Aquire Wealth Advisors, LLC

CIK 1745945 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +14.7% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas89,30%

Bobot 25 kepemilikan teratas97,19%

Posisi di atas 1%12

Jumlah posisi efektif4,5

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 2,11% Perkiraan pembelian $20.686.042 · penjualan $8.610.204

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 87,1% masih dipegang

Posisi baru6

Meningkat19

Menurun23

Tertutup1

Nilai Portofolio $436.3M #4.208 dari 9.337 berdasarkan nilai 13F · top 45.1%

Posisi 54

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

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%

Lainnya/Tidak terpetakan 97,8%

Portofolio lengkap 54 posisi

				Tipe		Rentetan
DFAU Dimensional ETF Trust	$186.778.301	42,81%	3.613.432		$32.538.843	Naik ×2
DFAI Dimensional ETF Trust	$54.202.837	12,42%	1.314.008		$6.681.133	Naik ×2
DFAE Dimensional ETF Trust	$45.622.392	10,46%	1.134.603		$8.590.297	Naik ×2
SPTM SPDR SERIES TRUST	$42.390.922	9,72%	466.911		$3.968.647	Turun ×4
SPDW SPDR INDEX SHARES FUNDS	$13.129.961	3,01%	260.566		$678.202	Turun ×4
AGG iShares Trust	$12.829.788	2,94%	129.620		$-1.379.223	Turun ×3
MUB iShares Trust	$10.105.318	2,32%	93.898		$-926.750	Turun ×3
SPEM SPDR INDEX SHARES FUNDS	$10.022.889	2,30%	193.566		$537.180	Turun ×4
TFLO iShares Trust	$8.990.179	2,06%	177.566		$3.329.222	Naik ×2
SPIB SPDR SERIES TRUST	$5.550.444	1,27%	165.882		$-694.040	Turun ×3
IWV iShares Trust	$5.472.418	1,25%	12.834		$506.047	Turun ×5
SPIP SPDR SERIES TRUST	$5.310.362	1,22%	206.789		$-623.486	Turun ×3
TFI SPDR SERIES TRUST	$2.752.534	0,63%	60.099		$-607.024	Turun ×2
VEA VANGUARD TAX-MANAGED FUNDS	$2.580.291	0,59%	36.214		$121.240	Turun ×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	Turun ×4
SPAB SPDR SERIES TRUST	$2.287.350	0,52%	89.629		$-341.728	Turun ×6
NVDA NVIDIA Corporation - Common Stock	$1.822.289	0,42%	9.107		$242.735	Naik ×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	Naik ×1
AAPL Apple Inc. - Common Stock	$1.396.947	0,32%	4.827		$204.051	Naik ×2
DFAX Dimensional ETF Trust	$1.319.178	0,30%	35.808		$102.993	Naik ×1
SHM SPDR SERIES TRUST	$1.285.750	0,29%	26.806		$-74.296	Turun ×2
VOO VANGUARD INDEX FUNDS	$957.457	0,22%	1.394		$18.671	Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock	$926.104	0,21%	2.591		$258.871	Naik ×2
TSLA Tesla, Inc. - Common Stock	$920.693	0,21%	2.189		$166.040	Naik ×2
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$908.742	0,21%	15.224		$27.763	Turun ×2
COST Costco Wholesale Corporation - Common Stock	$779.247	0,18%	833		$-43.804	Naik ×1
AMZN Amazon.com, Inc. - Common Stock	$778.895	0,18%	3.268		$91.604	Turun ×1
ITM VanEck ETF Trust	$744.463	0,17%	15.843		$-152.286	Turun ×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	Naik ×2
MSFT Microsoft Corporation - Common Stock	$481.839	0,11%	1.291		$64.165	Naik ×2
APH Amphenol Corporation Common Stock	$459.137	0,11%	2.604		$119.761	Turun ×3
SPY SPY	$420.700	0,10%	563		$58.932	Naik ×3
SPY SPY	$373.385	0,09%	500	Opsi beli	$48.215
RWO SPDR INDEX SHARES FUNDS	$366.760	0,08%	7.378		$-7.364	Turun ×5
AOR iShares Trust	$343.653	0,08%	4.944		$32.006	Naik ×3
META Meta Platforms, Inc. - Class A Common Stock	$340.817	0,08%	605		$29.554	Naik ×2
SCHF SCHWAB STRATEGIC TRUST	$331.320	0,08%	11.961		$48.848	Naik ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust	$313.690	0,07%	446		$39.849	Naik ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$298.733	0,07%	597		$12.171	Turun ×1
AVGO Broadcom Inc. - Common Stock	$268.958	0,06%	712			Naik ×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	Turun ×1
NFLX Netflix, Inc. - Common Stock	$252.685	0,06%	3.539		$-78.648	Naik ×4
VBR VANGUARD INDEX FUNDS	$236.862	0,05%	974		$-7.634	Turun ×2
XOM Exxon Mobil Corporation Common Stock	$236.662	0,05%	1.731		$-85.183	Turun ×1
VGT VANGUARD WORLD FUND	$229.120	0,05%	1.917
DFSV Dimensional ETF Trust	$225.370	0,05%	5.810			Naik ×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			Naik ×1
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
SPY	$420.700	0,10%	naik ×3
AOR	$343.653	0,08%	naik ×3
NFLX	$252.685	0,06%	naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
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%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
DFAU	Beli lebih banyak	+195K	+$32.5M
DFAE	Beli lebih banyak	+41K	+$8.6M
DFAI	Beli lebih banyak	+94K	+$6.7M
SPTM	Dipangkas	-19K	+$4.0M
TFLO	Beli lebih banyak	+66K	+$3.3M
AGG	Dipangkas	-14K	-$1.4M
MUB	Dipangkas	-10K	-$927K
SPIB	Dipangkas	-20K	-$694K
SPDW	Dipangkas	-12K	+$678K
SPIP	Dipangkas	-21K	-$623K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
BSV	30 Juni 2025	23.309	$1.824.629
STIP	30 Juni 2025	6.579	$680.729
LQDH	30 Juni 2025	7.121	$657.055
LLY	31 Des. 2025	591	$450.933	6,3%
VO	31 Maret 2026	1.130	$328.021
LQD	30 Juni 2026	2.192	$238.906
CVX	30 Juni 2025	1.302	$217.812	44,3%
AOM	31 Maret 2026	4.330	$206.671
VGT	31 Des. 2025	268	$200.097
SBI	31 Des. 2025	19.660	$155.511	-8,7%
ANGX	31 Maret 2026	27.859	$130.102	33,8%