Aquire Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Aquire Wealth Advisors, Llc disclosed 53 stock positions valued at approximately $442.49M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $442.49M
Holdings by Sector
Aquire Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 44.06% | 3,723,295 | +109,863 | +3.04% | $194,951,747 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 12.79% | 1,366,136 | +52,128 | +3.97% | $56,599,004 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 10.48% | 1,180,233 | +45,630 | +4.02% | $46,394,967 |
| SPDR SERIES TRUST | SPTM | Other | 9.42% | 453,027 | -13,884 | -2.97% | $41,701,145 |
| SPDR INDEX SHS FDS | SPDW | Other | 2.83% | 249,603 | -10,963 | -4.21% | $12,532,557 |
| ISHARES TR | AGG | Other | 2.80% | 130,947 | +1,327 | +1.02% | $12,379,729 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.17% | 185,385 | -8,181 | -4.23% | $9,595,517 |
| ISHARES TR | MUB | Other | 2.15% | 94,317 | +419 | +0.45% | $9,535,449 |
| ISHARES TR | TFLO | Other | 1.92% | 167,748 | -9,818 | -5.53% | $8,499,810 |
| ISHARES TR | IWV | Other | 1.24% | 12,698 | -136 | -1.06% | $5,481,219 |
| SPDR SERIES TRUST | SPIB | Other | 1.20% | 164,044 | -1,838 | -1.11% | $5,295,340 |
| SPDR SERIES TRUST | SPIP | Other | 1.12% | 203,816 | -2,973 | -1.44% | $4,967,001 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.58% | 36,073 | -141 | -0.39% | $2,547,143 |
| VANGUARD INDEX FDS | VTI | Other | 0.55% | 6,519 | -26 | -0.40% | $2,439,805 |
| SPDR SERIES TRUST | TFI | Other | 0.55% | 56,899 | -3,200 | -5.32% | $2,433,570 |
| NVIDIA CORPORATION | NVDA | Technology | 0.50% | 9,624 | +517 | +5.68% | $2,197,910 |
| SPDR SERIES TRUST | SPAB | Other | 0.48% | 87,027 | -2,602 | -2.90% | $2,119,972 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.45% | 15,399 | +1,434 | +10.27% | $1,985,393 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.45% | 44,551 | -12,618 | -22.07% | $1,980,292 |
| APPLE INC | AAPL | Technology | 0.37% | 4,958 | +131 | +2.71% | $1,651,116 |
| VANGUARD INDEX FDS | VNQ | Other | 0.31% | 15,228 | -1,494 | -8.93% | $1,364,876 |
| VANGUARD INDEX FDS | VOO | Other | 0.27% | 1,680 | +286 | +20.52% | $1,177,447 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.27% | 31,702 | -4,106 | -11.47% | $1,173,610 |
| SPDR SERIES TRUST | SHM | Other | 0.25% | 24,087 | -2,719 | -10.14% | $1,123,659 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.20% | 15,218 | -6 | -0.04% | $902,603 |
| ALPHABET INC | GOOGL | Communication Services | 0.20% | 2,597 | +6 | +0.23% | $893,739 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.18% | 3,112 | -156 | -4.77% | $775,240 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.17% | 842 | +9 | +1.08% | $766,506 |
| TESLA INC | TSLA | Consumer Cyclical | 0.17% | 2,152 | -37 | -1.69% | $763,431 |
| VANECK ETF TRUST | ITM | Other | 0.15% | 15,421 | -422 | -2.66% | $678,524 |
Showing 30 of 53 holdings in the latest reporting period.
Aquire Wealth Advisors, Llc Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | SPY | SPDR S&P 500 | CALL | 500 | $381,315 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.