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CIK: 0001745945
Total reported value
$442.9M
$442.9M
53 檔
77.3%
In Q2 2026, Aquire Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $442.9M, distributed across 53 disclosed stock positions.
Aquire Wealth Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 1 holdings and trimming 23 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFAI, DFAE) accounted for 77.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVGO
市值: $269.0K
Top Position Liquidated / Trimmed
LQD
前期市值: $238.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 42.81% | +1.21% | +5.70% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 12.42% | +0.36% | +7.73% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 10.46% | +0.02% | +3.74% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.72% | -0.30% | -3.93% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.01% | -0.18% | -4.47% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.94% | -0.14% | -9.44% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.32% | -0.17% | -9.65% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.30% | -0.13% | -4.28% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.06% | -0.14% | +58.81% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.27% | -0.07% | -10.90% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.25% | -0.01% | -4.21% | |
| 12 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.22% | -0.10% | -9.36% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.63% | -0.08% | -18.89% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | -0.01% | -5.63% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | -0.13% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.01% | -0.59% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.52% | -0.04% | -12.66% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.08% | +0.55% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.41% | +0.04% | — | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.37% | -0.06% | +0.73% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.05% | +2.70% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.30% | -0.04% | +0.02% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.29% | -0.04% | -5.73% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.05% | -11.27% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | -0.01% | +11.68% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | -0.04% | +7.83% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | -0.01% | -6.60% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | +0.66% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.01% | +0.85% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | -0.97% | |
| 31 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.17% | -0.02% | -17.97% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | -0.01% | — | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.13% | — | — | |
| 34 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | -0.02% | +2.48% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | +0.02% | +14.45% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.11% | -0.01% | -3.05% | |
| 37 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.08% | -0.01% | -9.74% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | -0.01% | +2.09% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | +11.21% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.08% | — | +4.80% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.07% | — | +0.45% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | -0.17% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.06% | — | — | |
| 44 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.06% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | -0.01% | -0.82% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.06% | -0.01% | +2.70% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.05% | — | -13.42% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.05% | EXIT | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.05% | +0.01% | — | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.05% | -0.05% | EXIT |
According to official SEC Form 13F filings, Aquire Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $442.9M across 53 disclosed positions in Q2 2026.
During Q2 2026, Aquire Wealth Advisors, LLC's top holdings by market value included DFAU (42.8%)、DFAI (12.4%)、DFAE (10.5%). The largest single position, DFAU, represented 42.8% of total portfolio value.
In Q2 2026, Aquire Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 19 positions, trimming 23 holdings, and fully liquidating 1 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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