Acorns Advisers, LLC — 13F Holdings & Portfolio
CIK 1701879 · latest 13F-HR filed 2026-08-14
Acorns Advisers, LLC manages $15.34B in 13F-reported U.S. long-equity assets across 107 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (43.52%), IXUS (23.23%), AGG (9.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 1; 84 existing positions rose in reported value and 3 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$15.34B
Long-equity book
Holdings
107
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+3 / −1 / ↑84 / ↓3
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26VOO43.5% · +1%IXUS23.2% · +2%AGG9.4% · +9%IJH7.1% · +2%ISTB4.0% · +8%IJR3.6% · +1%ESGU2.8% · -0%ESGD1.1% · +4%BITO0.5% · +18%SUSA0.5% · 0%ESGE0.4% · -2%GBIL0.4% · +1%SHV0.4% · +1%ICSH0.4% · +1%JPST0.4% · +1%BIL0.4% · +1%ESML0.2% · -0%NVDA0.2% · +7%GOVT0.2% · +7%MBB0.2% · +7%SUSC0.2% · +6%SHY0.1% · +6%SUSB0.1% · +6%TSLA0.1% · +9%AAPL0.1% · +5%AMZN0.1% · +7%AMD0.1% · -7%XLK0.0% · +3%MSFT0.0% · +15%META0.0% · +17%GOOG0.0% · +6%GOOGL0.0% · +10%INTC0.0% · -14%AVGO0.0% · +9%LLY0.0% · +11%BRK.B0.0% · +4%GEV0.0% · +6%JEPI0.0% · +18%COST0.0% · +20%XOM0.0% · +22%CVX0.0% · +24%CAT0.0% · +7%WMT0.0% · +16%XLE0.0% · +15%NFLX0.0% · +23%GE0.0% · +7%KO0.0% · +13%ORCL0.0% · +7%LMT0.0% · +26%UNH0.0% · -8%XLF0.0% · +9%JPM0.0% · +13%HD0.0% · +9%BLK0.0% · +10%XLV0.0% · +10%AMAT0.0% · +1%IBM0.0% · +18%XLU0.0% · +21%JNJ0.0% · +11%MCD0.0% · +20%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 95.7%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Aug 3, 2026.
Assets Under Management
$13.39B
Discretionary
$13.26B
Employees
302
Accounts
5,152,940
Address
5300 CALIFORNIA AVENUE
IRVINE, CA 92617
IRVINE, CA 92617
Phone
(855) 739-2859
This firm reports 1 disclosure item on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ACORNS GROW INCORPORATED Control | MANAGING MEMBER since Sep 2012 | 75% or more | Domestic Entity |
| CHISOLM, DENISE, ANDREA Control | CHIEF COMPLIANCE OFFICER since Jul 2022 | Less than 5% | Individual |
| Sullivan, Beau Control | CHIEF EXECUTIVE OFFICER since Jul 2024 | Less than 5% | Individual |
Ownership & leadership changes · 14 filings with changes since Sep 17, 2013
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Jul 18, 2024 filing
- No longer listedWunder, Seth · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Jul 2022
- AddedSullivan, Beau · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Nov 30, 2022 filing
- No longer listedCRUTTENDEN, WALTER, WEMPLE · CHAIRMAN · Less than 5% · listed since Sep 2012
Aug 4, 2022 filing
- No longer listedField, Manning, Reynolds · CEO / INTERIM CCO & CEO / MANAGING DIRECTOR · Less than 5% · control person · listed since Jul 2017
- AddedCHISOLM, DENISE, ANDREA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedWunder, Seth · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Mar 31, 2022 filing
- No longer listedMAKSTENIEKS, CATHERINE, ANN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2020
- ChangedField, Manning, Reynolds · title CEO / MANAGING DIRECTOR → CEO / INTERIM CCO & CEO / MANAGING DIRECTOR
May 19, 2021 filing
- No longer listedACORNS GROW, INC. · MANAGING MEMBER · 75% or more · control person · listed since Sep 2012
- No longer listedCRUTTENDEN, WALTER, WEMPLE · CHAIRMAN · General partner, trustee or manager · indirect via ACORNS GROW, INC. · control person · listed since Feb 2012
- AddedACORNS GROW INCORPORATED · MANAGING MEMBER · 75% or more · control person
- AddedMAKSTENIEKS, CATHERINE, ANN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedCRUTTENDEN, WALTER, WEMPLE · no longer a control person
- ChangedField, Manning, Reynolds · title MANAGING DIRECTOR/CCO → CEO / MANAGING DIRECTOR
Sep 4, 2020 filing
- No longer listedMoukios, Michelle, J · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2020
- ChangedField, Manning, Reynolds · title MANAGING DIRECTOR → MANAGING DIRECTOR/CCO
May 15, 2020 filing
- No longer listedAdams, Daniel, Evan · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2018
- AddedMoukios, Michelle, J · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Oct 31, 2018 filing
- No longer listedSVORINIC, PETER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2016
- AddedAdams, Daniel, Evan · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Sep 15, 2017 filing
- No longer listedDIGNAN, SEAN, ROBERT · CHIEF OPERATIONS OFFICER · Less than 5% · listed since Dec 2016
Jul 31, 2017 filing
- AddedField, Manning, Reynolds · MANAGING DIRECTOR · Less than 5% · control person
- ChangedCRUTTENDEN, WALTER, WEMPLE · title MANAGER, CEO → CHAIRMAN
Older changes (5 more filings)
Dec 15, 2016 filing
- No longer listedCRUTTENDEN, JEFFREY, JAMES · CHIEF OPERATIONS OFFICER · Less than 5% · control person · listed since Apr 2016
- AddedSVORINIC, PETER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedCRUTTENDEN, WALTER, WEMPLE · indirect via ACORNS GROW, INC.: title CHAIRMAN, CEO → CHAIRMAN
- ChangedDIGNAN, SEAN, ROBERT · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATIONS OFFICER
Jul 19, 2016 filing
- Listed againCRUTTENDEN, JEFFREY, JAMES · CHIEF OPERATIONS OFFICER · Less than 5% · control person
- ChangedCRUTTENDEN, WALTER, WEMPLE · indirect via ACORNS GROW, INC.: ownership 25–50% → General partner, trustee or manager
Jan 5, 2016 filing
- No longer listedCRUTTENDEN, JEFFREY, JAMES · COO · Less than 5% · control person · listed since Sep 2012
Sep 19, 2013 filing
- ChangedACORNS GROW, INC. · title PARENT COMPANY → MANAGING MEMBER
- ChangedCRUTTENDEN, WALTER, WEMPLE · title CEO → MANAGER, CEO
- ChangedCRUTTENDEN, WALTER, WEMPLE · indirect via ACORNS GROW, INC.: title CHIEF EXECUTIVE OFFICER → CHAIRMAN, CEO
Sep 17, 2013 filing (earliest on record)
- ListedACORNS GROW, INC. · PARENT COMPANY · 75% or more · control person
- ListedCRUTTENDEN, JEFFREY, JAMES · COO · Less than 5% · control person
- ListedCRUTTENDEN, WALTER, WEMPLE · CEO · Less than 5% · control person
- ListedCRUTTENDEN, WALTER, WEMPLE · CHIEF EXECUTIVE OFFICER · 25–50% · indirect via ACORNS GROW, INC. · control person
- ListedDIGNAN, SEAN, ROBERT · CHIEF COMPLIANCE OFFICER · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$932.2M +16.2%
- ISHARES TR$402.4M +12.7%
- ISHARES TR$152.6M +16.3%
- ISHARES TR$110.5M +8.3%
- ISHARES TR$93.1M +20.6%
Top Trims
- NETFLIX INC. COM-$148.0K -9.0%
- AT&T INC COM-$73.0K -22.1%
- VERIZON COMMUNICATIONS INC COM-$24.0K -8.3%
New Positions
- SPACE EXPLORATION TECHN CORP CLASS A COM STK$535.0K
- SPDR SERIES TRUST ST STR SP RETAIL$402.0K
- TEXAS INSTRS INC COM$281.0K
Acorns Advisers, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $6.67B | 43.52% | 9,716,948 | SH |
| 2 | ISHARES TR | IXUS | 46432F834 | $3.56B | 23.23% | 37,327,069 | SH |
| 3 | ISHARES TR | AGG | 464287226 | $1.45B | 9.44% | 14,625,279 | SH |
| 4 | ISHARES TR | IJH | 464287507 | $1.09B | 7.09% | 14,093,257 | SH |
| 5 | ISHARES TR | ISTB | 46432F859 | $616.1M | 4.02% | 12,768,271 | SH |
| 6 | ISHARES TR | IJR | 464287804 | $545.1M | 3.55% | 3,675,530 | SH |
| 7 | ISHARES TR | ESGU | 46435G425 | $433.2M | 2.82% | 2,646,512 | SH |
| 8 | ISHARES TR | ESGD | 46435G516 | $168.8M | 1.10% | 1,642,193 | SH |
| 9 | PROSHARES TR | BITO | 74347G440 | $73.3M | 0.48% | 9,189,016 | SH |
| 10 | ISHARES TR | SUSA | 464288802 | $69.6M | 0.45% | 451,365 | SH |
| 11 | ISHARES TR | ESGE | 46434G863 | $65.0M | 0.42% | 1,187,994 | SH |
| 12 | GOLDMAN SACHS ETF TR | GBIL | 381430529 | $54.5M | 0.36% | 544,006 | SH |
| 13 | ISHARES TR | SHV | 464288679 | $54.4M | 0.35% | 493,047 | SH |
| 14 | ISHARES TR | ICSH | 46434V878 | $54.4M | 0.35% | 1,074,931 | SH |
| 15 | JP MORGAN EXCHANGE TRADED FD | JPST | 46641Q837 | $54.3M | 0.35% | 1,074,374 | SH |
| 16 | SPDR SERIES TRUST | BIL | 78468R663 | $54.3M | 0.35% | 592,581 | SH |
| 17 | ISHARES TR | ESML | 46435U663 | $35.8M | 0.23% | 639,445 | SH |
| 18 | NVIDIA CORPORATION COM | NVDA | 67066G104 | $30.8M | 0.20% | 154,002 | SH |
| 19 | ISHARES TR | GOVT | 46429B267 | $29.4M | 0.19% | 1,289,961 | SH |
| 20 | ISHARES TR | MBB | 464288588 | $28.0M | 0.18% | 296,322 | SH |
| 21 | ISHARES TR | SUSC | 46435G193 | $25.3M | 0.16% | 1,092,474 | SH |
| 22 | ISHARES TR | SHY | 464287457 | $17.5M | 0.11% | 213,105 | SH |
| 23 | ISHARES TR | SUSB | 46435G243 | $17.5M | 0.11% | 698,679 | SH |
| 24 | TESLA INC COM | TSLA | 88160R101 | $15.5M | 0.10% | 36,762 | SH |
| 25 | APPLE INC COM | AAPL | 037833100 | $12.3M | 0.08% | 42,388 | SH |
| 26 | AMAZON COM INC COM | AMZN | 023135106 | $11.4M | 0.07% | 48,042 | SH |
| 27 | ADVANCED MICRO DEVICES INC COM | AMD | 007903107 | $8.7M | 0.06% | 14,921 | SH |
| 28 | SELECT SECTOR SPDR TR STATE STREET TEC | XLK | 81369Y803 | $7.2M | 0.05% | 38,056 | SH |
| 29 | MICROSOFT CORP COM | MSFT | 594918104 | $6.2M | 0.04% | 16,698 | SH |
| 30 | META PLATFORMS INC CL A | META | 30303M102 | $4.1M | 0.03% | 7,321 | SH |
| 31 | ALPHABET INC CAP STK CL C | GOOG | 02079K107 | $3.8M | 0.02% | 10,617 | SH |
| 32 | ALPHABET INC CAP STK CL A | GOOGL | 02079K305 | $3.7M | 0.02% | 10,333 | SH |
| 33 | INTEL CORP COM | INTC | 458140100 | $3.4M | 0.02% | 24,002 | SH |
| 34 | BROADCOM INC COM | AVGO | 11135F101 | $3.1M | 0.02% | 8,213 | SH |
| 35 | ELI LILLY & CO COM | LLY | 532457108 | $3.1M | 0.02% | 2,555 | SH |
| 36 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK.B | 084670702 | $2.8M | 0.02% | 5,505 | SH |
| 37 | GE VERNOVA INC COM | GEV | 36828A101 | $2.5M | 0.02% | 2,152 | SH |
| 38 | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | JEPI | 46641Q332 | $2.5M | 0.02% | 44,426 | SH |
| 39 | COSTCO WHOLESALE CORPORATION COM | COST | 22160K105 | $2.4M | 0.02% | 2,618 | SH |
| 40 | EXXON MOBIL CORP COM | XOM | 30231G102 | $2.1M | 0.01% | 15,001 | SH |
| 41 | CHEVRON CORPORATION COM | CVX | 166764100 | $1.9M | 0.01% | 11,219 | SH |
| 42 | CATERPILLAR INC COM | CAT | 149123101 | $1.8M | 0.01% | 1,701 | SH |
| 43 | WALMART INC COM | WMT | 931142103 | $1.7M | 0.01% | 15,128 | SH |
| 44 | SELECT SECTOR SPDR TR STATE STREET ENE | XLE | 81369Y506 | $1.7M | 0.01% | 31,575 | SH |
| 45 | NETFLIX INC. COM | NFLX | 64110L106 | $1.5M | 0.01% | 20,987 | SH |
| 46 | GE AEROSPACE COM NEW | GE | 369604301 | $1.5M | 0.01% | 3,970 | SH |
| 47 | COCA COLA CO COM | KO | 191216100 | $1.4M | 0.01% | 17,255 | SH |
| 48 | ORACLE CORP COM | ORCL | 68389X105 | $1.2M | 0.01% | 8,399 | SH |
| 49 | LOCKHEED MARTIN CORP COM | LMT | 539830109 | $1.2M | 0.01% | 2,282 | SH |
| 50 | UNITEDHEALTH GROUP INC COM | UNH | 91324P102 | $1.1M | 0.01% | 2,706 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $15.34B | 107 | 0001701879-26-000004 |
| 2026-03-31 | 2026-05-14 | $13.45B | 105 | 0001701879-26-000002 |
| 2025-12-31 | 2026-02-13 | $13.32B | 105 | 0001701879-26-000001 |
| 2025-09-30 | 2025-11-13 | $12.71B | 99 | 0001701879-25-000007 |
Filer Information
Address
5300 CALIFORNIA AVEIRVINE, CA 92617
Phone
(865) 696-9970
Filing Manager
Acorns Advisers, LLC
IRVINE, CA
Signatory
Derek Harper
Director of Financial Operations