Acorn Financial Advisory Services Inc.
Annual return '25
+1.7%
SPY '25
+17.7%
Alpha
-16.0ptsvs SPY
Invested
$729.8M
Holdings
214
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q1 2026: Exited (was 472.6k shares)
7.3%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 686.4k shares)
6.8%
03
$IAU
ISHARES GOLD TR
Q1 2026: Exited (was 469.4k shares)
5.8%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 101.7k shares)
5.8%
05
$PYLD
PIMCO ETF TR
Q1 2026: Exited (was 1.14M shares)
5.4%
06
$SPTS
SPDR SERIES TRUST
Q1 2026: Exited (was 1.17M shares)
5.2%
07
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 15.8k shares)
4.2%
08
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 263.0k shares)
4.2%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Exited (was 3.3k shares)
3.8%
10
$IBIT
ISHARES BITCOIN TRUST ETF
Q1 2026: Exited (was 594.4k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:24 UTC.