Aquire Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Aquire Wealth Advisors, LLC held in its portfolio 43 assets valued at $384,594,278 (i.e. $384.59M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($155.19M), SPDR SERIES TRUST ($63.97M), and DIMENSIONAL ETF TRUST ($46.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aquire Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3315971 | 155187465 | US CORE EQT MKT |
| SPDR SERIES TRUST | 1179278 | 63964825 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 1207997 | 46036752 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 1081599 | 35227683 | EMGR CRE EQT MNG |
| ISHARES TR | 143524 | 14335177 | CORE US AGGBD ET |
| SPDR INDEX SHS FDS | 288204 | 12799131 | PORTFOLIO DEVLPD |
| ISHARES TR | 105464 | 11296248 | NATIONAL MUN ETF |
| SPDR INDEX SHS FDS | 214608 | 10045791 | PORTFOLIO EMG MK |
| ISHARES TR | 13402 | 5184564 | RUSSELL 3000 ETF |
| ISHARES TR | 70025 | 3533446 | TRS FLT RT BD |
| VANGUARD TAX-MANAGED FDS | 40036 | 2501076 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 71381 | 2336288 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 6869 | 2303025 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 57169 | 2263321 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 19462 | 1722183 | REAL ESTATE ETF |
| VANGUARD SCOTTSDALE FDS | 13965 | 1700239 | VNG RUS1000GRW |
| NVIDIA CORPORATION | 7973 | 1486979 | COM |
| APPLE INC | 3945 | 1072488 | COM |
| VANGUARD INDEX FDS | 1557 | 976474 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 17127 | 920765 | FTSE EMR MKT ETF |
| VANECK ETF TRUST | 19291 | 909764 | INTRMDT MUNI ETF |
| TESLA INC | 1843 | 828834 | COM |
| SPDR S&P 500 ETF TR | 1048 | 714775 | TR UNIT |
| AMAZON COM INC | 2892 | 667531 | COM |
| ALPHABET INC | 2040 | 638585 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 22903 | 600746 | US BRD MKT ETF |
| SPDR GOLD TR | 1505 | 596447 | GOLD SHS |
| ISHARES TR | 5192 | 464996 | CORE 80/20 AGGRE |
| SPDR INDEX SHS FDS | 9400 | 423188 | DJ GLB RL ES ETF |
| AMPHENOL CORP NEW | 2790 | 377041 | CL A |
| MICROSOFT CORP | 763 | 368990 | COM |
| VANGUARD INDEX FDS | 1130 | 328021 | MID CAP ETF |
| ISHARES TR | 4707 | 306002 | CORE 60/40 BALAN |
| META PLATFORMS INC | 462 | 304987 | CL A |
| NETFLIX INC | 3140 | 294406 | COM |
| BERKSHIRE HATHAWAY INC DEL | 546 | 274447 | CL B NEW |
| SCHWAB STRATEGIC TR | 11413 | 274369 | INTL EQTY ETF |
| SPDR S&P MIDCAP 400 ETF TR | 444 | 267856 | UTSER1 S&PDCRP |
| AMERICAN HEALTHCARE REIT INC | 5147 | 242218 | COM SHS |
| ISHARES TR | 2182 | 240435 | IBOXX INV CP ETF |
| VANGUARD INDEX FDS | 1133 | 239947 | SM CP VAL ETF |
| ISHARES TR | 4330 | 206671 | CORE 40/60 MODER |
| ANGEL STUDIOS INC | 27859 | 130102 | CL A COM |
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