Aquire Wealth Advisors, LLC
CIK: 0001745945Latest portfolio: $384.6M · Q4 2025
Holdings
48
Total Value
$384.6M
New Positions
48
Closed Positions
0
Top Holdings
View All 48 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 3,315,971 | $155.2M | 40.35% | NEW | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,207,997 | $46.0M | 11.97% | NEW | |
| 3 | SPTMSPDR SERIES TRUST | 517,386 | $42.7M | 11.10% | NEW | |
| 4 | DFAEDIMENSIONAL ETF TRUST | 1,081,599 | $35.2M | 9.16% | NEW | |
| 5 | AGGISHARES TR | 143,524 | $14.3M | 3.73% | NEW | |
| 6 | SPDWSPDR INDEX SHS FDS | 288,204 | $12.8M | 3.33% | NEW | |
| 7 | MUBISHARES TR | 105,464 | $11.3M | 2.94% | NEW | |
| 8 | SPEMSPDR INDEX SHS FDS | 214,608 | $10.0M | 2.61% | NEW | |
| 9 | SPIBSPDR SERIES TRUST | 188,873 | $6.4M | 1.66% | NEW | |
| 10 | SPIPSPDR SERIES TRUST | 235,154 | $6.1M | 1.59% | NEW | |
| 11 | IWVISHARES TR | 13,402 | $5.2M | 1.35% | NEW | |
| 12 | TFISPDR SERIES TRUST | 89,713 | $4.1M | 1.07% | NEW | |
| 13 | TFLOISHARES TR | 70,025 | $3.5M | 0.92% | NEW | |
| 14 | SPABSPDR SERIES TRUST | 108,729 | $2.8M | 0.73% | NEW | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 40,036 | $2.5M | 0.65% | NEW | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 71,381 | $2.3M | 0.61% | NEW | |
| 17 | VTIVANGUARD INDEX FDS | 6,869 | $2.3M | 0.60% | NEW | |
| 18 | DFACDIMENSIONAL ETF TRUST | 57,169 | $2.3M | 0.59% | NEW | |
| 19 | SHMSPDR SERIES TRUST | 39,423 | $1.9M | 0.49% | NEW | |
| 20 | VNQVANGUARD INDEX FDS | 19,462 | $1.7M | 0.45% | NEW | |
| 21 | VONGVANGUARD SCOTTSDALE FDS | 13,965 | $1.7M | 0.44% | NEW | |
| 22 | NVDANVIDIA CORPORATION | 7,973 | $1.5M | 0.39% | NEW | |
| 23 | AAPLAPPLE INC | 3,945 | $1.1M | 0.28% | NEW | |
| 24 | VOOVANGUARD INDEX FDS | 1,557 | $976K | 0.25% | NEW | |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 17,127 | $920K | 0.24% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.5518746036426842e+125T)
Technology0.0% ($14861.1T)
Communication Services0.0% ($638.3T)
Consumer Cyclical0.0% ($828.7M)
Unknown0.0% ($596.3M)
Real Estate0.0% ($242K)
Filing History
Fund Information
Aquire Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $384.6M across 48 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAU), representing 40.4% of the portfolio. Compared to the previous quarter, the fund opened 48 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.