Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Aquire Wealth Advisors, LLCInvestment ActivityAquire Wealth Advisors, LLC has $372.08 million in total holdings as of June 30, 2025.Aquire Wealth Advisors, LLC owns shares of 46 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 12.33% of the portfolio was purchased this quarter.About 7.33% of the portfolio was sold this quarter.This quarter, Aquire Wealth Advisors, LLC has purchased 48 new stocks and bought additional shares in 18 stocks.Aquire Wealth Advisors, LLC sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $146,641,382SPDR Portfolio S&P 1500 Composite Stock Market ETF $42,216,077Dimensional International Core Equity Market ETF $41,462,828Dimensional Emerging Core Equity Market ETF $31,672,976iShares Core U.S. Aggregate Bond ETF $14,973,624 Largest New Holdings this Quarter 92206C680 - Vanguard Russell 1000 Growth ETF $4,036,141 Holding032095101 - Amphenol $283,511 Holding Largest Purchases this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 260,409 shares (about $19.50M)SPDR Portfolio Developed World ex-US ETF 150,344 shares (about $6.09M)SPDR Portfolio Emerging Markets ETF 134,649 shares (about $5.75M)Vanguard Russell 1000 Growth ETF 36,961 shares (about $4.04M)iShares Treasury Floating Rate Bond ETF 66,203 shares (about $3.35M) Largest Sales this Quarter Dimensional US Core Equity Market ETF 295,494 shares (about $12.52M)Dimensional International Core Equity Market ETF 146,638 shares (about $5.07M)Dimensional Emerging Core Equity Market ETF 161,736 shares (about $4.68M)SPDR Nuveen ICE Short Term Municipal Bond ETF 26,039 shares (about $1.25M)Vanguard Information Technology ETF 218 shares (about $144.60K) 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$146,641,382$12,517,126 ▼-7.9%3,461,78939.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$42,216,077$19,502,023 ▲85.9%563,70811.3%ETFDFAIDimensional International Core Equity Market ETF$41,462,828$5,069,274 ▼-10.9%1,199,38811.1%ETFDFAEDimensional Emerging Core Equity Market ETF$31,672,976$4,682,257 ▼-12.9%1,094,0588.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$14,973,624$2,748,729 ▲22.5%150,9444.0%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$12,786,734$6,087,425 ▲90.9%315,8003.4%ETFMUBiShares National Muni Bond ETF$10,821,020$1,974,990 ▲22.3%103,5702.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$9,855,536$5,754,893 ▲140.3%230,5932.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$6,806,935$901,858 ▲15.3%202,7081.8%ETFTFLOiShares Treasury Floating Rate Bond ETF$6,715,582$3,353,182 ▲99.7%132,5881.8%ETFSPIPSPDR Portfolio TIPS ETF$6,481,255$915,801 ▲16.5%248,7051.7%ETFIWViShares Russell 3000 ETF$4,872,231$3,159 ▼-0.1%13,8811.3%ETFTFISPDR Nuveen ICE Municipal Bond ETF$4,269,023$22,960 ▲0.5%95,5681.1%FinanceVONGVanguard Russell 1000 Growth ETF$4,036,141$4,036,141 ▲New Holding36,9611.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$3,217,554$50,201 ▼-1.5%125,6860.9%ETFVTIVanguard Total Stock Market ETF$2,512,913$26,442 ▲1.1%8,2680.7%ETFVEAVanguard FTSE Developed Markets ETF$2,357,767$171 ▲0.0%41,3570.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,064,241$11,454 ▲0.6%70,2840.6%ETFDFACDimensional U.S. Core Equity 2 ETF$2,048,9370.0%57,1690.6%ETFVNQVanguard Real Estate ETF$2,001,343$43,372 ▼-2.1%22,4720.5%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,887,180$1,245,445 ▼-39.8%39,4560.5%FinanceNVDANVIDIA$1,169,764$20,223 ▼-1.7%7,4040.3%Computer and TechnologyAAPLApple$939,328$23,391 ▼-2.4%4,5780.3%Computer and TechnologyITMVanEck Intermediate Muni ETF$875,707$2,183 ▲0.2%19,2590.2%ETFVWOVanguard FTSE Emerging Markets ETF$853,668$10,832 ▼-1.3%17,2600.2%ETFVOOVanguard S&P 500 ETF$764,050$84,642 ▲12.5%1,3450.2%ETFAMZNAmazon.com$745,048$8,776 ▼-1.2%3,3960.2%Retail/WholesaleTSLATesla$681,381$125,793 ▲22.6%2,1450.2%Auto/Tires/TrucksSCHBSchwab US Broad Market ETF$601,9700.0%25,2610.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$514,578$34,528 ▲7.2%6,1700.1%ETFRWOSPDR Dow Jones Global Real Estate ETF$473,093$2,384 ▼-0.5%10,7180.1%ETFGLDSPDR Gold Shares$460,2930.0%1,5100.1%FinanceLLYEli Lilly and Company$456,0250.0%5850.1%MedicalNFLXNetflix$416,4690.0%3110.1%Consumer DiscretionaryGOOGLAlphabet$381,881$2,467 ▼-0.6%2,1670.1%Computer and TechnologyMETAMeta Platforms$359,472$14,763 ▲4.3%4870.1%Computer and TechnologyMSFTMicrosoft$359,072$1,989 ▼-0.6%7220.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$330,5500.0%5350.1%FinanceVOVanguard Mid-Cap ETF$315,434$5,318 ▲1.7%1,1270.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$286,485$10,590 ▼-3.6%4,6530.1%ETFAPHAmphenol$283,511$283,511 ▲New Holding2,8710.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$254,3500.0%4490.1%ETFBRK.BBerkshire Hathaway$252,600$58,292 ▼-18.8%5200.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$248,047$3,069 ▼-1.2%2,2630.1%FinanceVGTVanguard Information Technology ETF$212,250$144,595 ▼-40.5%3200.1%ETFSBIWestern Asset Intermediate Muni Fund$147,8430.0%19,6600.0%Financial ServicesBSVVanguard Short-Term Bond ETF$0$1,824,629 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$680,729 ▼-100.0%00.0%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$0$657,055 ▼-100.0%00.0%ETFCVXChevron$0$217,812 ▼-100.0%00.0%EnergyShowing 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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