Aquire Wealth Advisors

Aquire Wealth Advisors as of June 30, 2025

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 46 positions in its portfolio as reported in the June 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) 39.4 $147M 3.5M 42.36
Spdr Series Trust Portfoli S&p1500 (SPTM) 11.3 $42M 564k 74.89
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 11.1 $42M 1.2M 34.57
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.5 $32M 1.1M 28.95
Ishares Tr Core Us Aggbd Et (AGG) 4.0 $15M 151k 99.20
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $13M 316k 40.49
Ishares Tr National Mun Etf (MUB) 2.9 $11M 104k 104.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $9.9M 231k 42.74
Spdr Series Trust Portfolio Intrmd (SPIB) 1.8 $6.8M 203k 33.58
Ishares Tr TRS FLT RT BD (TFLO) 1.8 $6.7M 133k 50.65
Spdr Series Trust Portfli Tips Etf (SPIP) 1.7 $6.5M 249k 26.06
Ishares Tr Russell 3000 Etf (IWV) 1.3 $4.9M 14k 351.00
Spdr Series Trust Nuveen Ice Munic (TFI) 1.1 $4.3M 96k 44.67
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $4.0M 37k 109.20
Spdr Series Trust Portfolio Agrgte (SPAB) 0.9 $3.2M 126k 25.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.5M 8.3k 303.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.4M 41k 57.01
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $2.1M 70k 29.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $2.0M 57k 35.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.0M 23k 89.06
Spdr Series Trust Nuveen Ice Short (SHM) 0.5 $1.9M 40k 47.83
NVIDIA Corporation (NVDA) 0.3 $1.2M 7.4k 157.99
Apple (AAPL) 0.3 $939k 4.6k 205.18
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $876k 19k 45.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $854k 17k 49.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $764k 1.3k 568.07
Amazon (AMZN) 0.2 $745k 3.4k 219.39
Tesla Motors (TSLA) 0.2 $681k 2.1k 317.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $602k 25k 23.83
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $515k 6.2k 83.40
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $473k 11k 44.14
Spdr Gold Tr Gold Shs (GLD) 0.1 $460k 1.5k 304.83
Eli Lilly & Co. (LLY) 0.1 $456k 585.00 779.53
Netflix (NFLX) 0.1 $417k 311.00 1339.13
Alphabet Cap Stk Cl A (GOOGL) 0.1 $382k 2.2k 176.23
Meta Platforms Cl A (META) 0.1 $360k 487.00 738.14
Microsoft Corporation (MSFT) 0.1 $359k 722.00 497.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $331k 535.00 617.85
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $315k 1.1k 279.89
Ishares Tr Core 60/40 Balan (AOR) 0.1 $287k 4.7k 61.57
Amphenol Corp Cl A (APH) 0.1 $284k 2.9k 98.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $254k 449.00 566.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $253k 520.00 485.77
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $248k 2.3k 109.61
Vanguard World Inf Tech Etf (VGT) 0.1 $212k 320.00 663.28
Western Asset Intm Muni Fd I (SBI) 0.0 $148k 20k 7.52