Aquire Wealth Advisors

Aquire Wealth Advisors as of March 31, 2026

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 3.4M 45.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 12.5 $48M 1.2M 38.96
Spdr Series Trust State Street Spd (SPTM) 10.1 $38M 486k 79.06
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 9.7 $37M 1.1M 33.86
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $14M 143k 99.27
Spdr Index Shs Fds State Street Spd (SPDW) 3.3 $13M 273k 45.65
Ishares Tr National Mun Etf (MUB) 2.9 $11M 104k 106.15
Spdr Index Shs Fds State Street Spd (SPEM) 2.5 $9.5M 202k 46.91
Spdr Series Trust State Street Spd (SPIB) 1.6 $6.2M 186k 33.54
Spdr Series Trust State Street Spd (SPIP) 1.6 $5.9M 228k 26.01
Ishares Tr TRS FLT RT BD (TFLO) 1.5 $5.7M 112k 50.63
Ishares Tr Russell 3000 Etf (IWV) 1.3 $5.0M 13k 370.68
Spdr Series Trust State Street Spd (TFI) 0.9 $3.4M 74k 45.34
Spdr Series Trust State Street Spd (SPAB) 0.7 $2.6M 103k 25.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.5M 38k 64.08
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $2.2M 57k 38.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.1M 6.6k 320.79
NVIDIA Corporation (NVDA) 0.4 $1.6M 9.1k 174.40
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $1.5M 14k 109.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.5M 17k 88.70
Spdr Series Trust State Street Spd (SHM) 0.4 $1.4M 28k 47.83
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.2M 36k 33.97
Apple (AAPL) 0.3 $1.2M 4.7k 253.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $939k 1.6k 597.57
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $897k 19k 46.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $881k 16k 54.05
Costco Wholesale Corporation (COST) 0.2 $823k 826.00 996.43
Tesla Motors (TSLA) 0.2 $755k 2.0k 371.75
Amazon (AMZN) 0.2 $687k 3.3k 208.27
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $687k 1.1k 650.66
Alphabet Cap Stk Cl A (GOOGL) 0.2 $667k 2.3k 287.60
Spdr Gold Tr Gold Shs (GLD) 0.2 $648k 1.5k 430.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $581k 23k 25.10
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $470k 5.3k 88.49
Microsoft Corporation (MSFT) 0.1 $418k 1.1k 370.28
Spdr Index Shs Fds State Street Spd (RWO) 0.1 $374k 8.2k 45.77
Amphenol Corp Cl A (APH) 0.1 $339k 2.7k 126.35
Netflix (NFLX) 0.1 $331k 3.4k 96.15
Exxon Mobil Corporation (XOM) 0.1 $322k 1.9k 169.66
Ishares Tr Core 60/40 Balan (AOR) 0.1 $312k 4.8k 64.35
Meta Platforms Cl A (META) 0.1 $311k 544.00 572.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $287k 598.00 479.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $283k 11k 24.75
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $274k 444.00 616.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $245k 1.1k 217.33
American Healthcare Reit Com Shs (AHR) 0.1 $243k 5.1k 47.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $239k 2.2k 108.99
Alphabet Cap Stk Cl C (GOOG) 0.1 $210k 732.00 286.67