Aquire Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1745945 · latest 13F-HR filed 2026-04-10
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$380.6M
Long-equity book
Holdings
49
Distinct positions
Period
2026-03-31
Filed 2026-04-10
Q/Q Activity
+3 / −3 / ↑7 / ↓12
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$2.1M +60.2%
- DIMENSIONAL ETF TRUST$1.8M +5.1%
- APPLE INC$120.4K +11.2%
- NVIDIA CORPORATION$92.6K +6.2%
- SPDR GOLD TR$51.1K +8.6%
Top Trims
- SPDR SERIES TRUST-$4.3M -10.0%
- DIMENSIONAL ETF TRUST-$1.1M -47.9%
- SPDR SERIES TRUST-$741.2K -18.1%
- SPDR INDEX SHS FDS-$560.1K -5.6%
- SPDR SERIES TRUST-$531.9K -28.1%
New Positions
- COSTCO WHOLESALE CORPORATION$823.1K
- EXXON MOBIL CORP$321.8K
- ALPHABET INC$209.8K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $154.2M | 40.53% | 3,418,428 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $47.5M | 12.49% | 1,219,756 | SH |
| 3 | SPDR SERIES TRUST | SPTM | 78464A805 | $38.4M | 10.10% | 485,989 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $37.0M | 9.73% | 1,093,683 | SH |
| 5 | ISHARES TR | AGG | 464287226 | $14.2M | 3.73% | 143,135 | SH |
| 6 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $12.5M | 3.27% | 272,766 | SH |
| 7 | ISHARES TR | MUB | 464288414 | $11.0M | 2.90% | 103,929 | SH |
| 8 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $9.5M | 2.49% | 202,211 | SH |
| 9 | SPDR SERIES TRUST | SPIB | 78464A375 | $6.2M | 1.64% | 186,180 | SH |
| 10 | SPDR SERIES TRUST | SPIP | 78464A656 | $5.9M | 1.56% | 228,137 | SH |
| 11 | ISHARES TR | TFLO | 46434V860 | $5.7M | 1.49% | 111,810 | SH |
| 12 | ISHARES TR | IWV | 464287689 | $5.0M | 1.31% | 13,398 | SH |
| 13 | SPDR SERIES TRUST | TFI | 78468R721 | $3.4M | 0.88% | 74,097 | SH |
| 14 | SPDR SERIES TRUST | SPAB | 78464A649 | $2.6M | 0.69% | 102,618 | SH |
| 15 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.5M | 0.65% | 38,375 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.2M | 0.58% | 57,169 | SH |
| 17 | VANGUARD INDEX FDS | VTI | 922908769 | $2.1M | 0.55% | 6,584 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.6M | 0.42% | 9,057 | SH |
| 19 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $1.5M | 0.40% | 13,965 | SH |
| 20 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.5M | 0.39% | 16,600 | SH |
| 21 | SPDR SERIES TRUST | SHM | 78468R739 | $1.4M | 0.36% | 28,435 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $1.2M | 0.32% | 35,802 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $1.2M | 0.31% | 4,700 | SH |
| 24 | VANGUARD INDEX FDS | VOO | 922908363 | $938.8K | 0.25% | 1,571 | SH |
| 25 | VANECK ETF TRUST | ITM | 92189H201 | $896.7K | 0.24% | 19,314 | SH |
| 26 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $881.0K | 0.23% | 16,299 | SH |
| 27 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $823.1K | 0.22% | 826 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $754.7K | 0.20% | 2,030 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $687.3K | 0.18% | 3,300 | SH |
| 30 | ALPHABET INC | GOOGL | 02079K305 | $667.2K | 0.18% | 2,320 | SH |
| 31 | SPDR GOLD TR | GLD | 78463V107 | $647.6K | 0.17% | 1,505 | SH |
| 32 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $580.9K | 0.15% | 23,143 | SH |
| 33 | ISHARES TR | AOA | 464289859 | $470.3K | 0.12% | 5,315 | SH |
| 34 | MICROSOFT CORP | MSFT | 594918104 | $417.7K | 0.11% | 1,128 | SH |
| 35 | SPDR INDEX SHS FDS | RWO | 78463X749 | $374.1K | 0.10% | 8,174 | SH |
| 36 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $361.8K | 0.10% | 556 | SH |
| 37 | AMPHENOL CORP | APH | 032095101 | $339.4K | 0.09% | 2,686 | SH |
| 38 | NETFLIX INC. | NFLX | 64110L106 | $331.3K | 0.09% | 3,446 | SH |
| 39 | STATE STR SPDR S&P 500 ETF T Call | SPY | 78462F103 | $325.2K | 0.09% | 500 | SH |
| 40 | EXXON MOBIL CORP | XOM | 30231G102 | $321.8K | 0.08% | 1,897 | SH |
| 41 | ISHARES TR | AOR | 464289867 | $311.6K | 0.08% | 4,843 | SH |
| 42 | META PLATFORMS INC | META | 30303M102 | $311.3K | 0.08% | 544 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $286.6K | 0.08% | 598 | SH |
| 44 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $282.5K | 0.07% | 11,413 | SH |
| 45 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $273.8K | 0.07% | 444 | SH |
| 46 | VANGUARD INDEX FDS | VBR | 922908611 | $244.5K | 0.06% | 1,125 | SH |
| 47 | AMERICAN HEALTHCARE REIT INC | AHR | 398182303 | $242.7K | 0.06% | 5,147 | SH |
| 48 | ISHARES TR | LQD | 464287242 | $238.9K | 0.06% | 2,192 | SH |
| 49 | ALPHABET INC | GOOG | 02079K107 | $209.8K | 0.06% | 732 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-10 | $380.6M | 49 | 0001172661-26-001464 |
| 2025-12-31 | 2026-01-07 | $384.6M | 49 | 0001172661-26-000032 |