Institutions / Aquire Wealth Advisors, LLC

Aquire Wealth Advisors, LLC

CIK 1745945 · Institution · as of Dec 31, 2025

Portfolio value

$384.25M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 48 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$155.19M	3,315,971	40.4%
Dimensional ETF Trust	—	$46.04M	1,207,997	12.0%
SPDR Series Trust	—	$42.68M	517,386	11.1%
Dimensional ETF Trust	—	$35.23M	1,081,599	9.2%
iShares Tr	—	$14.34M	143,524	3.7%
SPDR Index Shs Fds	—	$12.80M	288,204	3.3%
iShares Tr	—	$11.30M	105,464	2.9%
SPDR Index Shs Fds	—	$10.05M	214,608	2.6%
SPDR Series Trust	—	$6.39M	188,873	1.7%
SPDR Series Trust	—	$6.10M	235,154	1.6%
iShares Tr	—	$5.18M	13,402	1.3%
SPDR Series Trust	—	$4.10M	89,713	1.1%
iShares Tr	—	$3.53M	70,025	0.9%
SPDR Series Trust	—	$2.80M	108,729	0.7%
Vanguard Tax-Managed Fds	—	$2.50M	40,036	0.7%
Dimensional ETF Trust	—	$2.34M	71,381	0.6%
Vanguard Index Fds	—	$2.30M	6,869	0.6%
Dimensional ETF Trust	—	$2.26M	57,169	0.6%
SPDR Series Trust	—	$1.89M	39,423	0.5%
Vanguard Index Fds	—	$1.72M	19,462	0.4%
Vanguard Scottsdale Fds	—	$1.70M	13,965	0.4%
NVIDIA Corp	—	$1.49M	7,973	0.4%
Apple Inc.	—	$1.07M	3,945	0.3%
Vanguard Index Fds	—	$976.5K	1,557	0.3%
Vanguard Intl Equity Index F	—	$920.8K	17,127	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.