Aquire Wealth Advisors

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

  • Top 5 stock holdings are DFAU, DFAI, SPTM, DFAE, AGG, and represent 76.31% of Aquire Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: SCHF, NFLX, AOM, VOO, SHM, TFI, VBR, VWO, SPY, AOR.
  • Started 2 new stock positions in AOM, SCHF.
  • Reduced shares in these 10 stocks: DFAU (-$14M), TFLO, VONG, DFAE, AGG, DFAI, SPTM, SPIB, SPIP, LLY.
  • Sold out of its positions in LLY, VGT, SBI.
  • Aquire Wealth Advisors was a net seller of stock by $-31M.
  • Aquire Wealth Advisors has $385M in assets under management (AUM), dropping by -5.35%.
  • Central Index Key (CIK): 0001745945

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Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 40.4 $155M -8% 3.3M 46.80
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 12.0 $46M -3% 1.2M 38.11
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Spdr Series Trust State Street Spd (SPTM) 11.1 $43M -3% 517k 82.50
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 9.2 $35M -4% 1.1M 32.57
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Ishares Tr Core Us Aggbd Et (AGG) 3.7 $14M -9% 144k 99.88
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $13M -3% 288k 44.41
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Ishares Tr National Mun Etf (MUB) 2.9 $11M 106k 107.11
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $10M -2% 215k 46.81
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Spdr Series Trust State Street Spd (SPIB) 1.7 $6.4M -8% 189k 33.81
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Spdr Series Trust State Street Spd (SPIP) 1.6 $6.1M -7% 235k 25.95
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Ishares Tr Russell 3000 Etf (IWV) 1.3 $5.2M -3% 13k 386.85
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Spdr Series Trust State Street Spd (TFI) 1.1 $4.1M 90k 45.71
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Ishares Tr TRS FLT RT BD (TFLO) 0.9 $3.5M -56% 70k 50.46
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Spdr Series Trust State Street Spd (SPAB) 0.7 $2.8M -9% 109k 25.75
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $2.5M -2% 40k 62.47
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $2.3M 71k 32.73
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.3M -16% 6.9k 335.28
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $2.3M 57k 39.59
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Spdr Series Trust State Street Spd (SHM) 0.5 $1.9M +2% 39k 47.99
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.7M -11% 20k 88.49
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $1.7M -62% 14k 121.75
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NVIDIA Corporation (NVDA) 0.4 $1.5M 8.0k 186.50
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Apple (AAPL) 0.3 $1.1M -10% 3.9k 271.86
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $977k +16% 1.6k 627.15
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $921k 17k 53.76
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $910k 19k 47.16
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Tesla Motors (TSLA) 0.2 $829k -14% 1.8k 449.72
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Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.2 $715k 1.0k 681.92
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Amazon (AMZN) 0.2 $668k -12% 2.9k 230.82
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $639k -5% 2.0k 313.03
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $601k -9% 23k 26.23
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Spdr Gold Tr Gold Shs (GLD) 0.2 $596k 1.5k 396.31
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $465k -13% 5.2k 89.56
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $423k -5% 9.4k 45.02
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Amphenol Corp Cl A (APH) 0.1 $377k -2% 2.8k 135.14
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Microsoft Corporation (MSFT) 0.1 $369k -5% 763.00 483.60
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $328k 1.1k 290.28
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Ishares Tr Core 60/40 Balan (AOR) 0.1 $306k +2% 4.7k 65.01
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Meta Platforms Cl A (META) 0.1 $305k -6% 462.00 660.14
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Netflix (NFLX) 0.1 $294k +900% 3.1k 93.76
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $274k 546.00 502.65
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $274k NEW 11k 24.04
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $268k 444.00 603.28
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American Healthcare Reit Com Shs (AHR) 0.1 $242k 5.1k 47.06
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $240k 2.2k 110.19
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $240k +17% 1.1k 211.78
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Ishares Tr Core 40/60 Moder (AOM) 0.1 $207k NEW 4.3k 47.73
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Angel Studios Cl A Com 0.0 $130k 28k 4.67
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Past Filings by Aquire Wealth Advisors

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