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Aquire Wealth Advisors

Latest statistics and disclosures from Aquire Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFAI, DFAE, SPTM, AGG, and represent 77.02% of Aquire Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU, DFAI, DFAE, AGG, MUB, SCHB, SPIB, SPIP, BRK.B, VO.
Started 5 new stock positions in APH, NFLX, BRK.B, VO, COST.
Reduced shares in these 10 stocks: SPTM, ITM, BSV, SPDW, SHM, IWV, USDX, SPEM, SPAB, VNQ.
Sold out of its position in USDX.
Aquire Wealth Advisors was a net buyer of stock by $9.2M.
Aquire Wealth Advisors has $323M in assets under management (AUM), dropping by 1.37%.
Central Index Key (CIK): 0001745945

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Positions held by Aquire Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	45.3	$146M	+3%	3.6M	40.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	11.7	$38M	+8%	1.3M	29.20	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	9.4	$30M	+5%	1.2M	25.37	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	6.8	$22M	-4%	308k	71.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$12M	+9%	125k	96.90	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$8.9M	+6%	83k	106.55	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.8	$5.8M	+5%	178k	32.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.8	$5.8M	-4%	169k	34.13	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	1.7	$5.5M	+5%	215k	25.31	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.4	$4.6M	-4%	14k	334.25	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.4	$4.4M	+4%	96k	45.62	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.2	$4.0M	-5%	85k	47.39	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$3.8M	-4%	98k	38.37	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.0	$3.3M	-4%	133k	24.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$3.0M	-7%	39k	77.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.4M		8.1k	289.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.1M	-5%	23k	89.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.0M	-4%	41k	47.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$2.0M		57k	34.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$1.7M		70k	24.86	View chart
Apple (AAPL)	0.4	$1.4M		5.7k	250.43	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$1.1M	-39%	25k	46.10	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$1.1M	-8%	11k	100.60	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.3	$1.1M	-8%	12k	92.74	View chart
Tesla Motors (TSLA)	0.3	$898k		2.2k	403.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$794k		18k	44.04	View chart
Amazon (AMZN)	0.2	$776k	-9%	3.5k	219.39	View chart
NVIDIA Corporation (NVDA)	0.2	$733k	+2%	5.5k	134.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$644k		1.2k	538.82	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$573k	+181%	25k	22.70	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$471k	-9%	9.3k	50.47	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$461k	-10%	11k	42.89	View chart
Eli Lilly & Co. (LLY)	0.1	$452k		585.00	772.00	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$426k	+5%	5.6k	76.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$399k	+5%	2.1k	189.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$380k	+4%	1.6k	242.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$313k	+5%	534.00	586.08	View chart
Microsoft Corporation (MSFT)	0.1	$299k		708.00	421.76	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$268k	+5%	4.7k	57.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$267k	NEW	589.00	453.28	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$253k		444.00	569.58	View chart
Meta Platforms Cl A (META)	0.1	$244k		417.00	585.54	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$244k	-25%	2.3k	106.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$226k	+4%	363.00	622.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$209k	NEW	792.00	264.40	View chart
Costco Wholesale Corporation (COST)	0.1	$204k	NEW	223.00	916.27	View chart
Amphenol Corp Cl A (APH)	0.1	$204k	NEW	2.9k	69.45	View chart
Netflix (NFLX)	0.1	$203k	NEW	228.00	891.32	View chart
Blackrock Muni Intermediate Drtn Fnd (MUI)	0.1	$180k		15k	12.12	View chart
Western Asset Intm Muni Fd I (SBI)	0.0	$152k		20k	7.74	View chart

Past Filings by Aquire Wealth Advisors

SEC 13F filings are viewable for Aquire Wealth Advisors going back to 2021

Aquire Wealth Advisors 2024 Q4 filed Feb. 13, 2025
Aquire Wealth Advisors 2024 Q3 filed Nov. 4, 2024
Aquire Wealth Advisors 2024 Q1 filed May 13, 2024
Aquire Wealth Advisors 2023 Q4 filed Jan. 11, 2024
Aquire Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Aquire Wealth Advisors 2023 Q2 filed Aug. 3, 2023
Aquire Wealth Advisors 2023 Q1 filed May 1, 2023
Aquire Wealth Advisors 2022 Q4 filed Jan. 20, 2023
Aquire Wealth Advisors 2022 Q3 filed Oct. 18, 2022
Aquire Wealth Advisors 2022 Q2 filed July 27, 2022
Aquire Wealth Advisors 2022 Q1 filed April 28, 2022
Aquire Wealth Advisors 2021 Q4 filed Feb. 9, 2022

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