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CIK: 0001745945
Total reported value
$436.3M
$436.3M
49 檔
70.0%
As reported in its official Q3 2025 Form 13F filing, Aquire Wealth Advisors, LLC's tracked investment portfolio stood at $436.3M with 49 total positions.
Aquire Wealth Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 40.60% | +2.28% | +4.15% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 11.18% | -0.07% | +4.16% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.63% | -0.38% | -4.99% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 8.80% | +0.73% | +3.67% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.93% | -0.79% | +5.54% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.14% | -0.26% | -5.53% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.79% | -0.58% | +2.61% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.54% | -0.19% | -4.40% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.98% | +0.57% | +20.22% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.71% | -0.37% | +1.31% | |
| 11 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.64% | -0.34% | +1.80% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.29% | -0.05% | -0.44% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.10% | +0.01% | -0.05% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.00% | -0.25% | -7.00% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.76% | -0.17% | -4.93% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | — | -0.79% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.06% | -0.52% | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.55% | -0.02% | +1.32% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.54% | — | — | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.02% | -1.92% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.45% | -0.07% | -2.84% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | — | +8.51% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.01% | -4.00% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | +0.01% | +0.33% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | -0.02% | -2.34% | |
| 26 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.22% | -0.07% | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.03% | -0.45% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | -3.09% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | +93.46% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | — | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.13% | -0.04% | — | |
| 32 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | — | -2.17% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.03% | — | |
| 34 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.11% | -0.02% | -6.78% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | — | +1.03% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | +11.77% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.09% | -0.03% | +0.96% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | — | +1.03% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.09% | +0.02% | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | +0.05% | NEW | |
| 41 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.07% | — | -1.38% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | -0.01% | +3.27% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.07% | — | -1.11% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.06% | -0.06% | EXIT | |
| 45 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.05% | — | — | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.05% | -0.01% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.05% | +0.05% | NEW | |
| 48 | ANGX | Angel Studios Inc | Stock-Other | 0.04% | — | — | |
| 49 | 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 49 disclosed positions in Q3 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, DFAI, SPTM) accounted for 70.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
VONG
市值: $4.5M
Top Position Liquidated / Trimmed
BSV
前期市值: $1.8M
During Q3 2025, Aquire Wealth Advisors, LLC's top holdings by market value included DFAU (40.6%)、DFAI (11.2%)、SPTM (10.6%). The largest single position, DFAU, represented 40.6% of total portfolio value.
In Q3 2025, Aquire Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 17 holdings, and fully liquidating 4 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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