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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, SPDW, and represent 78.41% of Aquire Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$10M), DFAI, TFLO, DFAE, AVGO, VGT, DFSV, VO, AOM, IJH.
Started 6 new stock positions in VO, AVGO, VGT, IJH, DFSV, AOM.
Reduced shares in these 10 stocks: SPTM, AGG, MUB, SPIB, TFI, SPDW, SPIP, SPEM, SPAB, IWV.
Sold out of its position in LQD.
Aquire Wealth Advisors was a net buyer of stock by $12M.
Aquire Wealth Advisors has $436M in assets under management (AUM), dropping by 14.66%.
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 53 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	42.8	$187M	+5%	3.6M	51.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	12.4	$54M	+7%	1.3M	41.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	10.5	$46M	+3%	1.1M	40.21	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	9.7	$42M	-3%	467k	90.79	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	3.0	$13M	-4%	261k	50.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$13M	-9%	130k	98.98	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$10M	-9%	94k	107.62	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.3	$10M	-4%	194k	51.78	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.1	$9.0M	+58%	178k	50.63	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.3	$5.6M	-10%	166k	33.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.3	$5.5M	-4%	13k	426.40	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	1.2	$5.3M	-9%	207k	25.68	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.6	$2.8M	-18%	60k	45.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.6M	-5%	36k	71.25	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.6	$2.5M		57k	44.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.4M		6.5k	370.09	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.5	$2.3M	-12%	90k	25.52	View chart
NVIDIA Corporation (NVDA)	0.4	$1.8M		9.1k	200.10	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$1.8M		14k	127.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.6M		17k	96.44	View chart
Apple (AAPL)	0.3	$1.4M	+2%	4.8k	289.40	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.3M		36k	36.84	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.3	$1.3M	-5%	27k	47.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$958k	-11%	1.4k	686.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$926k	+11%	2.6k	357.43	View chart
Tesla Motors (TSLA)	0.2	$921k	+7%	2.2k	420.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$909k	-6%	15k	59.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$794k		1.1k	747.25	View chart
Costco Wholesale Corporation (COST)	0.2	$779k		833.00	935.47	View chart
Amazon (AMZN)	0.2	$779k		3.3k	238.34	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$745k	-17%	16k	46.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$670k		23k	28.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$554k		1.5k	368.38	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$532k	+2%	5.4k	97.60	View chart
Microsoft Corporation (MSFT)	0.1	$482k	+14%	1.3k	373.23	View chart
Amphenol Corp Cl A (APH)	0.1	$459k	-3%	2.6k	176.32	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.1	$367k	-9%	7.4k	49.71	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$344k	+2%	4.9k	69.51	View chart
Meta Platforms Cl A (META)	0.1	$341k	+11%	605.00	563.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$331k	+4%	12k	27.70	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$314k		446.00	703.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$299k		597.00	500.39	View chart
Broadcom (AVGO)	0.1	$269k	NEW	712.00	377.75	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$268k		5.1k	52.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$257k		726.00	353.64	View chart
Netflix (NFLX)	0.1	$253k	+2%	3.5k	71.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$237k	-13%	974.00	243.18	View chart
Exxon Mobil Corporation (XOM)	0.1	$237k	-8%	1.7k	136.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$229k	NEW	1.9k	119.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$225k	NEW	5.8k	38.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$224k	NEW	2.8k	80.59	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.0	$216k	NEW	4.3k	49.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$208k	NEW	2.7k	77.11	View chart

Past Filings by Aquire Wealth Advisors

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

Aquire Wealth Advisors 2026 Q2 filed Aug. 6, 2026
Aquire Wealth Advisors 2026 Q1 filed April 10, 2026
Aquire Wealth Advisors 2025 Q4 filed Jan. 7, 2026
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

View all past filings

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