Acorn Wealth Advisors, LLC
CIK
1730610
City
Grand Blanc
State / Country
MI
Top Portfolio Positions
101 positions ·
$89,289,956 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
16,512 | $6,112,247 | 6.85% | |
| AAPL |
Apple Inc.
Technology
|
22,055 | $5,597,338 | 6.27% | |
| NVDA |
Nvidia Corp
Technology
|
27,422 | $4,782,396 | 5.36% | |
| GLD |
Spdr Gold Trust
|
9,660 | $4,156,601 | 4.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,663 | $3,724,948 | 4.17% | |
| CAT |
Caterpillar Inc
Industrials
|
4,217 | $2,987,575 | 3.35% | |
| SLV |
iShares Silver Trust
|
37,969 | $2,587,207 | 2.90% | |
| AVGO |
Broadcom Inc.
Technology
|
8,149 | $2,522,196 | 2.82% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,059 | $2,424,272 | 2.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,467 | $1,971,692 | 2.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MIY
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,245 | 20,391 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $239,390 | 20,391 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $254,409 | 22,554 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $258,921 | 23,453 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $266,895 | 23,453 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $266,609 | 23,847 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $286,402 | 23,847 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $272,809 | 23,847 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $274,478 | 23,847 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $283,352 | 24,943 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $252,082 | 25,386 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $280,040 | 25,343 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $282,323 | 25,230 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $272,037 | 24,530 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $303,025 | 24,477 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $307,065 | 23,351 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $298,447 | 23,298 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $353,126 | 23,020 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $376,230 | 24,320 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $382,722 | 24,836 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $373,345 | 24,840 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $365,065 | 25,056 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $355,701 | 25,371 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $342,891 | 25,287 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $201,227 | 15,187 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||