Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Aquire Wealth Advisors, LLCInvestment ActivityAquire Wealth Advisors, LLC has $324.89 million in total holdings as of March 31, 2025.Aquire Wealth Advisors, LLC owns shares of 48 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.81% of the portfolio was purchased this quarter.About 1.63% of the portfolio was sold this quarter.This quarter, Aquire Wealth Advisors, LLC has purchased 50 new stocks and bought additional shares in 23 stocks.Aquire Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $144,429,968Dimensional International Core Equity Market ETF $42,036,401Dimensional Emerging Core Equity Market ETF $32,512,512SPDR Portfolio S&P 1500 Composite Stock Market ETF $20,627,419iShares Core U.S. Aggregate Bond ETF $12,190,439 Largest New Holdings this Quarter 166764100 - Chevron $217,812 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 140,869 shares (about $5.42M)iShares Treasury Floating Rate Bond ETF 57,061 shares (about $2.89M)Dimensional Emerging Core Equity Market ETF 64,177 shares (about $1.66M)Dimensional International Core Equity Market ETF 46,799 shares (about $1.46M)NVIDIA 2,072 shares (about $224.56K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 15,472 shares (about $1.21M)SPDR Nuveen Barclays Short Term Municipal Bond ETF 19,097 shares (about $909.02K)iShares 0-5 Year TIPS Bond ETF 4,414 shares (about $456.72K)iShares Interest Rate Hedged Corporate Bond ETF 4,796 shares (about $442.53K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 5,141 shares (about $349.64K) 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$144,429,968$5,415,005 ▲3.9%3,757,28344.5%ETFDFAIDimensional International Core Equity Market ETF$42,036,401$1,461,533 ▲3.6%1,346,02612.9%ETFDFAEDimensional Emerging Core Equity Market ETF$32,512,512$1,661,543 ▲5.4%1,255,79410.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$20,627,419$349,640 ▼-1.7%303,2996.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$12,190,439$147,787 ▼-1.2%123,2353.8%FinanceMUBiShares National Muni Bond ETF$8,927,388$129,693 ▲1.5%84,6672.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,024,282$129,729 ▼-2.1%165,4561.9%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$5,845,297$75,688 ▼-1.3%175,8511.8%ETFSPIPSPDR Portfolio TIPS ETF$5,633,814$48,935 ▼-0.9%213,5631.7%ETFIWViShares Russell 3000 ETF$4,412,020$6,035 ▲0.1%13,8901.4%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$4,284,084$29,386 ▼-0.7%95,0541.3%FinanceSPEMSPDR Portfolio Emerging Markets ETF$3,777,347$71,260 ▼-1.9%95,9441.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$3,363,064$2,890,710 ▲612.0%66,3851.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$3,260,110$140,343 ▼-4.1%127,6471.0%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$3,117,562$909,017 ▼-22.6%65,4951.0%FinanceVTIVanguard Total Stock Market ETF$2,248,484$14,841 ▲0.7%8,1810.7%ETFVEAVanguard FTSE Developed Markets ETF$2,102,048$4,066 ▼-0.2%41,3540.6%ETFVNQVanguard Real Estate ETF$2,078,785$20,372 ▼-1.0%22,9590.6%ETFDFACDimensional U.S. Core Equity 2 ETF$1,886,0050.0%57,1690.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,831,223$10,297 ▲0.6%69,8940.6%ETFBSVVanguard Short-Term Bond ETF$1,824,629$1,211,148 ▼-39.9%23,3090.6%ETFAAPLApple$1,042,339$228,373 ▼-18.0%4,6920.3%Computer and TechnologyITMVanEck Intermediate Muni ETF$874,293$259,225 ▼-22.9%19,2110.3%ETFNVDANVIDIA$816,320$224,564 ▲37.9%7,5320.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$791,132$25,120 ▼-3.1%17,4790.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$680,729$456,716 ▼-40.2%6,5790.2%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$657,055$442,527 ▼-40.2%7,1210.2%ETFAMZNAmazon.com$653,733$19,407 ▼-2.9%3,4360.2%Retail/WholesaleVOOVanguard S&P 500 ETF$614,654$514 ▲0.1%1,1960.2%ETFSCHBSchwab US Broad Market ETF$543,8690.0%25,2610.2%ETFLLYEli Lilly and Company$483,1570.0%5850.1%MedicalRWOSPDR Dow Jones Global Real Estate ETF$470,090$1,527 ▲0.3%10,7720.1%ETFTSLATesla$453,271$123,101 ▼-21.4%1,7490.1%Auto/Tires/TrucksAOAiShares Core 80/20 Aggressive Allocation ETF$440,334$14,688 ▲3.5%5,7560.1%ETFGLDSPDR Gold Shares$435,091$17,577 ▼-3.9%1,5100.1%FinanceBRK.BBerkshire Hathaway$340,851$27,162 ▲8.7%6400.1%FinanceGOOGLAlphabet$337,390$11,602 ▲3.6%2,1810.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$299,274$559 ▲0.2%5350.1%FinanceVGTVanguard Information Technology ETF$291,968$94,971 ▲48.2%5380.1%ETFNFLXNetflix$290,017$77,400 ▲36.4%3110.1%Consumer DiscretionaryVOVanguard Mid-Cap ETF$286,611$81,741 ▲39.9%1,1080.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$277,775$8,866 ▲3.3%4,8250.1%ETFMSFTMicrosoft$272,802$6,764 ▲2.5%7260.1%Computer and TechnologyMETAMeta Platforms$269,176$28,820 ▲12.0%4670.1%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$249,009$1,087 ▲0.4%2,2910.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$239,533$2,667 ▲1.1%4490.1%ETFCVXChevron$217,812$217,812 ▲New Holding1,3020.1%EnergySBIWestern Asset Intermediate Muni Fund$153,3480.0%19,6600.0%Financial ServicesCOSTCostco Wholesale$0$204,328 ▼-100.0%00.0%Retail/WholesaleAPHAmphenol$0$204,044 ▼-100.0%00.0%Computer and TechnologyMUIBlackRock Municipal Income Fund$0$180,237 ▼-100.0%00.0%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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