Top Institutional Investors

Aquire Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1745945 · latest 13F-HR filed 2026-08-06

Backtest portfolio

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 and exited 1; 29 existing positions rose in reported value and 12 fell.

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
$436.3M

Long-equity book

Holdings
54

Distinct positions

Period
2026-06-30

Filed 2026-08-06

Q/Q Activity
+6 / −1 / ↑29 / ↓12

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFAU42.8% · +6%DFAI12.4% · +8%DFAE10.5% · +4%SPTM9.7% · -4%SPDW3.0% · -4%AGG2.9% · -9%MUB2.3% · -10%SPEM2.3% · -4%TFLO2.1% · +59%SPIB1.3% · -11%IWV1.3% · -4%SPIP1.2% · -9%TFI0.6% · -19%VEA0.6% · -6%DFAC0.6% · 0%VTI0.6% · -1%SPAB0.5% · -13%NVDA0.4% · +1%VONG0.4% · 0%VNQ0.4% · +1%AAPL0.3% · +3%DFAX0.3% · 0%SHM0.3% · -6%VOO0.2% · -11%GOOGL0.2% · +12%TSLA0.2% · +8%VWO0.2% · -7%COST0.2% · +1%AMZN0.2% · -1%ITM0.2% · -18%SCHB0.2% · 0%GLD0.1% · 0%AOA0.1% · +2%MSFT0.1% · +14%APH0.1% · -3%SPY0.1% · +1%RWO0.1% · -10%AOR0.1% · +2%META0.1% · +11%SCHF0.1% · +5%MDY0.1% · +0%BRK.B0.1% · -0%AVGO0.1% · newAHR0.1% · 0%GOOG0.1% · -1%NFLX0.1% · +3%VBR0.1% · -13%XOM0.1% · -9%VGT0.1% · newDFSV0.1% · newVO0.1% · newAOM0.1% · newIJH0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 89.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 29, 2026.

Assets Under Management
$504.0M
Discretionary
$504.0M
Employees
24
Accounts
2,798
Address
6440 S WASATCH BLVD.
SUITE 215
SALT LAKE CITY, UT 84121
Phone
(801) 748-1243
Website
Name Title / Status Ownership Type
AQUIRE HOLDINGS, LLC ControlMEMBER
since Jun 2018
75% or moreDomestic Entity
COPIER, JUSTIN, PAUL ControlMANAGING PARTNER
since Jun 2018
Less than 5%Individual
HARPER, REESE, J ControlCHAIRMAN/FOUNDER
since Feb 2009
Less than 5%Individual
MULCOCK, MATTHEW, WARREN ControlMANAGING PARTNER/CHIEF COMPLIANCE OFFICER
since May 2023
Less than 5%Individual
HARPER, REESE, J Control
Indirect owner via RH FINANCIAL, INC.
CHAIRMAN, SHAREHOLDER
since Feb 2009
75% or moreIndividual
RH FINANCIAL, INC. Control
Indirect owner via AQUIRE HOLDINGS, LLC
MEMBER
since Nov 2017
25–50%Domestic Entity
Ownership & leadership changes · 7 filings with changes since Feb 1, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 19, 2025 filing
  • ChangedHARPER, REESE, J · title CHAIRMAN, FOUNDER → CHAIRMAN/FOUNDER
  • ChangedHARPER, REESE, J · indirect via RH FINANCIAL, INC.: title PRESIDENT, SHAREHOLDER → CHAIRMAN, SHAREHOLDER
Nov 19, 2024 filing
  • ChangedCOPIER, JUSTIN, PAUL · title CHIEF OPERATING OFFICER → MANAGING PARTNER
  • ChangedMULCOCK, MATTHEW, WARREN · title CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER → MANAGING PARTNER/CHIEF COMPLIANCE OFFICER
Nov 30, 2023 filing
  • No longer listedRICH, JACOB · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2023
  • ChangedMULCOCK, MATTHEW, WARREN · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER
Jun 12, 2023 filing
  • AddedRICH, JACOB · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedCOPIER, JUSTIN, PAUL · title CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER
Mar 30, 2023 filing
  • AddedMULCOCK, MATTHEW, WARREN · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ChangedCOPIER, JUSTIN, PAUL · title CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR → CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER
  • ChangedHARPER, REESE, J · title CHIEF EXECUTIVE OFFICER → CHAIRMAN, FOUNDER
Mar 31, 2021 filing
  • ChangedCOPIER, JUSTIN, PAUL · title CHIEF OPERATIONS OFFICER → CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR
  • ChangedHARPER, REESE, J · title PRESIDENT, CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER
  • ChangedRH FINANCIAL, INC. · indirect via AQUIRE HOLDINGS, LLC: ownership 50–75% → 25–50%
Mar 23, 2020 filing
  • ChangedCOPIER, JUSTIN, PAUL · title CHIEF OPERATING OFFICER → CHIEF OPERATIONS OFFICER
Feb 1, 2019 filing (earliest on record)
  • ListedAQUIRE HOLDINGS, LLC · MEMBER · 75% or more · control person
  • ListedCOPIER, JUSTIN, PAUL · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ListedHARPER, REESE, J · PRESIDENT, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedHARPER, REESE, J · PRESIDENT, SHAREHOLDER · 75% or more · indirect via RH FINANCIAL, INC. · control person
  • ListedRH FINANCIAL, INC. · MEMBER · 50–75% · indirect via AQUIRE HOLDINGS, LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 29 →

Top Trims

Show all 12 →

New Positions

Show all 6 →

Exited Positions

Show all 1 →

Aquire Wealth Advisors, LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
6440 S WASATCH BLVD
SUITE 215
SALT LAKE CITY, UT 84121
Phone
(800) 890-8096
Filing Manager
Aquire Wealth Advisors, LLC
Salt Lake City, UT
Signatory
Matthew Mulcock
Chief Compliance Officer