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CIK: 0001745945
Total reported value
$436.3M
$436.3M
46 檔
63.5%
The Q2 2025 SEC filing reveals that Aquire Wealth Advisors, LLC held a total portfolio value of $436.3M, covering 46 public equity positions.
During Q2 2025, Aquire Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 39.41% | +2.28% | -7.86% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 11.35% | -0.38% | +85.86% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 11.14% | -0.07% | -10.89% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 8.51% | +0.73% | -12.88% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.02% | -0.79% | +22.48% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.44% | -0.26% | +90.87% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.91% | -0.58% | +22.33% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.65% | -0.19% | +140.34% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.83% | -0.37% | +15.27% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.80% | +0.57% | +99.73% | |
| 11 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.74% | -0.34% | +16.46% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.31% | -0.05% | -0.06% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.15% | -0.25% | +0.54% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.08% | +0.01% | — | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.86% | -0.17% | -1.54% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | — | +1.06% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.06% | +0.01% | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.55% | -0.02% | +0.56% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.55% | — | — | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.54% | -0.02% | -2.12% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.51% | -0.07% | -39.76% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | -1.70% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.01% | -2.43% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.24% | -0.07% | +0.25% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.02% | -1.25% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | -0.03% | +12.46% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | — | -1.16% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.01% | +22.64% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | — | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.14% | — | +7.19% | |
| 31 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.13% | -0.02% | -0.50% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | -0.04% | — | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | — | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | -0.03% | — | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.03% | -0.64% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | — | +4.28% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | -0.55% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | — | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | +0.05% | NEW | |
| 40 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | -3.56% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.08% | +0.02% | — | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.07% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | -0.01% | -18.75% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.07% | -0.06% | EXIT | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.06% | +0.05% | NEW | |
| 46 | SBI | Western Asset Intermediate | Stock-Other | 0.04% | — | — |
According to official SEC Form 13F filings, Aquire Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $436.3M across 46 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, SPTM, DFAI) accounted for 63.5% of total reported equity market value during Q2 2025.
During Q2 2025, Aquire Wealth Advisors, LLC's top holdings by market value included DFAU (39.4%)、SPTM (11.3%)、DFAI (11.1%). The largest single position, DFAU, represented 39.4% of total portfolio value.
In Q2 2025, Aquire Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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