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Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Aquire Wealth Advisors, LLC

Investment Activity

  • Aquire Wealth Advisors, LLC has $442.87 million in total holdings as of September 30, 2026.
  • Aquire Wealth Advisors, LLC owns shares of 53 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 2.57% of the portfolio was purchased this quarter.
  • About 1.19% of the portfolio was sold this quarter.
  • This quarter, Aquire Wealth Advisors, LLC has purchased 53 new stocks and bought additional shares in 17 stocks.
  • Aquire Wealth Advisors, LLC sold shares of 31 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$281,720 Holding
464287655 - iShares Russell 2000 ETF
$211,196 Holding
921909768 - Vanguard Total International Stock ETF
$208,279 Holding

Largest Purchases this Quarter

Dimensional US Core Equity Market ETF
109,863 shares (about $5.75M)
Dimensional Emerging Core Equity Market ETF
45,630 shares (about $1.79M)
EXXONMOBIL HOLDINGS CORP
1,731 shares (about $281.72K)
Amphenol
2,604 shares (about $219.52K)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF
12,618 shares (about $560.87K)
SPDR Portfolio Developed World ex-US ETF
10,963 shares (about $550.45K)
iShares Treasury Floating Rate Bond ETF
9,818 shares (about $497.48K)
SPDR Portfolio Emerging Markets ETF
8,181 shares (about $423.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAquire Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$194,951,747$5,752,427 ▲3.0%3,723,29544.0%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$56,599,004$2,159,663 ▲4.0%1,366,13612.8%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$46,394,967$1,793,716 ▲4.0%1,180,23310.5%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$41,701,145$1,278,022 ▼-3.0%453,0279.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$12,532,557$550,452 ▼-4.2%249,6032.8%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$12,379,729$125,455 ▲1.0%130,9472.8%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$9,595,517$423,448 ▼-4.2%185,3852.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$9,535,449$42,361 ▲0.4%94,3172.2%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$8,499,810$497,479 ▼-5.5%167,7481.9%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$5,481,219$58,706 ▼-1.1%12,6981.2%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$5,295,340$59,331 ▼-1.1%164,0441.2%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$4,967,001$72,452 ▼-1.4%203,8161.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,547,143$9,956 ▼-0.4%36,0730.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,439,805$9,731 ▼-0.4%6,5190.6%ETF
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$2,433,570$136,864 ▼-5.3%56,8990.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,197,910$118,071 ▲5.7%9,6240.5%Technology
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$2,119,972$63,385 ▼-2.9%87,0270.5%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,985,393$184,886 ▲10.3%15,3990.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,980,292$560,870 ▼-22.1%44,5510.4%ETF
Apple Inc. stock logo
AAPL
Apple
$1,651,116$43,626 ▲2.7%4,9580.4%Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,364,876$133,906 ▼-8.9%15,2280.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,177,447$200,446 ▲20.5%1,6800.3%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,173,610$152,004 ▼-11.5%31,7020.3%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$1,123,659$126,841 ▼-10.1%24,0870.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$902,603$356 ▼0.0%15,2180.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$893,739$2,065 ▲0.2%2,5970.2%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$799,576$11,444 ▼-1.4%1,0480.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$775,240$38,862 ▼-4.8%3,1120.2%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$766,506$8,193 ▲1.1%8420.2%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$763,431$13,126 ▼-1.7%2,1520.2%Consumer Discretionary
VanEck Intermediate Muni ETF stock logo
ITM
VanEck Intermediate Muni ETF
$678,524$18,568 ▼-2.7%15,4210.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$624,596$53,725 ▼-7.9%21,3100.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$571,260$1,904 ▼-0.3%1,5000.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$563,505$98,447 ▼-14.9%1,0990.1%Technology
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$457,169$72,661 ▼-13.7%4,7000.1%ETF
Amphenol Corporation stock logo
APH
Amphenol
$439,034$219,517 ▲100.0%5,2080.1%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$369,117$69,617 ▼-15.9%5090.1%Communication Services
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$333,156$4,587 ▲1.4%12,1280.1%ETF
SPDR Dow Jones Global Real Estate ETF stock logo
RWO
SPDR Dow Jones Global Real Estate ETF
$325,171$17,168 ▼-5.0%7,0080.1%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$317,297$21,445 ▼-6.3%4,6310.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$297,2760.0%5970.1%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$291,579$1,313 ▼-0.4%4440.1%ETF
EXXONMOBIL HOLDINGS CORP
$281,720$281,720 ▲New Holding1,7310.1%COM SHS
AMERICAN HEALTHCARE REIT INC
$263,8350.0%5,1470.1%COM SHS
Broadcom Inc. stock logo
AVGO
Broadcom
$252,506$2,458 ▲1.0%7190.1%Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$244,679$3,770 ▲1.6%1,9470.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$239,863$7,496 ▼-3.0%7040.1%Communication Services
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$229,445$4,390 ▲2.0%9930.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$224,674$21,570 ▼-8.8%3,2290.1%Communication Services
iShares Core 40/60 Moderate Allocation ETF stock logo
AOM
iShares Core 40/60 Moderate Allocation ETF
$216,552$5,654 ▲2.7%4,4430.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$211,196$211,196 ▲New Holding7600.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$208,279$208,279 ▲New Holding2,4510.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$200,763$17,096 ▼-7.8%2,5600.0%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$236,662 ▼-100.0%00.0%Energy
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$0$225,370 ▼-100.0%00.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$207,966 ▼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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