CIK: 0001745945
Total reported value
$380.6M
Reporting period: 2026-03-31 · Number of holdings: 49
Aquire Wealth Advisors, LLC disclosed 49 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $380.6M and a quarterly turnover rate of 4.8%.
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Aquire Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.205 — mathematically equivalent to about 5 equally-sized positions, well below its 49 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.00), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 2% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim SPTM
-6.1% -$4.3M
Add TFLO
+59.7% $2.1M
Add DFAE
+1.1% $1.8M
Add DFAI
+1.0% $1.5M
Trim DFAX
-49.8% -$1.1M
Trim TFI
-17.4% -$741.2K
Showing top 48 holdings (of 49 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 40.53% | +0.18% | +3.09% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 12.49% | +0.52% | +0.97% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.10% | -1.00% | -6.07% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.73% | +0.57% | +1.12% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.73% | — | -0.27% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.27% | -0.06% | -5.36% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.90% | -0.04% | -1.46% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.49% | -0.12% | -5.78% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.64% | -0.02% | -1.43% | |
| 10 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.56% | -0.03% | -2.98% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.49% | +0.57% | +59.67% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.31% | -0.05% | -0.03% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.88% | -0.19% | -17.41% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.69% | -0.04% | -5.62% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | — | -4.15% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | -0.01% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | -0.04% | -4.15% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.03% | +13.60% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.40% | -0.04% | — | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.39% | -0.06% | -14.71% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.36% | -0.13% | -27.87% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.32% | -0.29% | -49.84% | |
| 23 | AAPL | Apple INC | Stock-Tech | 0.31% | +0.03% | +19.14% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | — | +0.90% | |
| 25 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.24% | — | +0.12% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.01% | -4.83% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | +0.22% | NEW | |
| 28 | TSLA | Tesla INC | Stock-Consumer Disc | 0.20% | -0.02% | +10.15% | |
| 29 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.18% | +0.01% | +14.11% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | -0.01% | +0.76% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.01% | +13.73% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | +0.01% | — | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | -0.01% | +1.05% | |
| 34 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +2.37% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.01% | +47.84% | |
| 36 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.10% | -0.01% | -13.04% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.09% | -0.01% | -3.73% | |
| 38 | NFLX | Netflix INC | Stock-Comm Services | 0.09% | +0.01% | +9.75% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | +0.08% | NEW | |
| 40 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +2.89% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | +17.75% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | +0.01% | +9.52% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.07% | — | — | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.07% | — | — | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.06% | — | -0.71% | |
| 46 | AHR | American Healthcare Reit INC | Stock-Real Estate | 0.06% | — | — | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.06% | — | +0.46% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.06% | NEW |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 41% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 49 | $380.6M | 5 | |
| 2025-12-31 | 49 | $384.6M | 6 | |
| 2025-09-30 | 50 | $406.3M | 24 | |
| 2025-06-30 | 46 | $372.1M | 0 | |
| 2025-03-31 | 48 | $324.9M | 0 | |
| 2024-12-31 | 50 | $322.9M | 0 | |
| 2024-09-30 | 46 | $318.6M | 0 | |
| 2024-06-30 | 43 | $297.7M | 0 | |
| 2024-03-31 | 46 | $286.1M | 0 | |
| 2023-12-31 | 40 | $263.0M | 0 | |
| 2023-09-30 | 39 | $239.8M | 0 | |
| 2023-06-30 | 39 | $250.6M | 0 | |
| 2023-03-31 | 39 | $228.5M | 0 | |
| 2022-12-31 | 35 | $201.0M | 0 | |
| 2022-09-30 | 34 | $172.3M | 0 | |
| 2022-06-30 | 34 | $171.3M | 0 | |
| 2022-03-31 | 37 | $187.8M | 0 | |
| 2021-12-31 | 276 | $191.1M | 0 |
Aquire Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Costco Wholesale CORP (COST); Sold out: Vanguard Mid-cap ETF (VO); New buy: Exxon Mobil CORP (XOM); New buy: Alphabet Inc-cl C (GOOG); Sold out: Ishares Core 40/60 Moderate (AOM).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-10 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-07 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-22 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-04 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-11 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-30 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-03 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-01 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-20 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-18 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-27 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-28 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
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