Y Alpha vs SPY
+1.0%
Period ended 3 months ago
Filed May 14, 2026 · 36d
12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+77.3%
SPY
+73.4%
Annualised alpha
+1.0%
Max drawdown
−28.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
21.4%
−0.7 pts
Top 5
53.6%
−3.4 pts
Top 10
66.0%
−3.3 pts
HHI
801
Jun 2023 → Mar 2026 · range 801 – 5,116
Diversified−77

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 43.7% $50,984,732
Consumer Cyclical 21.5% $25,095,477
Communication Services 7.8% $9,085,993
Industrials 6.1% $7,095,527
Financial Services 5.8% $6,748,685
Consumer Defensive 4.9% $5,775,788
Healthcare 4.5% $5,200,490
Energy 3.7% $4,336,630
Utilities 1.1% $1,295,101
Real Estate 0.9% $1,065,388

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
70 positions · $116,683,811 total · as of Mar 31, 2026
Showing 1–50 of 70 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History