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CIK: 0001745945
Total reported value
$436.3M
$436.3M
48 檔
67.3%
At the close of Q4 2025, Aquire Wealth Advisors, LLC disclosed equity holdings valued at approximately $436.3M, spread across 48 reported holdings.
In Q4 2025, Aquire Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 40.35% | +2.28% | -8.03% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 11.97% | -0.07% | -3.31% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 11.10% | -0.38% | -3.40% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.16% | +0.73% | -4.64% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.73% | -0.79% | -9.91% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.33% | -0.26% | -3.39% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.94% | -0.58% | -0.76% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.61% | -0.19% | -2.65% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.66% | -0.37% | -8.03% | |
| 10 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.59% | -0.34% | -7.12% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.35% | -0.05% | -3.02% | |
| 12 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.07% | -0.25% | +0.94% | |
| 13 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.92% | +0.57% | -56.07% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.73% | -0.17% | -9.01% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.06% | -2.69% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.61% | -0.02% | +0.24% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | — | -16.26% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.59% | — | — | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.49% | -0.07% | +2.83% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | -0.02% | -11.70% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.44% | +0.01% | -62.20% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | — | -0.76% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.01% | -10.24% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.03% | +16.28% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | -0.02% | +1.61% | |
| 26 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.24% | -0.07% | +0.17% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | +0.01% | -14.36% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | +1.26% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | — | -12.12% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.03% | -5.86% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | -9.33% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.16% | -0.04% | -0.33% | |
| 33 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | -13.98% | |
| 34 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.11% | -0.02% | -5.92% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.10% | +0.02% | -2.82% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | -5.45% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | +0.05% | NEW | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +2.57% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | -6.10% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.08% | -0.03% | +900.00% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | -0.01% | +1.68% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.07% | +0.01% | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.07% | — | — | |
| 44 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.06% | — | — | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.06% | -0.06% | EXIT | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.06% | -0.01% | +17.41% | |
| 47 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.05% | +0.05% | NEW | |
| 48 | ANGX | Angel Studios Inc | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Aquire Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $436.3M across 48 disclosed positions in Q4 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 67.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHF
市值: $274.4K
Top Position Liquidated / Trimmed
LLY
前期市值: $450.9K
During Q4 2025, Aquire Wealth Advisors, LLC's top holdings by market value included DFAU (40.4%)、DFAI (12.0%)、SPTM (11.1%). The largest single position, DFAU, represented 40.4% of total portfolio value.
In Q4 2025, Aquire Wealth Advisors, LLC made 46 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 29 holdings, and fully liquidating 3 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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