Aquire Wealth Advisors, LLC
CIK 1745945 · View on SEC EDGAR ↗
- Portfolio value
- $436.3M
- Positions
- 54
- As of
- June 30, 2026
#4,145 of 9,443 by 13F value · top 43.9%
Portfolio value QoQ: +14.7% 13F does not disclose cash
- Top 10 holdings weight
- 89.30%
- Top 25 holdings weight
- 97.19%
- Positions above 1%
- 12
- Effective number of positions
- 4.5
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: 7.0 quarters Tracked Q4 2024–Q2 2026 · 85.7% still held
- New positions
- 6
- Increased
- 19
- Decreased
- 23
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
0.9%
Communication Services
0.4%
Retail
0.4%
Consumer Discretionary
0.2%
Industrials
0.1%
Real Estate
0.1%
Energy
0.1%
Other/Unmapped
97.9%
Full portfolio 54 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFAU | $186,778,301 | 42.81% | 3,613,432 | $32,538,843 | Up ×2 | ||
| DFAI | $54,202,837 | 12.42% | 1,314,008 | $6,681,133 | Up ×2 | ||
| DFAE | $45,622,392 | 10.46% | 1,134,603 | $8,590,297 | Up ×2 | ||
| SPTM | $42,390,922 | 9.72% | 466,911 | $3,968,647 | Down ×4 | ||
| SPDW | $13,129,961 | 3.01% | 260,566 | $678,202 | Down ×4 | ||
| AGG | $12,829,788 | 2.94% | 129,620 | $-1,379,223 | Down ×3 | ||
| MUB | $10,105,318 | 2.32% | 93,898 | $-926,750 | Down ×3 | ||
| SPEM | $10,022,889 | 2.30% | 193,566 | $537,180 | Down ×4 | ||
| TFLO | $8,990,179 | 2.06% | 177,566 | $3,329,222 | Up ×2 | ||
| SPIB | $5,550,444 | 1.27% | 165,882 | $-694,040 | Down ×3 | ||
| IWV | $5,472,418 | 1.25% | 12,834 | $506,047 | Down ×5 | ||
| SPIP | $5,310,362 | 1.22% | 206,789 | $-623,486 | Down ×3 | ||
| TFI | $2,752,534 | 0.63% | 60,099 | $-607,024 | Down ×2 | ||
| VEA | $2,580,291 | 0.59% | 36,214 | $121,240 | Down ×4 | ||
| DFAC | $2,536,017 | 0.58% | 57,169 | $314,430 | |||
| VTI | $2,422,257 | 0.56% | 6,545 | $310,183 | Down ×4 | ||
| SPAB | $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 | $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 | $1,319,178 | 0.30% | 35,808 | $102,993 | Up ×1 | ||
| SHM | $1,285,750 | 0.29% | 26,806 | $-74,296 | Down ×2 | ||
| VOO | $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 | $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 | $744,463 | 0.17% | 15,843 | $-152,286 | Down ×1 | ||
| SCHB | $670,232 | 0.15% | 23,143 | $89,350 | |||
| GLD | $554,412 | 0.13% | 1,505 | $-93,174 | |||
| AOA | $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 | $366,760 | 0.08% | 7,378 | $-7,364 | Down ×5 | ||
| AOR | $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 | $331,320 | 0.08% | 11,961 | $48,848 | Up ×1 | ||
| MDY | $313,690 | 0.07% | 446 | $39,849 | Up ×1 | ||
| BRKB | $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 | $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 | $229,120 | 0.05% | 1,917 | ||||
| DFSV | $225,370 | 0.05% | 5,810 | Up ×1 | |||
| VO | $223,884 | 0.05% | 2,778 | ||||
| AOM | $215,874 | 0.05% | 4,327 | ||||
| IJH | $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 | No longer tracked |
| STIP | June 30, 2025 | 6,579 | $680,729 | No longer tracked |
| LQDH | June 30, 2025 | 7,121 | $657,055 | No longer tracked |
| LLY | Dec. 31, 2025 | 591 | $450,933 | 19.8% |
| VO | March 31, 2026 | 1,130 | $328,021 | No longer tracked |
| LQD | June 30, 2026 | 2,192 | $238,906 | No longer tracked |
| CVX | June 30, 2025 | 1,302 | $217,812 | 44.6% |
| AOM | March 31, 2026 | 4,330 | $206,671 | No longer tracked |
| COST | March 31, 2025 | 223 | $204,328 | 3.0% |
| APH | March 31, 2025 | 2,938 | $204,044 | 139.0% |
| VGT | Dec. 31, 2025 | 268 | $200,097 | No longer tracked |
| MUI | March 31, 2025 | 14,871 | $180,237 | No longer tracked |
| SBI | Dec. 31, 2025 | 19,660 | $155,511 | 0.4% |
| ANGX | March 31, 2026 | 27,859 | $130,102 | 59.0% |