Aquire Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$380.6M
Q ending 2026-03-31
Prior quarter
$384.6M
Q ending 2025-12-31
Change
-1.1% QoQ · +17.1% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAU | Shares | $154.2M | 3.4M |
| Dimensional Etf Trust | DFAI | Shares | $47.5M | 1.2M |
| Spdr Series Trust | SPTM | Shares | $38.4M | 486K |
| Dimensional Etf Trust | DFAE | Shares | $37.0M | 1.1M |
| Ishares Tr | AGG | Shares | $14.2M | 143K |
| Spdr Index Shs Fds | SPDW | Shares | $12.5M | 273K |
| Ishares Tr | MUB | Shares | $11.0M | 104K |
| Spdr Index Shs Fds | SPEM | Shares | $9.5M | 202K |
| Spdr Series Trust | SPIB | Shares | $6.2M | 186K |
| Spdr Series Trust | SPIP | Shares | $5.9M | 228K |
| Ishares Tr | TFLO | Shares | $5.7M | 112K |
| Ishares Tr | IWV | Shares | $5.0M | 13K |
| Spdr Series Trust | TFI | Shares | $3.4M | 74K |
| Spdr Series Trust | SPAB | Shares | $2.6M | 103K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.5M | 38K |
| Dimensional Etf Trust | DFAC | Shares | $2.2M | 57K |
| Vanguard Index Fds | VTI | Shares | $2.1M | 7K |
| Nvidia Corporation | NVDA | Shares | $1.6M | 9K |
| Vanguard Scottsdale Fds | VONG | Shares | $1.5M | 14K |
| Vanguard Index Fds | VNQ | Shares | $1.5M | 17K |
| Spdr Series Trust | SHM | Shares | $1.4M | 28K |
| Dimensional Etf Trust | DFAX | Shares | $1.2M | 36K |
| Apple Inc | AAPL | Shares | $1.2M | 5K |
| Vanguard Index Fds | VOO | Shares | $939K | 2K |
| Vaneck Etf Trust | ITM | Shares | $897K | 19K |
| Vanguard Intl Equity Index F | VWO | Shares | $881K | 16K |
| Costco Wholesale Corporation | COST | Shares | $823K | 826 |
| Tesla Inc | TSLA | Shares | $755K | 2K |
| Amazon Com Inc | AMZN | Shares | $687K | 3K |
| Alphabet Inc | GOOGL | Shares | $667K | 2K |
| Spdr Gold Tr | GLD | Shares | $648K | 2K |
| Schwab Strategic Tr | SCHB | Shares | $581K | 23K |
| Ishares Tr | AOA | Shares | $470K | 5K |
| Microsoft Corp | MSFT | Shares | $418K | 1K |
| Spdr Index Shs Fds | RWO | Shares | $374K | 8K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $362K | 556 |
| Amphenol Corp | APH | Shares | $339K | 3K |
| Netflix Inc. | NFLX | Shares | $331K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Call | $325K | 500 |
| Exxon Mobil Corp | XOM | Shares | $322K | 2K |
| Ishares Tr | AOR | Shares | $312K | 5K |
| Meta Platforms Inc | META | Shares | $311K | 544 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $287K | 598 |
| Schwab Strategic Tr | SCHF | Shares | $282K | 11K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $274K | 444 |
| Vanguard Index Fds | VBR | Shares | $244K | 1K |
| American Healthcare Reit Inc | AHR | Shares | $243K | 5K |
| Ishares Tr | LQD | Shares | $239K | 2K |
| Alphabet Inc | GOOG | Shares | $210K | 732 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.