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Aquire Wealth Advisors

Latest statistics and disclosures from Aquire Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFAI, DFAE, SPTM, AGG, and represent 77.50% of Aquire Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$5.4M), TFLO, DFAE, DFAI, NVDA, CVX, MUB, VGT, VO, NFLX.
Started 1 new stock position in CVX.
Reduced shares in these 10 stocks: BSV, SHM, STIP, LQDH, SPTM, ITM, AAPL, , APH, .
Sold out of its positions in APH, Blackrock Muni Intermediate Drtn Fnd, COST.
Aquire Wealth Advisors was a net buyer of stock by $7.1M.
Aquire Wealth Advisors has $325M in assets under management (AUM), dropping by 0.61%.
Central Index Key (CIK): 0001745945

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Positions held by Aquire Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	44.5	$144M	+3%	3.8M	38.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	12.9	$42M	+3%	1.3M	31.23	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	10.0	$33M	+5%	1.3M	25.89	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	6.3	$21M		303k	68.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.8	$12M		123k	98.92	View chart
Ishares Tr National Mun Etf (MUB)	2.7	$8.9M		85k	105.44	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.9	$6.0M	-2%	166k	36.41	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.8	$5.8M		176k	33.24	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	1.7	$5.6M		214k	26.38	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.4	$4.4M		14k	317.64	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.3	$4.3M		95k	45.07	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$3.8M		96k	39.37	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.0	$3.4M	+611%	66k	50.66	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.0	$3.3M	-4%	128k	25.54	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.0	$3.1M	-22%	66k	47.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.2M		8.2k	274.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.1M		41k	50.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$2.1M		23k	90.54	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$1.9M		57k	32.99	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$1.8M		70k	26.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$1.8M	-39%	23k	78.28	View chart
Apple (AAPL)	0.3	$1.0M	-17%	4.7k	222.15	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.3	$874k	-22%	19k	45.51	View chart
NVIDIA Corporation (NVDA)	0.3	$816k	+37%	7.5k	108.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$791k	-3%	18k	45.26	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$681k	-40%	6.6k	103.47	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.2	$657k	-40%	7.1k	92.27	View chart
Amazon (AMZN)	0.2	$654k	-2%	3.4k	190.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$615k		1.2k	513.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$544k		25k	21.53	View chart
Eli Lilly & Co. (LLY)	0.1	$483k		585.00	825.91	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$470k		11k	43.64	View chart
Tesla Motors (TSLA)	0.1	$453k	-21%	1.7k	259.16	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$440k	+3%	5.8k	76.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$435k	-3%	1.5k	288.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$341k	+8%	640.00	532.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$337k	+3%	2.2k	154.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$299k		535.00	559.39	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$292k	+48%	538.00	542.69	View chart
Netflix (NFLX)	0.1	$290k	+36%	311.00	932.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$287k	+39%	1.1k	258.67	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$278k	+3%	4.8k	57.57	View chart
Microsoft Corporation (MSFT)	0.1	$273k	+2%	726.00	375.76	View chart
Meta Platforms Cl A (META)	0.1	$269k	+11%	467.00	576.39	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$249k		2.3k	108.69	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$240k		449.00	533.48	View chart
Chevron Corporation (CVX)	0.1	$218k	NEW	1.3k	167.29	View chart
Western Asset Intm Muni Fd I (SBI)	0.0	$153k		20k	7.80	View chart

Past Filings by Aquire Wealth Advisors

SEC 13F filings are viewable for Aquire Wealth Advisors going back to 2021

Aquire Wealth Advisors 2025 Q1 filed May 9, 2025
Aquire Wealth Advisors 2024 Q4 filed Feb. 13, 2025
Aquire Wealth Advisors 2024 Q3 filed Nov. 4, 2024
Aquire Wealth Advisors 2024 Q1 filed May 13, 2024
Aquire Wealth Advisors 2023 Q4 filed Jan. 11, 2024
Aquire Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Aquire Wealth Advisors 2023 Q2 filed Aug. 3, 2023
Aquire Wealth Advisors 2023 Q1 filed May 1, 2023
Aquire Wealth Advisors 2022 Q4 filed Jan. 20, 2023
Aquire Wealth Advisors 2022 Q3 filed Oct. 18, 2022
Aquire Wealth Advisors 2022 Q2 filed July 27, 2022
Aquire Wealth Advisors 2022 Q1 filed April 28, 2022
Aquire Wealth Advisors 2021 Q4 filed Feb. 9, 2022

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