Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 76.02% of Aquire Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$11M), DFAI, DFAE, AGG, NVDA, LLY, SPIP, MUB, SPIB, SPY.
Started 5 new stock positions in VGT, USDX, SPY, META, LLY.
Reduced shares in these 10 stocks: TFLO, UTG, SPTM, , TFI, , SPDW, , SPEM, CVX.
Sold out of its positions in CHY, CVX, NAC, UTG, ERC.
Aquire Wealth Advisors was a net buyer of stock by $12M.
Aquire Wealth Advisors has $319M in assets under management (AUM), dropping by 11.34%.
Central Index Key (CIK): 0001745945

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 46 positions in its portfolio as reported in the September 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)	43.5	$139M	+8%	3.5M	39.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	12.0	$38M	+11%	1.2M	31.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	9.7	$31M	+11%	1.1M	27.41	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	7.1	$23M	-4%	324k	70.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.6	$12M	+13%	114k	101.27	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$8.5M	+4%	78k	108.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.1	$6.6M	-4%	176k	37.56	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.8	$5.7M	+6%	168k	33.71	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	1.7	$5.3M	+7%	203k	26.28	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.5	$4.7M	-3%	15k	326.73	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.4	$4.3M	-2%	90k	48.14	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.3	$4.3M	-15%	91k	46.83	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.3	$4.2M	-5%	102k	41.28	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.1	$3.6M	-3%	139k	26.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.0	$3.3M		42k	78.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$2.4M	-4%	25k	97.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.3M	+2%	8.3k	283.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.3M	-3%	43k	52.81	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$2.0M		57k	34.29	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.6	$1.9M		41k	46.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$1.9M		69k	27.01	View chart
Apple (AAPL)	0.4	$1.3M	+4%	5.7k	233.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$1.2M		12k	101.32	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.4	$1.2M	+2%	13k	93.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$872k	-2%	18k	47.85	View chart
Amazon (AMZN)	0.2	$725k	+9%	3.9k	186.33	View chart
NVIDIA Corporation (NVDA)	0.2	$650k	+966%	5.4k	121.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$634k		1.2k	527.68	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$597k		9.0k	66.52	View chart
Tesla Motors (TSLA)	0.2	$581k	-22%	2.2k	261.63	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$569k	-15%	12k	47.53	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$520k	-88%	10k	50.60	View chart
Eli Lilly & Co. (LLY)	0.2	$518k	NEW	585.00	885.94	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$418k	+10%	5.3k	78.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$365k		1.5k	243.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$344k		3.0k	112.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$331k	+3%	2.0k	165.86	View chart
Microsoft Corporation (MSFT)	0.1	$309k	+17%	716.00	430.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$290k	NEW	505.00	573.76	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$262k	+10%	4.4k	59.24	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$253k		444.00	569.66	View chart
Meta Platforms Cl A (META)	0.1	$239k	NEW	417.00	572.47	View chart
RBB Sgi Enhanced Cor (USDX)	0.1	$207k	NEW	8.0k	26.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$204k	NEW	348.00	586.52	View chart
Blackrock Muni Intermediate Drtn Fnd (MUI)	0.1	$187k		15k	12.58	View chart
Western Asset Intm Muni Fd I (SBI)	0.1	$161k		20k	8.20	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z