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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, SPTM, DFAE, AGG, and represent 75.14% of Aquire Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$6.6M), DFAI, TFLO, DFAE, AGG, SPY, MUB, AHR, VBR, Angel Studios.
Started 3 new stock positions in Angel Studios, VBR, AHR.
Reduced shares in these 10 stocks: SPTM, SPDW, SPEM, TFI, SPAB, SHM, AAPL, VNQ, VGT, RWO.
Aquire Wealth Advisors was a net buyer of stock by $9.2M.
Aquire Wealth Advisors has $406M in assets under management (AUM), dropping by 9.20%.
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 49 positions in its portfolio as reported in the September 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)	40.6	$165M	+4%	3.6M	45.76	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	11.2	$45M	+4%	1.2M	36.35	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	10.6	$43M	-4%	536k	80.65	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	8.8	$36M	+3%	1.1M	31.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.9	$16M	+5%	159k	100.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.1	$13M	-5%	298k	42.79	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$11M	+2%	106k	106.49	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.5	$10M	-4%	220k	46.81	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.0	$8.1M	+20%	159k	50.59	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.7	$7.0M		205k	33.89	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	1.6	$6.7M		253k	26.32	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.3	$5.2M		14k	378.94	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$4.5M		37k	120.50	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	1.0	$4.1M	-7%	89k	45.57	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.8	$3.1M	-4%	120k	25.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.7M		8.2k	328.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.5M		41k	59.92	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$2.2M		71k	31.38	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$2.2M		57k	38.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.0M		22k	91.42	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.5	$1.8M	-2%	38k	48.22	View chart
NVIDIA Corporation (NVDA)	0.4	$1.5M	+8%	8.0k	186.58	View chart
Apple (AAPL)	0.3	$1.1M	-3%	4.4k	254.67	View chart
Tesla Motors (TSLA)	0.2	$957k		2.2k	444.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$913k	-2%	17k	54.18	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$898k		19k	46.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$820k		1.3k	612.40	View chart
Amazon (AMZN)	0.2	$723k	-3%	3.3k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$690k	+93%	1.0k	666.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$650k		25k	25.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$537k		1.5k	355.47	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$532k	-2%	6.0k	88.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$527k		2.2k	243.11	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$457k	-6%	10k	45.77	View chart
Eli Lilly & Co. (LLY)	0.1	$451k		591.00	763.00	View chart
Microsoft Corporation (MSFT)	0.1	$418k	+11%	807.00	518.03	View chart
Netflix (NFLX)	0.1	$377k		314.00	1198.92	View chart
Meta Platforms Cl A (META)	0.1	$361k		492.00	734.43	View chart
Amphenol Corp Cl A (APH)	0.1	$355k		2.9k	123.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$329k		1.1k	293.89	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$295k		4.6k	64.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$270k	+3%	537.00	502.74	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$265k		444.00	596.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$241k	-4%	2.2k	111.47	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$216k	NEW	5.1k	42.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$201k	NEW	965.00	208.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$200k	-16%	268.00	746.63	View chart
Angel Studios Cl A Com	0.0	$162k	NEW	28k	5.81	View chart
Western Asset Intm Muni Fd I (SBI)	0.0	$156k		20k	7.91	View chart

Past Filings by Aquire Wealth Advisors

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

Aquire Wealth Advisors 2025 Q3 filed Oct. 17, 2025
Aquire Wealth Advisors 2025 Q2 filed July 22, 2025
Aquire Wealth Advisors 2025 Q1 filed May 9, 2025
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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