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ACORN CREEK CAPITAL LLC

Q4 2024 · 13F-HR

ACORN CREEK CAPITAL LLCholdings as filed

Filed 2025-01-22 · accession 0001951757-25-000093

$194.6M
Reported value
77
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$28.1M14.4%68,483CommonNONE
922908744VTVVANGUARD INDEX FDS$25.8M13.3%152,681CommonNONE
25434V666DFLVDIMENSIONAL ETF TRUST$18.2M9.34%605,553CommonNONE
921937819BIVVANGUARD BD INDEX FDS$16.7M8.61%224,113CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$14.6M7.52%566,361CommonNONE
78463V107GLDSPDR GOLD TR$12.6M6.47%52,006CommonNONE
97717Y527USFRWISDOMTREE TR$10.5M5.40%208,700CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$8.3M4.28%127,951CommonNONE
46432F842IEFAISHARES TR$7.4M3.82%105,753CommonNONE
92204A702VGTVANGUARD WORLD FD$4.8M2.46%7,693CommonNONE
037833100AAPLAPPLE INC$4.7M2.39%18,577CommonNONE
25434V773DFISDIMENSIONAL ETF TRUST$4.2M2.18%172,682CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$3.8M1.96%77,704CommonNONE
594918104MSFTMICROSOFT CORP$2.8M1.46%6,752CommonNONE
67066G104NVDANVIDIA CORPORATION$2.3M1.18%17,160CommonNONE
023135106AMZNAMAZON COM INC$1.9M1.00%8,854CommonNONE
92189F676SMHVANECK ETF TRUST$1.5M0.76%6,081CommonNONE
02079K107GOOGALPHABET INC$1.2M0.64%6,551CommonNONE
30303M102METAMETA PLATFORMS INC$1.2M0.61%2,019CommonNONE
88160R101TSLATESLA INC$1.1M0.55%2,652CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$1.0M0.54%8,804CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.53%4,469CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$829,5860.43%6,868CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$813,5750.42%25,180CommonNONE
205887102CAGCONAGRA BRANDS INC$807,8170.42%29,111CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$807,2630.41%1,781CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$785,6870.40%3,278CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$739,6220.38%21,383CommonNONE
532457108LLYELI LILLY & CO$711,3050.37%921CommonNONE
513272104LWLAMB WESTON HLDGS INC$698,8800.36%10,458CommonNONE
02079K305GOOGLALPHABET INC$634,9390.33%3,354CommonNONE
92826C839VVISA INC$504,4810.26%1,596CommonNONE
235851102DHRDANAHER CORPORATION$470,0830.24%2,048CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$439,7800.23%15,061CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$427,3290.22%466CommonNONE
58933Y105MRKMERCK & CO INC$417,2070.21%4,194CommonNONE
00287Y109ABBVABBVIE INC$406,7550.21%2,289CommonNONE
46434V613IUSBISHARES TR$386,7760.20%8,557CommonNONE
G29183103ETNEATON CORP PLC$385,6130.20%1,162CommonNONE
166764100CVXCHEVRON CORP NEW$384,2870.20%2,653CommonNONE
742718109PGPROCTER AND GAMBLE CO$371,6230.19%2,217CommonNONE
75281A109RRCRANGE RES CORP$371,2780.19%10,319CommonNONE
30231G102XOMEXXON MOBIL CORP$370,5750.19%3,445CommonNONE
437076102HDHOME DEPOT INC$359,7020.18%925CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$337,7290.17%1,590CommonNONE
64110L106NFLXNETFLIX INC$336,0280.17%377CommonNONE
759530108RELXRELX PLC$328,7720.17%7,238CommonNONE
66987V109NVSNOVARTIS AG$327,7400.17%3,368CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$325,2600.17%21,512CommonNONE
57636Q104MAMASTERCARD INCORPORATED$312,7940.16%594CommonNONE
79466L302CRMSALESFORCE INC$308,6140.16%923CommonNONE
931142103WMTWALMART INC$302,9830.16%3,353CommonNONE
907818108UNPUNION PAC CORP$289,5520.15%1,270CommonNONE
060505104BACBANK AMERICA CORP$279,3460.14%6,356CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$275,2310.14%544CommonNONE
404280406HSBCHSBC HLDGS PLC$273,9950.14%5,540CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$272,1080.14%1,213CommonNONE
04010L103ARCCARES CAPITAL CORP$267,4300.14%12,217CommonNONE
25434V716DFSUDIMENSIONAL ETF TRUST$267,2880.14%7,052CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$264,7500.14%4,314CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$261,7550.13%6,343CommonNONE
713448108PEPPEPSICO INC$245,2820.13%1,613CommonNONE
369550108GDGENERAL DYNAMICS CORP$243,7230.13%925CommonNONE
464287622IWBISHARES TR$242,9090.12%754CommonNONE
872590104TMUST-MOBILE US INC$238,3880.12%1,080CommonNONE
478160104JNJJOHNSON & JOHNSON$232,0140.12%1,604CommonNONE
617446448MSMORGAN STANLEY$226,2170.12%1,799CommonNONE
580135101MCDMCDONALDS CORP$225,4580.12%778CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$215,0030.11%734CommonNONE
718172109PMPHILIP MORRIS INTL INC$213,8810.11%1,777CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$212,6460.11%6,781CommonNONE
25434V690DFSIDIMENSIONAL ETF TRUST$211,7450.11%6,446CommonNONE
G0403H108AONAON PLC$210,0370.11%585CommonNONE
G54950103LINLINDE PLC$205,6780.11%491CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$204,7330.11%931CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$195,1840.10%13,470CommonNONE
40609P105HNRGHALLADOR ENERGY COMPANY$114,5000.06%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.