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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 76.58% of Aquire Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU, TFLO, COST, DFAI, DFAE, XOM, GOOG, AAPL, NVDA, MSFT.
Started 3 new stock positions in XOM, GOOG, COST.
Reduced shares in these 10 stocks: SPTM, DFAX, TFI, SPDW, SPEM, SHM, VO, VNQ, AOM, SPIP.
Sold out of its positions in ANGX, AOM, VO.
Aquire Wealth Advisors was a net buyer of stock by $1.8M.
Aquire Wealth Advisors has $381M in assets under management (AUM), dropping by -1.05%.
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 March 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)	40.5	$154M	+3%	3.4M	45.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	12.5	$48M		1.2M	38.96	View chart
Spdr Series Trust State Street Spd (SPTM)	10.1	$38M	-6%	486k	79.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	9.7	$37M		1.1M	33.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$14M		143k	99.27	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	3.3	$13M	-5%	273k	45.65	View chart
Ishares Tr National Mun Etf (MUB)	2.9	$11M		104k	106.15	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	2.5	$9.5M	-5%	202k	46.91	View chart
Spdr Series Trust State Street Spd (SPIB)	1.6	$6.2M		186k	33.54	View chart
Spdr Series Trust State Street Spd (SPIP)	1.6	$5.9M	-2%	228k	26.01	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.5	$5.7M	+59%	112k	50.63	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.3	$5.0M		13k	370.68	View chart
Spdr Series Trust State Street Spd (TFI)	0.9	$3.4M	-17%	74k	45.34	View chart
Spdr Series Trust State Street Spd (SPAB)	0.7	$2.6M	-5%	103k	25.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.5M	-4%	38k	64.08	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$2.2M		57k	38.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.1M	-4%	6.6k	320.79	View chart
NVIDIA Corporation (NVDA)	0.4	$1.6M	+13%	9.1k	174.40	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$1.5M		14k	109.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.5M	-14%	17k	88.70	View chart
Spdr Series Trust State Street Spd (SHM)	0.4	$1.4M	-27%	28k	47.83	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.2M	-49%	36k	33.97	View chart
Apple (AAPL)	0.3	$1.2M	+19%	4.7k	253.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$939k		1.6k	597.57	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.2	$897k		19k	46.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$881k	-4%	16k	54.05	View chart
Costco Wholesale Corporation (COST)	0.2	$823k	NEW	826.00	996.43	View chart
Tesla Motors (TSLA)	0.2	$755k	+10%	2.0k	371.75	View chart
Amazon (AMZN)	0.2	$687k	+14%	3.3k	208.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$687k		1.1k	650.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$667k	+13%	2.3k	287.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$648k		1.5k	430.29	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$581k		23k	25.10	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$470k	+2%	5.3k	88.49	View chart
Microsoft Corporation (MSFT)	0.1	$418k	+47%	1.1k	370.28	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.1	$374k	-13%	8.2k	45.77	View chart
Amphenol Corp Cl A (APH)	0.1	$339k	-3%	2.7k	126.35	View chart
Netflix (NFLX)	0.1	$331k	+9%	3.4k	96.15	View chart
Exxon Mobil Corporation (XOM)	0.1	$322k	NEW	1.9k	169.66	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$312k	+2%	4.8k	64.35	View chart
Meta Platforms Cl A (META)	0.1	$311k	+17%	544.00	572.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$287k	+9%	598.00	479.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$283k		11k	24.75	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$274k		444.00	616.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$245k		1.1k	217.33	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$243k		5.1k	47.16	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$239k		2.2k	108.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$210k	NEW	732.00	286.67	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 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
Aquire Wealth Advisors 2022 Q1 filed April 28, 2022

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