Acorn Financial Advisory Services Inc. filed a Form 13F-HR on November 2, 2026, disclosing equity holdings as of September 30, 2026. The filing lists 238 separate equity positions held by the firm.
The largest position disclosed in the filing is Amazon.com Inc., for which Acorn Financial Advisory holds 7,437 shares. The firm also holds significant positions in Invesco QQQ Trust Series I (28,384 shares) and iShares Gold Trust (495,954 shares). Other notable holdings include TripAdvisor Inc. (56,948 shares), Johnson & Johnson (1,520 shares), and Akamai Technologies Inc. (2,690 shares).
The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Among the individual stocks listed are Costco Wholesale Corporation (288 shares), Coca-Cola Co. (7,405 shares), Marriott International Inc. (11,829 shares), and Netflix Inc. (4,703 shares). The ETFs listed include Vanguard S&P 500 ETF (52,397 shares), iShares Silver Trust (7,663 shares), and iShares Core S&P Small Cap ETF (2,979 shares).
The filing also includes several cryptocurrency-related trusts, such as iShares Bitcoin Trust ETF (872,682 shares) and Grayscale Bitcoin Mini Trust ETF (23,836 shares). Additionally, the filing lists positions in various bond ETFs, including iShares Core MSCI Emerging Markets ETF (2,918 shares) and Vanguard Total Bond Market ETF (3,794 shares).
