Question 1

What stocks does ACORN FINANCIAL ADVISORY SERVICES INC ADV hold in its portfolio?

Accepted Answer

ACORN FINANCIAL ADVISORY SERVICES INC ADV's top stock holdings include AGG, BRKB, LLY and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ACORN FINANCIAL ADVISORY SERVICES INC ADV's largest stock holdings?

Accepted Answer

ACORN FINANCIAL ADVISORY SERVICES INC ADV is an institutional investor tracked through 13F filings with the SEC. Their most recent filing (Tue, Jun 30, 2026) reported approximately $753M in holdings.

Top holdings: AGG ($56M), BRKB ($31M), LLY ($28M), VEA ($52M), AG ($16M).

Question 3

When was ACORN FINANCIAL ADVISORY SERVICES INC ADV's last SEC filing?

Accepted Answer

ACORN FINANCIAL ADVISORY SERVICES INC ADV's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ACORN FINANCIAL ADVISORY SERVICES INC ADV recently bought or sold?

Accepted Answer

ACORN FINANCIAL ADVISORY SERVICES INC ADV's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ACORN FINANCIAL ADVISORY SERVICES INC ADV reported?

Accepted Answer

ACORN FINANCIAL ADVISORY SERVICES INC ADV's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ACORN FINANCIAL ADVISORY SERVICES INC ADV invest in?

Accepted Answer

ACORN FINANCIAL ADVISORY SERVICES INC ADV's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.