Acorn Wealth Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1730610 Grand Blanc, MI

Position in MSFT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$6,223,092

+$110,845 QoQ

Shares Held

16,683

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.95%

of 13F equity value

Holder Rank

#3,041

of 6,218 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Acorn Wealth Advisors, LLC holds $8,126,524 across 6 Software - Infrastructure names. MSFT ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	16,683	$6,223,092
2	FTNT	Fortinet, Inc.	5,310	$815,722
3	PLTR	Palantir Technologies Inc.	4,657	$543,332
4	CRWD	CrowdStrike Holdings, Inc.	1,704	$325,097
5	ORCL	Oracle Corp	1,443	$211,471
6	DVLT	Datavault AI Inc.	22,315	$7,810

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,223,092	16,683	+1.0%	Shares	Sole	2026-07-30
2026-03-31	$6,112,247	16,512	+2.6%	Shares	Sole	2026-04-30
2025-12-31	$7,784,831	16,097	-1.2%	Shares	Sole	2026-02-10
2025-09-30	$8,439,995	16,295	+4.2%	Shares	Sole	2025-10-31
2025-06-30	$7,776,010	15,633	-2.0%	Shares	Sole	2025-08-14
2025-03-31	$5,988,596	15,953	-0.3%	Shares	Sole	2025-05-01
2024-12-31	$6,746,529	16,006	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$6,877,054	15,982	+1.7%	Shares	Sole	2024-11-13
2024-06-30	$7,024,713	15,717	+3.5%	Shares	Sole	2024-07-30
2024-03-31	$6,389,053	15,186	-0.3%	Shares	Sole	2024-04-26
2023-12-31	$5,730,097	15,238	-0.7%	Shares	Sole	2024-02-07
2023-09-30	$4,844,552	15,343	-0.8%	Shares	Sole	2023-11-07
2023-06-30	$5,265,088	15,461	+2.3%	Shares	Sole	2023-08-02
2023-03-31	$4,357,942	15,116	-6.0%	Shares	Sole	2023-05-09
2022-12-31	$3,854,866	16,074	+0.8%	Shares	Sole	2023-02-10
2022-09-30	$3,713,357	15,944	+8.4%	Shares	Sole	2022-11-09
2022-06-30	$3,778,739	14,713	+0.2%	Shares	Sole	2022-08-08
2022-03-31	$4,525,065	14,677	-0.4%	Shares	Sole	2022-05-03
2021-12-31	$4,956,684	14,738	-0.5%	Shares	Sole	2022-02-14
2021-09-30	$4,177,208	14,817	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$4,051,851	14,957	-0.0%	Shares	Sole	2021-08-16
2021-03-31	$3,528,062	14,964	+1.0%	Shares	Sole	2021-05-14
2020-12-31	$3,293,817	14,809	-0.9%	Shares	Sole	2021-02-16
2020-09-30	$3,142,330	14,940	-0.3%	Shares	Sole	2020-11-04
2020-06-30	$3,048,172	14,978	-0.8%	Shares	Sole	2020-08-19
2020-03-31	$2,382,367	15,106	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.