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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 79.52% of Aquire Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$5.8M), DFAI, DFAE, XOM, APH, IWM, VXUS, VOO, VONG, AGG.
Started 3 new stock positions in IWM, XOM, VXUS.
Reduced shares in these 10 stocks: SPTM, Dimensional Etf Trust, SPDW, TFLO, SPEM, , Dimensional Etf Trust, IJH, DFAX, TFI.
Sold out of its positions in Dimensional Etf Trust, Exxon Mobil Corporation, IJH.
Aquire Wealth Advisors was a net buyer of stock by $6.1M.
Aquire Wealth Advisors has $443M in assets under management (AUM), dropping by 1.50%.
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 September 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)	44.0	$195M	+3%	3.7M	52.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	12.8	$57M	+3%	1.4M	41.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	10.5	$46M	+4%	1.2M	39.31	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	9.4	$42M	-2%	453k	92.05	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	2.8	$13M	-4%	250k	50.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$12M		131k	94.54	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.2	$9.6M	-4%	185k	51.76	View chart
Ishares Tr National Mun Etf (MUB)	2.2	$9.5M		94k	101.10	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.9	$8.5M	-5%	168k	50.67	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.2	$5.5M		13k	431.66	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.2	$5.3M		164k	32.28	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	1.1	$5.0M		204k	24.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.5M		36k	70.61	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$2.4M		6.5k	374.26	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.5	$2.4M	-5%	57k	42.77	View chart
NVIDIA Corporation (NVDA)	0.5	$2.2M	+5%	9.6k	228.38	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.5	$2.1M	-2%	87k	24.36	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$2.0M	+10%	15k	128.93	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.4	$2.0M	-22%	45k	44.45	View chart
Apple (AAPL)	0.4	$1.7M	+2%	5.0k	333.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.4M	-8%	15k	89.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.2M	+20%	1.7k	700.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.2M	-11%	32k	37.02	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.3	$1.1M	-10%	24k	46.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$903k		15k	59.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$894k		2.6k	344.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$800k		1.0k	763.25	View chart
Amazon (AMZN)	0.2	$775k	-4%	3.1k	249.11	View chart
Costco Wholesale Corporation (COST)	0.2	$767k		842.00	910.34	View chart
Tesla Motors (TSLA)	0.2	$763k		2.2k	354.75	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$679k	-2%	15k	44.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$625k	-7%	21k	29.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$571k		1.5k	380.84	View chart
Microsoft Corporation (MSFT)	0.1	$564k	-14%	1.1k	512.74	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$457k	-13%	4.7k	97.27	View chart
Amphenol Corp Cl A (APH)	0.1	$439k	+100%	5.2k	84.30	View chart
Meta Platforms Cl A (META)	0.1	$369k	-15%	509.00	725.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$333k		12k	27.47	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.1	$325k	-5%	7.0k	46.40	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$317k	-6%	4.6k	68.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$297k		597.00	497.95	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$292k		444.00	656.71	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$282k	NEW	1.7k	162.75	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$264k		5.1k	51.26	View chart
Broadcom (AVGO)	0.1	$253k		719.00	351.19	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$245k		1.9k	125.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$240k	-3%	704.00	340.71	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$229k		993.00	231.06	View chart
Netflix (NFLX)	0.1	$225k	-8%	3.2k	69.58	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.0	$217k	+2%	4.4k	48.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$211k	NEW	760.00	277.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$208k	NEW	2.5k	84.98	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$201k	-7%	2.6k	78.42	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 Q3 filed Oct. 23, 2026
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

View all past filings

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