Aquire Wealth Advisors, LLC
CIK: 1745945SEC EDGAR →
Portfolio Value
$350.3B
Holdings
48
As of
Q1 2026
New Positions
48
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,418,428 | $154.2B | 44.03% |
| 2 | DIMENSIONAL ETF TRUST | 1,219,756 | $47.5B | 13.57% |
| 3 | SPDR SERIES TRUST | 485,989 | $38.4B | 10.97% |
| 4 | DIMENSIONAL ETF TRUST | 1,093,683 | $37.0B | 10.57% |
| 5 | ISHARES TR | 143,135 | $14.2B | 4.06% |
| 6 | SPDR INDEX SHS FDS | 272,766 | $12.5B | 3.55% |
| 7 | SPDR INDEX SHS FDS | 202,211 | $9.5B | 2.71% |
| 8 | SPDR SERIES TRUST | 186,180 | $6.2B | 1.78% |
| 9 | SPDR SERIES TRUST | 228,137 | $5.9B | 1.69% |
| 10 | ISHARES TR | 111,810 | $5.7B | 1.62% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $349.7B | 99.8% |
| Communication Services | 4 | $332.5M | 0.1% |
| Real Estate | 1 | $242.7M | 0.1% |
| Technology | 4 | $3.5M | 0.0% |
| Consumer Cyclical | 2 | $1.4M | 0.0% |
| Unknown | 2 | $934K | 0.0% |
| Consumer Defensive | 1 | $823K | 0.0% |
| Energy | 1 | $322K | 0.0% |