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CIK: 0001745945
Total reported value
$436.3M
$436.3M
48 檔
66.8%
During the Q1 2026 filing period, Aquire Wealth Advisors, LLC (CIK: 0001745945) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $436.3M across 48 reported positions.
Aquire Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 3 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 40.53% | +2.28% | +3.09% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 12.49% | -0.07% | +0.97% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 10.10% | -0.38% | -6.07% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.73% | +0.73% | +1.12% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.73% | -0.79% | -0.27% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.27% | -0.26% | -5.36% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.90% | -0.58% | -1.46% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.49% | -0.19% | -5.78% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.64% | -0.37% | -1.43% | |
| 10 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.56% | -0.34% | -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% | -0.25% | -17.41% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.69% | -0.17% | -5.62% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.06% | -4.15% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | — | -4.15% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | — | +13.60% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.40% | +0.01% | — | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.39% | -0.02% | -14.71% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.36% | -0.07% | -27.87% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.32% | -0.02% | -49.84% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.01% | +19.14% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.03% | +0.90% | |
| 25 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.24% | -0.07% | +0.12% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.02% | -4.83% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.04% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | +0.01% | +10.15% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | +14.11% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | +0.76% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | +13.73% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.04% | — | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | +1.05% | |
| 34 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +2.37% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | — | +47.84% | |
| 36 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.10% | -0.02% | -13.04% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.09% | +0.02% | -3.73% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.09% | -0.03% | +9.75% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.03% | — | |
| 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% | +0.01% | — | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.07% | — | — | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.06% | -0.01% | -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% | -0.06% | EXIT | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | — |
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 Q1 2026.
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 66.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
COST
市值: $823.1K
Top Position Liquidated / Trimmed
VO
前期市值: $328.0K
During Q1 2026, Aquire Wealth Advisors, LLC's top holdings by market value included DFAU (40.5%)、DFAI (12.5%)、SPTM (10.1%). The largest single position, DFAU, represented 40.5% of total portfolio value.
In Q1 2026, Aquire Wealth Advisors, LLC made 45 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 19 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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