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Acorn Wealth Advisors, LLC → AAPL

Acorn Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.5M
Q4 2025$6.6M
Q1 2026$5.6M
Q2 2026$6.3M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M22.1K——
Q2 2026$6.3M21.9K——
Q1 2026$5.6M22.1K——
Q4 2025$6.6M24.3K——
Q3 2025$6.5M25.4K——

Other funds holding AAPL

Other Acorn Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$20.2M
VGES

VANGUARD BD INDEX FDS

$19.7M
VGES

VANGUARD BD INDEX FDS

$19.6M
VGES

VANGUARD BD INDEX FDS

$18.3M
VGES

VANGUARD BD INDEX FDS

$18.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$13M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.6M