Aquire Wealth Advisors

Aquire Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 49 positions in its portfolio as reported in the September 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) 40.6 $165M 3.6M 45.76
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 11.2 $45M 1.2M 36.35
Spdr Series Trust Portfoli S&p1500 (SPTM) 10.6 $43M 536k 80.65
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.8 $36M 1.1M 31.53
Ishares Tr Core Us Aggbd Et (AGG) 3.9 $16M 159k 100.25
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.1 $13M 298k 42.79
Ishares Tr National Mun Etf (MUB) 2.8 $11M 106k 106.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $10M 220k 46.81
Ishares Tr TRS FLT RT BD (TFLO) 2.0 $8.1M 159k 50.59
Spdr Series Trust Portfolio Intrmd (SPIB) 1.7 $7.0M 205k 33.89
Spdr Series Trust Portfli Tips Etf (SPIP) 1.6 $6.7M 253k 26.32
Ishares Tr Russell 3000 Etf (IWV) 1.3 $5.2M 14k 378.94
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $4.5M 37k 120.50
Spdr Series Trust Nuveen Ice Munic (TFI) 1.0 $4.1M 89k 45.57
Spdr Series Trust Portfolio Agrgte (SPAB) 0.8 $3.1M 120k 25.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.7M 8.2k 328.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.5M 41k 59.92
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $2.2M 71k 31.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $2.2M 57k 38.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.0M 22k 91.42
Spdr Series Trust Nuveen Ice Short (SHM) 0.5 $1.8M 38k 48.22
NVIDIA Corporation (NVDA) 0.4 $1.5M 8.0k 186.58
Apple (AAPL) 0.3 $1.1M 4.4k 254.67
Tesla Motors (TSLA) 0.2 $957k 2.2k 444.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $913k 17k 54.18
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $898k 19k 46.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $820k 1.3k 612.40
Amazon (AMZN) 0.2 $723k 3.3k 219.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $690k 1.0k 666.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $650k 25k 25.71
Spdr Gold Tr Gold Shs (GLD) 0.1 $537k 1.5k 355.47
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $532k 6.0k 88.14
Alphabet Cap Stk Cl A (GOOGL) 0.1 $527k 2.2k 243.11
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $457k 10k 45.77
Eli Lilly & Co. (LLY) 0.1 $451k 591.00 763.00
Microsoft Corporation (MSFT) 0.1 $418k 807.00 518.03
Netflix (NFLX) 0.1 $377k 314.00 1198.92
Meta Platforms Cl A (META) 0.1 $361k 492.00 734.43
Amphenol Corp Cl A (APH) 0.1 $355k 2.9k 123.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $329k 1.1k 293.89
Ishares Tr Core 60/40 Balan (AOR) 0.1 $295k 4.6k 64.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $270k 537.00 502.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $265k 444.00 596.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $241k 2.2k 111.47
American Healthcare Reit Com Shs (AHR) 0.1 $216k 5.1k 42.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $201k 965.00 208.75
Vanguard World Inf Tech Etf (VGT) 0.0 $200k 268.00 746.63
Angel Studios Cl A Com 0.0 $162k 28k 5.81
Western Asset Intm Muni Fd I (SBI) 0.0 $156k 20k 7.91