Aquire Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Aquire Wealth Advisors, Llc disclosed 53 stock positions valued at approximately $435.96M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 53
- Portfolio Value
- $435.96M
Holdings by Sector
Aquire Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 42.84% | 3,613,432 | +195,004 | +5.70% | $186,778,301 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 12.43% | 1,314,008 | +94,252 | +7.73% | $54,202,837 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 10.46% | 1,134,603 | +40,920 | +3.74% | $45,622,392 |
| SPDR SERIES TRUST | SPTM | Other | 9.72% | 466,911 | -19,078 | -3.93% | $42,390,922 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.01% | 260,566 | -12,200 | -4.47% | $13,129,961 |
| ISHARES TR | AGG | Other | 2.94% | 129,620 | -13,515 | -9.44% | $12,829,788 |
| ISHARES TR | MUB | Other | 2.32% | 93,898 | -10,031 | -9.65% | $10,105,318 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.30% | 193,566 | -8,645 | -4.28% | $10,022,889 |
| ISHARES TR | TFLO | Other | 2.06% | 177,566 | +65,756 | +58.81% | $8,990,179 |
| SPDR SERIES TRUST | SPIB | Other | 1.27% | 165,882 | -20,298 | -10.90% | $5,550,444 |
| ISHARES TR | IWV | Other | 1.26% | 12,834 | -564 | -4.21% | $5,472,418 |
| SPDR SERIES TRUST | SPIP | Other | 1.22% | 206,789 | -21,348 | -9.36% | $5,310,362 |
| SPDR SERIES TRUST | TFI | Other | 0.63% | 60,099 | -13,998 | -18.89% | $2,752,534 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.59% | 36,214 | -2,161 | -5.63% | $2,580,291 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.58% | 57,169 | - | - | $2,536,017 |
| VANGUARD INDEX FDS | VTI | Other | 0.56% | 6,545 | -39 | -0.59% | $2,422,257 |
| SPDR SERIES TRUST | SPAB | Other | 0.52% | 89,629 | -12,989 | -12.66% | $2,287,350 |
| NVIDIA CORPORATION | NVDA | Technology | 0.42% | 9,107 | +50 | +0.55% | $1,822,289 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.41% | 13,965 | - | - | $1,784,867 |
| VANGUARD INDEX FDS | VNQ | Other | 0.37% | 16,722 | +122 | +0.73% | $1,612,588 |
| APPLE INC | AAPL | Technology | 0.32% | 4,827 | +127 | +2.70% | $1,396,947 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.30% | 35,808 | +6 | +0.02% | $1,319,178 |
| SPDR SERIES TRUST | SHM | Other | 0.29% | 26,806 | -1,629 | -5.73% | $1,285,750 |
| VANGUARD INDEX FDS | VOO | Other | 0.22% | 1,394 | -177 | -11.27% | $957,457 |
| ALPHABET INC | GOOGL | Communication Services | 0.21% | 2,591 | +271 | +11.68% | $926,104 |
| TESLA INC | TSLA | Consumer Cyclical | 0.21% | 2,189 | +159 | +7.83% | $920,693 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.21% | 15,224 | -1,075 | -6.60% | $908,742 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.18% | 833 | +7 | +0.85% | $779,247 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.18% | 3,268 | -32 | -0.97% | $778,895 |
| VANECK ETF TRUST | ITM | Other | 0.17% | 15,843 | -3,471 | -17.97% | $744,463 |
Showing 30 of 53 holdings in the latest reporting period.
Aquire Wealth Advisors, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | SPY | SPDR S&P 500 | CALL | 500 | $373,385 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.