Aquire Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1745945 · latest 13F-HR filed 2026-08-06
Aquire Wealth Advisors, LLC manages $436.3M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAU (42.81%), DFAI (12.42%), DFAE (10.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 1, added to 29, and trimmed 12.
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.
SUITE 215
SALT LAKE CITY, UT 84121
$436.3M
Long-equity book
54
Distinct positions
2026-06-30
Filed 2026-08-06
+6 / −1 / ↑29 / ↓12
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$32.5M +21.1%
- DIMENSIONAL ETF TRUST$8.6M +23.2%
- DIMENSIONAL ETF TRUST$6.7M +14.1%
- SPDR SERIES TRUST$4.0M +10.3%
- ISHARES TR$3.3M +58.8%
Top Trims
- ISHARES TR-$1.4M -9.7%
- ISHARES TR-$926.8K -8.4%
- SPDR SERIES TRUST-$694.0K -11.1%
- SPDR SERIES TRUST-$623.5K -10.5%
- SPDR SERIES TRUST-$607.0K -18.1%
New Positions
- BROADCOM INC$269.0K
- VANGUARD WORLD FD$229.1K
- DIMENSIONAL ETF TRUST$225.4K
- VANGUARD INDEX FDS$223.9K
- ISHARES TR$215.9K
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 | $186.8M | 42.81% | 3,613,432 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $54.2M | 12.42% | 1,314,008 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $45.6M | 10.46% | 1,134,603 | SH |
| 4 | SPDR SERIES TRUST | SPTM | 78464A805 | $42.4M | 9.72% | 466,911 | SH |
| 5 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $13.1M | 3.01% | 260,566 | SH |
| 6 | ISHARES TR | AGG | 464287226 | $12.8M | 2.94% | 129,620 | SH |
| 7 | ISHARES TR | MUB | 464288414 | $10.1M | 2.32% | 93,898 | SH |
| 8 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $10.0M | 2.30% | 193,566 | SH |
| 9 | ISHARES TR | TFLO | 46434V860 | $9.0M | 2.06% | 177,566 | SH |
| 10 | SPDR SERIES TRUST | SPIB | 78464A375 | $5.6M | 1.27% | 165,882 | SH |
| 11 | ISHARES TR | IWV | 464287689 | $5.5M | 1.25% | 12,834 | SH |
| 12 | SPDR SERIES TRUST | SPIP | 78464A656 | $5.3M | 1.22% | 206,789 | SH |
| 13 | SPDR SERIES TRUST | TFI | 78468R721 | $2.8M | 0.63% | 60,099 | SH |
| 14 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $2.6M | 0.59% | 36,214 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $2.5M | 0.58% | 57,169 | SH |
| 16 | VANGUARD INDEX FDS | VTI | 922908769 | $2.4M | 0.56% | 6,545 | SH |
| 17 | SPDR SERIES TRUST | SPAB | 78464A649 | $2.3M | 0.52% | 89,629 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.8M | 0.42% | 9,107 | SH |
| 19 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $1.8M | 0.41% | 13,965 | SH |
| 20 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.6M | 0.37% | 16,722 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $1.4M | 0.32% | 4,827 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $1.3M | 0.30% | 35,808 | SH |
| 23 | SPDR SERIES TRUST | SHM | 78468R739 | $1.3M | 0.29% | 26,806 | SH |
| 24 | VANGUARD INDEX FDS | VOO | 922908363 | $957.5K | 0.22% | 1,394 | SH |
| 25 | ALPHABET INC | GOOGL | 02079K305 | $926.1K | 0.21% | 2,591 | SH |
| 26 | TESLA INC | TSLA | 88160R101 | $920.7K | 0.21% | 2,189 | SH |
| 27 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $908.7K | 0.21% | 15,224 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $779.2K | 0.18% | 833 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $778.9K | 0.18% | 3,268 | SH |
| 30 | VANECK ETF TRUST | ITM | 92189H201 | $744.5K | 0.17% | 15,843 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $670.2K | 0.15% | 23,143 | SH |
| 32 | SPDR GOLD TR | GLD | 78463V107 | $554.4K | 0.13% | 1,505 | SH |
| 33 | ISHARES TR | AOA | 464289859 | $531.6K | 0.12% | 5,447 | SH |
| 34 | MICROSOFT CORP | MSFT | 594918104 | $481.8K | 0.11% | 1,291 | SH |
| 35 | AMPHENOL CORP | APH | 032095101 | $459.1K | 0.11% | 2,604 | SH |
| 36 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $420.7K | 0.10% | 563 | SH |
| 37 | STATE STR SPDR S&P 500 ETF T Call | SPY | 78462F103 | $373.4K | 0.09% | 500 | SH |
| 38 | SPDR INDEX SHS FDS | RWO | 78463X749 | $366.8K | 0.08% | 7,378 | SH |
| 39 | ISHARES TR | AOR | 464289867 | $343.7K | 0.08% | 4,944 | SH |
| 40 | META PLATFORMS INC | META | 30303M102 | $340.8K | 0.08% | 605 | SH |
| 41 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $331.3K | 0.08% | 11,961 | SH |
| 42 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $313.7K | 0.07% | 446 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $298.7K | 0.07% | 597 | SH |
| 44 | BROADCOM INC | AVGO | 11135F101 | $269.0K | 0.06% | 712 | SH |
| 45 | AMERICAN HEALTHCARE REIT INC | AHR | 398182303 | $268.4K | 0.06% | 5,147 | SH |
| 46 | ALPHABET INC | GOOG | 02079K107 | $256.7K | 0.06% | 726 | SH |
| 47 | NETFLIX INC. | NFLX | 64110L106 | $252.7K | 0.06% | 3,539 | SH |
| 48 | VANGUARD INDEX FDS | VBR | 922908611 | $236.9K | 0.05% | 974 | SH |
| 49 | EXXON MOBIL CORP | XOM | 30231G102 | $236.7K | 0.05% | 1,731 | SH |
| 50 | VANGUARD WORLD FD | VGT | 92204A702 | $229.1K | 0.05% | 1,917 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $436.3M | 54 | 0001172661-26-003106 |
| 2026-03-31 | 2026-04-10 | $380.6M | 49 | 0001172661-26-001464 |
| 2025-12-31 | 2026-01-07 | $384.6M | 49 | 0001172661-26-000032 |