Aquire Wealth Advisors, Llc Portfolio Stock Holdings
Aquire Wealth Advisors, Llc disclosed 48 stock positions valued at approximately $380.2 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 10, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 48
- Portfolio Value
- $380.2M
Holdings by Sector
Aquire Wealth Advisors, Llc Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 40.56% | 3,418,428 | +102,457 | +3.09% | $154,239,458 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 12.50% | 1,219,756 | +11,759 | +0.97% | $47,521,704 |
| SPDR SERIES TRUST | SPTM | Other | 10.11% | 485,989 | -31,397 | -6.07% | $38,422,275 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 9.74% | 1,093,683 | +12,084 | +1.12% | $37,032,095 |
| ISHARES TR | AGG | Other | 3.74% | 143,135 | -389 | -0.27% | $14,209,011 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.27% | 272,766 | -15,438 | -5.36% | $12,451,759 |
| ISHARES TR | MUB | Other | 2.90% | 103,929 | -1,535 | -1.46% | $11,032,068 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.49% | 202,211 | -12,397 | -5.78% | $9,485,709 |
| SPDR SERIES TRUST | SPIB | Other | 1.64% | 186,180 | -2,693 | -1.43% | $6,244,484 |
| SPDR SERIES TRUST | SPIP | Other | 1.56% | 228,137 | -7,017 | -2.98% | $5,933,848 |
| ISHARES TR | TFLO | Other | 1.49% | 111,810 | +41,785 | +59.67% | $5,660,957 |
| ISHARES TR | IWV | Other | 1.31% | 13,398 | -4 | -0.03% | $4,966,371 |
| SPDR SERIES TRUST | TFI | Other | 0.88% | 74,097 | -15,616 | -17.41% | $3,359,558 |
| SPDR SERIES TRUST | SPAB | Other | 0.69% | 102,618 | -6,111 | -5.62% | $2,629,078 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.65% | 38,375 | -1,661 | -4.15% | $2,459,051 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.58% | 57,169 | - | - | $2,221,587 |
| VANGUARD INDEX FDS | VTI | Other | 0.56% | 6,584 | -285 | -4.15% | $2,112,074 |
| NVIDIA CORPORATION | NVDA | Technology | 0.42% | 9,057 | +1,084 | +13.60% | $1,579,554 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.40% | 13,965 | - | - | $1,531,821 |
| VANGUARD INDEX FDS | VNQ | Other | 0.39% | 16,600 | -2,862 | -14.71% | $1,472,410 |
| SPDR SERIES TRUST | SHM | Other | 0.36% | 28,435 | -10,988 | -27.87% | $1,360,046 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.32% | 35,802 | -35,579 | -49.84% | $1,216,185 |
| APPLE INC | AAPL | Technology | 0.31% | 4,700 | +755 | +19.14% | $1,192,896 |
| VANGUARD INDEX FDS | VOO | Other | 0.25% | 1,571 | +14 | +0.90% | $938,786 |
| VANECK ETF TRUST | ITM | Other | 0.24% | 19,314 | +23 | +0.12% | $896,749 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.23% | 16,299 | -828 | -4.83% | $880,979 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.22% | 826 | +826 | +100.00% | $823,051 |
| TESLA INC | TSLA | Consumer Cyclical | 0.20% | 2,030 | +187 | +10.15% | $754,653 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.18% | 3,300 | +408 | +14.11% | $687,291 |
| ALPHABET INC | GOOGL | Communication Services | 0.18% | 2,320 | +280 | +13.73% | $667,233 |
| SPDR GOLD TR | GLD | Other | 0.17% | 1,505 | - | - | $647,586 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.15% | 23,143 | +240 | +1.05% | $580,882 |
| ISHARES TR | AOA | Other | 0.12% | 5,315 | +123 | +2.37% | $470,324 |
| MICROSOFT CORP | MSFT | Technology | 0.11% | 1,128 | +365 | +47.84% | $417,674 |
| SPDR INDEX SHS FDS | RWO | Other | 0.10% | 8,174 | -1,226 | -13.04% | $374,124 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.10% | 556 | +8 | +1.46% | $361,768 |
| AMPHENOL CORP | APH | Technology | 0.09% | 2,686 | -104 | -3.73% | $339,376 |
| NETFLIX INC. | NFLX | Communication Services | 0.09% | 3,446 | +306 | +9.75% | $331,333 |
| EXXON MOBIL CORP | XOM | Energy | 0.08% | 1,897 | +1,897 | +100.00% | $321,845 |
| ISHARES TR | AOR | Other | 0.08% | 4,843 | +136 | +2.89% | $311,647 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 544 | +82 | +17.75% | $311,263 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.08% | 598 | +52 | +9.52% | $286,562 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.07% | 11,413 | - | - | $282,472 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.07% | 444 | - | - | $273,841 |
| VANGUARD INDEX FDS | VBR | Other | 0.06% | 1,125 | -8 | -0.71% | $244,496 |
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 0.06% | 5,147 | - | - | $242,733 |
| ISHARES TR | LQD | Other | 0.06% | 2,192 | +10 | +0.46% | $238,906 |
| ALPHABET INC | GOOG | Communication Services | 0.06% | 732 | +732 | +100.00% | $209,840 |
Aquire Wealth Advisors, Llc Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | SPY | SPDR S&P 500 | CALL | 500 | $325,170 |
Notional value represents the total exposure of the options position.