Aquire Wealth Advisors

Aquire Wealth Advisors as of June 30, 2026

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 53 positions in its portfolio as reported in the June 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) 42.8 $187M 3.6M 51.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 12.4 $54M 1.3M 41.25
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 10.5 $46M 1.1M 40.21
Spdr Series Trust ST STR PR SP1500 (SPTM) 9.7 $42M 467k 90.79
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 3.0 $13M 261k 50.39
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $13M 130k 98.98
Ishares Tr National Mun Etf (MUB) 2.3 $10M 94k 107.62
Spdr Index Shs Fds St Port Mark Etf (SPEM) 2.3 $10M 194k 51.78
Ishares Tr TRS FLT RT BD (TFLO) 2.1 $9.0M 178k 50.63
Spdr Series Trust St Inter Bd Etf (SPIB) 1.3 $5.6M 166k 33.46
Ishares Tr Russell 3000 Etf (IWV) 1.3 $5.5M 13k 426.40
Spdr Series Trust St Str Tips Etf (SPIP) 1.2 $5.3M 207k 25.68
Spdr Series Trust St Str Nuvee Etf (TFI) 0.6 $2.8M 60k 45.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.6M 36k 71.25
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.6 $2.5M 57k 44.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.4M 6.5k 370.09
Spdr Series Trust St Str Aggre Etf (SPAB) 0.5 $2.3M 90k 25.52
NVIDIA Corporation (NVDA) 0.4 $1.8M 9.1k 200.10
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $1.8M 14k 127.81
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.6M 17k 96.44
Apple (AAPL) 0.3 $1.4M 4.8k 289.40
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.3M 36k 36.84
Spdr Series Trust St Nuve Term Etf (SHM) 0.3 $1.3M 27k 47.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $958k 1.4k 686.84
Alphabet Cap Stk Cl A (GOOGL) 0.2 $926k 2.6k 357.43
Tesla Motors (TSLA) 0.2 $921k 2.2k 420.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $909k 15k 59.69
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $794k 1.1k 747.25
Costco Wholesale Corporation (COST) 0.2 $779k 833.00 935.47
Amazon (AMZN) 0.2 $779k 3.3k 238.34
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $745k 16k 46.99
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $670k 23k 28.96
Spdr Gold Tr Gold Shs (GLD) 0.1 $554k 1.5k 368.38
Ishares Tr Core 80 20 Etf (AOA) 0.1 $532k 5.4k 97.60
Microsoft Corporation (MSFT) 0.1 $482k 1.3k 373.23
Amphenol Corp Cl A (APH) 0.1 $459k 2.6k 176.32
Spdr Index Shs Fds St Dow Globa Etf (RWO) 0.1 $367k 7.4k 49.71
Ishares Tr Core 60 Bala Etf (AOR) 0.1 $344k 4.9k 69.51
Meta Platforms Cl A (META) 0.1 $341k 605.00 563.33
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $331k 12k 27.70
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $314k 446.00 703.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $299k 597.00 500.39
Broadcom (AVGO) 0.1 $269k 712.00 377.75
American Healthcare Reit Com Shs (AHR) 0.1 $268k 5.1k 52.15
Alphabet Cap Stk Cl C (GOOG) 0.1 $257k 726.00 353.64
Netflix (NFLX) 0.1 $253k 3.5k 71.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $237k 974.00 243.18
Exxon Mobil Corporation (XOM) 0.1 $237k 1.7k 136.72
Vanguard World Inf Tech Etf (VGT) 0.1 $229k 1.9k 119.52
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $225k 5.8k 38.79
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $224k 2.8k 80.59
Ishares Tr Core 40 Mode Etf (AOM) 0.0 $216k 4.3k 49.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $208k 2.7k 77.11