Aquire Wealth Advisors, LLC

CIK 1745945 · View on SEC EDGAR ↗

Portfolio value QoQ: +14.7% 13F does not disclose cash

Top 10 holdings weight89.30%

Top 25 holdings weight97.19%

Positions above 1%12

Effective number of positions4.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 2.11% Est. buys $20,686,042 · sells $8,610,204

Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 87.1% still held

New positions6

Increased19

Decreased23

Closed1

Portfolio value $436.3M #4,208 of 9,337 by 13F value · top 45.1%

Positions 54

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 0.9%

Communication Services 0.4%

Retail 0.4%

Consumer Discretionary 0.2%

Industrials 0.1%

Financials 0.1%

Real Estate 0.1%

Energy 0.1%

Other/Unmapped 97.8%

Full portfolio 54 positions

				Type		Streak
DFAU Dimensional ETF Trust	$186,778,301	42.81%	3,613,432		$32,538,843	Up ×2
DFAI Dimensional ETF Trust	$54,202,837	12.42%	1,314,008		$6,681,133	Up ×2
DFAE Dimensional ETF Trust	$45,622,392	10.46%	1,134,603		$8,590,297	Up ×2
SPTM SPDR SERIES TRUST	$42,390,922	9.72%	466,911		$3,968,647	Down ×4
SPDW SPDR INDEX SHARES FUNDS	$13,129,961	3.01%	260,566		$678,202	Down ×4
AGG iShares Trust	$12,829,788	2.94%	129,620		$-1,379,223	Down ×3
MUB iShares Trust	$10,105,318	2.32%	93,898		$-926,750	Down ×3
SPEM SPDR INDEX SHARES FUNDS	$10,022,889	2.30%	193,566		$537,180	Down ×4
TFLO iShares Trust	$8,990,179	2.06%	177,566		$3,329,222	Up ×2
SPIB SPDR SERIES TRUST	$5,550,444	1.27%	165,882		$-694,040	Down ×3
IWV iShares Trust	$5,472,418	1.25%	12,834		$506,047	Down ×5
SPIP SPDR SERIES TRUST	$5,310,362	1.22%	206,789		$-623,486	Down ×3
TFI SPDR SERIES TRUST	$2,752,534	0.63%	60,099		$-607,024	Down ×2
VEA VANGUARD TAX-MANAGED FUNDS	$2,580,291	0.59%	36,214		$121,240	Down ×4
DFAC Dimensional ETF Trust	$2,536,017	0.58%	57,169		$314,430
VTI VANGUARD INDEX FUNDS	$2,422,257	0.56%	6,545		$310,183	Down ×4
SPAB SPDR SERIES TRUST	$2,287,350	0.52%	89,629		$-341,728	Down ×6
NVDA NVIDIA Corporation - Common Stock	$1,822,289	0.42%	9,107		$242,735	Up ×2
VONG Vanguard Russell 1000 Growth ETF	$1,784,867	0.41%	13,965		$253,046
VNQ VANGUARD SPECIALIZED FUNDS	$1,612,588	0.37%	16,722		$140,178	Up ×1
AAPL Apple Inc. - Common Stock	$1,396,947	0.32%	4,827		$204,051	Up ×2
DFAX Dimensional ETF Trust	$1,319,178	0.30%	35,808		$102,993	Up ×1
SHM SPDR SERIES TRUST	$1,285,750	0.29%	26,806		$-74,296	Down ×2
VOO VANGUARD INDEX FUNDS	$957,457	0.22%	1,394		$18,671	Down ×1
GOOGL Alphabet Inc. - Class A Common Stock	$926,104	0.21%	2,591		$258,871	Up ×2
TSLA Tesla, Inc. - Common Stock	$920,693	0.21%	2,189		$166,040	Up ×2
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$908,742	0.21%	15,224		$27,763	Down ×2
COST Costco Wholesale Corporation - Common Stock	$779,247	0.18%	833		$-43,804	Up ×1
AMZN Amazon.com, Inc. - Common Stock	$778,895	0.18%	3,268		$91,604	Down ×1
ITM VanEck ETF Trust	$744,463	0.17%	15,843		$-152,286	Down ×1
SCHB SCHWAB STRATEGIC TRUST	$670,232	0.15%	23,143		$89,350
GLD SPDR Gold Shares	$554,412	0.13%	1,505		$-93,174
AOA iShares Trust	$531,627	0.12%	5,447		$61,303	Up ×2
MSFT Microsoft Corporation - Common Stock	$481,839	0.11%	1,291		$64,165	Up ×2
APH Amphenol Corporation Common Stock	$459,137	0.11%	2,604		$119,761	Down ×3
SPY SPY	$420,700	0.10%	563		$58,932	Up ×3
SPY SPY	$373,385	0.09%	500	Call option	$48,215
RWO SPDR INDEX SHARES FUNDS	$366,760	0.08%	7,378		$-7,364	Down ×5
AOR iShares Trust	$343,653	0.08%	4,944		$32,006	Up ×3
META Meta Platforms, Inc. - Class A Common Stock	$340,817	0.08%	605		$29,554	Up ×2
SCHF SCHWAB STRATEGIC TRUST	$331,320	0.08%	11,961		$48,848	Up ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust	$313,690	0.07%	446		$39,849	Up ×1
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$298,733	0.07%	597		$12,171	Down ×1
AVGO Broadcom Inc. - Common Stock	$268,958	0.06%	712			Up ×1
AHR American Healthcare REIT, Inc. Common Stock	$268,416	0.06%	5,147		$25,683
GOOG Alphabet Inc. - Class C Capital Stock	$256,740	0.06%	726		$46,900	Down ×1
NFLX Netflix, Inc. - Common Stock	$252,685	0.06%	3,539		$-78,648	Up ×4
VBR VANGUARD INDEX FUNDS	$236,862	0.05%	974		$-7,634	Down ×2
XOM Exxon Mobil Corporation Common Stock	$236,662	0.05%	1,731		$-85,183	Down ×1
VGT VANGUARD WORLD FUND	$229,120	0.05%	1,917
DFSV Dimensional ETF Trust	$225,370	0.05%	5,810			Up ×1
VO VANGUARD INDEX FUNDS	$223,884	0.05%	2,778
AOM iShares Trust	$215,874	0.05%	4,327
IJH iShares Trust	$207,966	0.05%	2,697			Up ×1
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
SPY	$420,700	0.10%	up ×3
AOR	$343,653	0.08%	up ×3
NFLX	$252,685	0.06%	up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
AVGO	$268,958	712	0.06%
VGT	$229,120	1,917	0.05%
DFSV	$225,370	5,810	0.05%
VO	$223,884	2,778	0.05%
AOM	$215,874	4,327	0.05%
IJH	$207,966	2,697	0.05%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
DFAU	Bought more	+195K	+$32.5M
DFAE	Bought more	+41K	+$8.6M
DFAI	Bought more	+94K	+$6.7M
SPTM	Trimmed	-19K	+$4.0M
TFLO	Bought more	+66K	+$3.3M
AGG	Trimmed	-14K	-$1.4M
MUB	Trimmed	-10K	-$927K
SPIB	Trimmed	-20K	-$694K
SPDW	Trimmed	-12K	+$678K
SPIP	Trimmed	-21K	-$623K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
BSV	June 30, 2025	23,309	$1,824,629
STIP	June 30, 2025	6,579	$680,729
LQDH	June 30, 2025	7,121	$657,055
LLY	Dec. 31, 2025	591	$450,933	6.3%
VO	March 31, 2026	1,130	$328,021
LQD	June 30, 2026	2,192	$238,906
CVX	June 30, 2025	1,302	$217,812	44.3%
AOM	March 31, 2026	4,330	$206,671
VGT	Dec. 31, 2025	268	$200,097
SBI	Dec. 31, 2025	19,660	$155,511	-8.7%
ANGX	March 31, 2026	27,859	$130,102	33.8%