Acorn Wealth Advisors, LLC
Top Portfolio Positions
100 positions ·
$86,865,684 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
16,512 | $6,112,247 | 7.04% | |
| AAPL |
Apple Inc.
Technology
|
22,055 | $5,597,338 | 6.44% | |
| NVDA |
Nvidia Corp
Technology
|
27,422 | $4,782,396 | 5.51% | |
| GLD |
Spdr Gold Trust
|
9,660 | $4,156,601 | 4.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,663 | $3,724,948 | 4.29% | |
| CAT |
Caterpillar Inc
Industrials
|
4,217 | $2,987,575 | 3.44% | |
| SLV |
iShares Silver Trust
|
37,969 | $2,587,207 | 2.98% | |
| AVGO |
Broadcom Inc.
Technology
|
8,149 | $2,522,196 | 2.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,467 | $1,971,692 | 2.27% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,171 | $1,955,745 | 2.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSB
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $346,500 | 11,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $423,720 | 11,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $321,970 | 11,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $263,560 | 11,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $299,200 | 11,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $309,210 | 11,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $249,150 | 11,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $189,530 | 11,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $194,700 | 11,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $225,170 | 11,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $220,770 | 11,000 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $214,030 | 8,500 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $208,420 | 8,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $226,440 | 8,500 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $224,570 | 8,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $252,535 | 8,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $300,900 | 8,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $255,680 | 8,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $238,425 | 8,500 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||