ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Top Portfolio Positions
112 positions ·
$293,494,127 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
483,758 | $42,648,105 | 14.53% | |
| XOM |
Exxon Mobil Corp
Energy
|
179,187 | $30,400,866 | 10.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
57,786 | $27,691,051 | 9.43% | |
| IBIT |
iShares Bitcoin Trust ETF
|
658,879 | $25,314,131 | 8.63% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
899,840 | $19,328,563 | 6.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
27,774 | $16,030,597 | 5.46% | |
| FRO |
Frontline plc
Energy
|
386,264 | $13,465,163 | 4.59% | |
| INSW |
International Seaways, Inc.
Energy
|
180,365 | $13,145,001 | 4.48% | |
| DHT |
DHT Holdings, Inc.
Energy
|
718,271 | $13,122,811 | 4.47% | |
| AAPL |
Apple Inc.
Technology
|
43,786 | $11,112,448 | 3.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,328,563 | 899,840 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,255,462 | 915,694 | Shares | Sole | 2026-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||