Acorn Wealth Advisors, LLC
RIA/Wealth
Acorn Wealth Advisors, LLC is a RIA/Wealth based in Grand Blanc, MI led by Todd Paul Tarantino, reporting $429.9M in AUM as of Q3 2025 with 69% ETF concentration.
CEOTodd Paul Tarantino
- Portfolio Value
- $318.8M
- Positions
- 280
- Top Holding
- BND at 5.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Acorn Wealth Advisors, LLC's portfolio (28.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $18.3M | 5.73% | +$5.2K Bought | — 245.6K shares | |
ETF ETF | $11.8M | 3.69% | -$330.3K Sold | — 431.3K shares | |
ETF ETF | $9.6M | 3.03% | +$3.0M Bought | — 250.2K shares | |
ETF ETF | $9.5M | 2.99% | +$16.4K Bought | — 96.3K shares | |
Software - Infrastructure Technology | $8.4M | 2.65% | +$342.9K Bought | 0.00% 16.3K shares | |
ETF ETF | $6.8M | 2.15% | +$1.4M Bought | — 214.6K shares | |
ETF ETF | $6.8M | 2.13% | -$82.3K Sold | — 159.1K shares | |
Consumer Electronics Technology | $6.5M | 2.03% | +$1.6M Bought | 0.00% 25.4K shares | |
ETF ETF | $6.3M | 1.98% | -$8.2K Sold | — 22.4K shares | |
Unknown Unknown | $6.1M | 1.92% | +$68.2K Bought | — 28.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Acorn Wealth Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Acorn Wealth Advisors, LLC
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