Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Aquire Wealth Advisors, LLCInvestment ActivityAquire Wealth Advisors, LLC has $406.31 million in total holdings as of September 30, 2025.Aquire Wealth Advisors, LLC owns shares of 49 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.31% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Aquire Wealth Advisors, LLC has purchased 46 new stocks and bought additional shares in 17 stocks.Aquire Wealth Advisors, LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $164,981,674Dimensional International Core Equity Market ETF $45,412,890SPDR Portfolio S&P 1500 Composite Stock Market ETF $43,195,237Dimensional Emerging Core Equity Market ETF $35,761,469iShares Core U.S. Aggregate Bond ETF $15,970,552 Largest New Holdings this Quarter 398182303 - AMERICAN HEALTHCARE REIT INC $216,225 Holding922908611 - Vanguard Small-Cap Value ETF $201,446 Holding034948109 - ANGEL STUDIOS INC $161,861 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 143,579 shares (about $6.57M)Dimensional International Core Equity Market ETF 49,934 shares (about $1.82M)iShares Treasury Floating Rate Bond ETF 26,804 shares (about $1.36M)Dimensional Emerging Core Equity Market ETF 40,146 shares (about $1.27M)iShares Core U.S. Aggregate Bond ETF 8,363 shares (about $838.39K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 28,120 shares (about $2.27M)SPDR Portfolio Developed World ex-US ETF 17,478 shares (about $747.89K)SPDR Portfolio Emerging Markets ETF 10,154 shares (about $475.31K)SPDR Nuveen ICE Municipal Bond ETF 6,691 shares (about $304.91K)SPDR Portfolio Aggregate Bond ETF 6,191 shares (about $160.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAquire Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$164,981,674$6,570,176 ▲4.1%3,605,36840.6%ETFDFAIDimensional International Core Equity Market ETF$45,412,890$1,815,102 ▲4.2%1,249,32211.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$43,195,237$2,267,881 ▼-5.0%535,58810.6%ETFDFAEDimensional Emerging Core Equity Market ETF$35,761,469$1,265,804 ▲3.7%1,134,2048.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$15,970,552$838,392 ▲5.5%159,3073.9%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$12,765,233$747,886 ▼-5.5%298,3223.1%ETFMUBiShares National Muni Bond ETF$11,316,646$287,418 ▲2.6%106,2692.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$10,318,787$475,310 ▼-4.4%220,4392.5%ETFTFLOiShares Treasury Floating Rate Bond ETF$8,063,679$1,356,021 ▲20.2%159,3922.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$6,959,473$89,673 ▲1.3%205,3541.7%ETFSPIPSPDR Portfolio TIPS ETF$6,662,697$118,023 ▲1.8%253,1901.6%ETFIWViShares Russell 3000 ETF$5,236,951$23,115 ▼-0.4%13,8201.3%ETFVONGVanguard Russell 1000 Growth ETF$4,451,391$2,410 ▼-0.1%36,9411.1%ETFTFISPDR Nuveen ICE Municipal Bond ETF$4,050,125$304,909 ▼-7.0%88,8771.0%FinanceSPABSPDR Portfolio Aggregate Bond ETF$3,088,951$160,038 ▼-4.9%119,4950.8%ETFVTIVanguard Total Stock Market ETF$2,692,126$21,332 ▼-0.8%8,2030.7%ETFVEAVanguard FTSE Developed Markets ETF$2,465,378$12,763 ▼-0.5%41,1440.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,234,576$29,058 ▲1.3%71,2100.5%ETFDFACDimensional U.S. Core Equity 2 ETF$2,205,0080.0%57,1690.5%ETFVNQVanguard Real Estate ETF$2,015,066$39,404 ▼-1.9%22,0410.5%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,848,610$53,958 ▼-2.8%38,3370.5%FinanceNVDANVIDIA$1,498,994$117,546 ▲8.5%8,0340.4%Computer and TechnologyAAPLApple$1,119,271$46,604 ▼-4.0%4,3950.3%Computer and TechnologyTSLATesla$957,037$3,113 ▲0.3%2,1520.2%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$913,306$21,890 ▼-2.3%16,8560.2%ETFITMVanEck Intermediate Muni ETF$897,4690.0%19,2590.2%ETFVOOVanguard S&P 500 ETF$820,001$3,674 ▼-0.4%1,3390.2%ETFAMZNAmazon.com$722,605$23,055 ▼-3.1%3,2910.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$689,557$333,119 ▲93.5%1,0350.2%FinanceSCHBSchwab US Broad Market ETF$649,4600.0%25,2610.2%ETFGLDSPDR Gold Shares$536,7600.0%1,5100.1%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$532,013$11,811 ▼-2.2%6,0360.1%ETFGOOGLAlphabet$526,8200.0%2,1670.1%Computer and TechnologyRWOSPDR Dow Jones Global Real Estate ETF$457,288$33,275 ▼-6.8%9,9910.1%ETFLLYEli Lilly and Company$450,933$4,578 ▲1.0%5910.1%MedicalMSFTMicrosoft$418,048$44,032 ▲11.8%8070.1%Computer and TechnologyNFLXNetflix$376,461$3,597 ▲1.0%3140.1%Consumer DiscretionaryMETAMeta Platforms$361,340$3,672 ▲1.0%4920.1%Computer and TechnologyAPHAmphenol$355,2860.0%2,8710.1%Computer and TechnologyVOVanguard Mid-Cap ETF$329,158$2,057 ▼-0.6%1,1200.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$295,440$4,120 ▼-1.4%4,5890.1%ETFBRK.BBerkshire Hathaway$269,971$8,547 ▲3.3%5370.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$264,637$2,980 ▼-1.1%4440.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$241,221$11,036 ▼-4.4%2,1640.1%FinanceAMERICAN HEALTHCARE REIT INC$216,225$216,225 ▲New Holding5,1470.1%COM SHSVBRVanguard Small-Cap Value ETF$201,446$201,446 ▲New Holding9650.0%ETFVGTVanguard Information Technology ETF$200,097$38,825 ▼-16.3%2680.0%ETFANGEL STUDIOS INC$161,861$161,861 ▲New Holding27,8590.0%CL A COMSBIWestern Asset Intermediate Muni Fund$155,5110.0%19,6600.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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