Aquire Wealth Advisors, LLC

Est. AUM

$380.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$154.2M	3418428	40.53%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$47.5M	1219756	12.49%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$38.4M	485989	10.10%	SOLE
4	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$37.0M	1093683	9.73%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$14.2M	143135	3.73%	SOLE
6	SPDR INDEX SHS FDS	STATE STREET SPD	$12.5M	272766	3.27%	SOLE
7	ISHARES TR	NATIONAL MUN ETF	$11.0M	103929	2.90%	SOLE
8	SPDR INDEX SHS FDS	STATE STREET SPD	$9.5M	202211	2.49%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$6.2M	186180	1.64%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$5.9M	228137	1.56%	SOLE
11	ISHARES TR	TRS FLT RT BD	$5.7M	111810	1.49%	SOLE
12	ISHARES TR	RUSSELL 3000 ETF	$5.0M	13398	1.30%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	74097	0.88%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	102618	0.69%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.5M	38375	0.65%	SOLE
16	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.2M	57169	0.58%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	6584	0.55%	SOLE
18	NVIDIA CORPORATION	COM	$1.6M	9057	0.42%	SOLE
19	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.5M	13965	0.40%	SOLE
20	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	16600	0.39%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	28435	0.36%	SOLE
22	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.2M	35802	0.32%	SOLE
23	APPLE INC	COM	$1.2M	4700	0.31%	SOLE
24	VANGUARD INDEX FDS	S&P 500 ETF SHS	$939K	1571	0.25%	SOLE
25	VANECK ETF TRUST	INTRMDT MUNI ETF	$897K	19314	0.24%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$881K	16299	0.23%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$823K	826	0.22%	SOLE
28	TESLA INC	COM	$755K	2030	0.20%	SOLE
29	AMAZON COM INC	COM	$687K	3300	0.18%	SOLE
30	ALPHABET INC	CAP STK CL A	$667K	2320	0.18%	SOLE
31	SPDR GOLD TR	GOLD SHS	$648K	1505	0.17%	SOLE
32	SCHWAB STRATEGIC TR	US BRD MKT ETF	$581K	23143	0.15%	SOLE
33	ISHARES TR	CORE 80/20 AGGRE	$470K	5315	0.12%	SOLE
34	MICROSOFT CORP	COM	$418K	1128	0.11%	SOLE
35	SPDR INDEX SHS FDS	STATE STREET SPD	$374K	8174	0.10%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$362K	556	0.10%	SOLE
37	AMPHENOL CORP	CL A	$339K	2686	0.09%	SOLE
38	NETFLIX INC.	COM	$331K	3446	0.09%	SOLE
39	STATE STR SPDR S&P 500 ETF TCALL	TR UNIT	$325K	500	0.09%	SOLE
40	EXXON MOBIL CORP	COM	$322K	1897	0.08%	SOLE
41	ISHARES TR	CORE 60/40 BALAN	$312K	4843	0.08%	SOLE
42	META PLATFORMS INC	CL A	$311K	544	0.08%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$287K	598	0.08%	SOLE
44	SCHWAB STRATEGIC TR	INTL EQTY ETF	$282K	11413	0.07%	SOLE
45	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$274K	444	0.07%	SOLE
46	VANGUARD INDEX FDS	SM CP VAL ETF	$244K	1125	0.06%	SOLE
47	AMERICAN HEALTHCARE REIT INC	COM SHS	$243K	5147	0.06%	SOLE
48	ISHARES TR	IBOXX INV CP ETF	$239K	2192	0.06%	SOLE
49	ALPHABET INC	CAP STK CL C	$210K	732	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.