Livermore

Aquire Wealth Advisors, LLC

SEC CIK
0001745945

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 6, 2026.SEC

Positions
53
+5 vs. Q1 2026
Total value
$435.96M
+$55.73M (+14.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Aquire Wealth Advisors, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT3,613,432$186.78M42.84%+195,004+5.7%Added–
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK1,314,008$54.2M12.43%+94,252+7.7%Added–
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302ETF1,134,603$45.62M10.46%+40,920+3.7%Added–
SPDR SERIES TRUST78464A805ST STR PR SP1500466,911$42.39M9.72%−19,078−3.9%Reduced–
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889ETF260,566$13.13M3.01%−12,200−4.5%Reduced–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF129,620$12.83M2.94%−13,515−9.4%Reduced–
ISHARES TR464288414NATIONAL MUN ETF93,898$10.11M2.32%−10,031−9.7%Reduced–
SPDR INDEX SHS FDS78463X509ST PORT MARK ETF193,566$10.02M2.30%−8,645−4.3%Reduced–
ISHARES TR46434V860TRS FLT RT BD177,566$8.99M2.06%+65,756+58.8%Added–
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375ETF165,882$5.55M1.27%−20,298−10.9%Reduced–
ISHARES TR464287689RUSSELL 3000 ETF12,834$5.47M1.26%−564−4.2%Reduced–
SPDR SERIES TRUST78464A656ST STR TIPS ETF206,789$5.31M1.22%−21,348−9.4%Reduced–
SPDR SERIES TRUST78468R721STATE STREET SPD60,099$2.75M0.63%−13,998−18.9%Reduced–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF36,214$2.58M0.59%−2,161−5.6%Reduced–
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF57,169$2.54M0.58%00.0%Unchanged–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF6,545$2.42M0.56%−39−0.6%Reduced–
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649ETF89,629$2.29M0.52%−12,989−12.7%Reduced–
NVDANVIDIA CORPORATION COMStock9,107$1.82M0.42%+50+0.6%AddedView
VANGUARD SCOTTSDALE FDS92206C680VNG RUS1000GRW13,965$1.78M0.41%00.0%Unchanged–
VANGUARD REAL ESTATE ETF922908553ETF16,722$1.61M0.37%+122+0.7%Added–
AAPLAPPLE INC COMStock4,827$1.4M0.32%+127+2.7%AddedView
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880ETF35,808$1.32M0.30%+60.0%Added–
SPDR SERIES TRUST78468R739ST NUVE TERM ETF26,806$1.29M0.29%−1,629−5.7%Reduced–
VANGUARD S&P 500 ETF922908363ETF1,394$957.46K0.22%−177−11.3%Reduced–
GOOGLALPHABET INC CAP STK CL AStock2,591$926.1K0.21%+271+11.7%AddedView
TSLATESLA INC COMStock2,189$920.69K0.21%+159+7.8%AddedView
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF15,224$908.74K0.21%−1,075−6.6%Reduced–
COSTCOSTCO WHOLESALE CORPORATION COMStock833$779.25K0.18%+7+0.8%AddedView
AMZNAMAZON COM INC COMStock3,268$778.9K0.18%−32−1.0%ReducedView
VANECK ETF TRUST92189H201INTRMDT MUNI ETF15,843$744.46K0.17%−3,471−18.0%Reduced–
SCHWAB U.S. BROAD MARKET ETF808524102ETF23,143$670.23K0.15%00.0%Unchanged–
GLDSPDR GOLD SHARESETF1,505$554.41K0.13%00.0%UnchangedView
ISHARES TR464289859CORE 80 20 ETF5,447$531.63K0.12%+132+2.5%Added–
MSFTMICROSOFT CORP COMStock1,291$481.84K0.11%+163+14.5%AddedView
APHAMPHENOL CORP NEWCL A2,604$459.14K0.11%−82−3.1%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF563$420.7K0.10%+7+1.3%AddedView
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF7,378$366.76K0.08%−796−9.7%Reduced–
ISHARES TR464289867CORE 60 BALA ETF4,944$343.65K0.08%+101+2.1%Added–
METAMETA PLATFORMS INC CL AStock605$340.82K0.08%+61+11.2%AddedView
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF11,961$331.32K0.08%+548+4.8%Added–
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF446$313.69K0.07%+2+0.5%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock597$298.73K0.07%−1−0.2%ReducedView
AVGOBROADCOM INC COMStock712$268.96K0.06%+712NewView
AHRAMERICAN HEALTHCARE REIT INCCOM SHS5,147$268.42K0.06%00.0%UnchangedView
GOOGALPHABET INC CAP STK CL CStock726$256.74K0.06%−6−0.8%ReducedView
NFLXNETFLIX INC. COMStock3,539$252.69K0.06%+93+2.7%AddedView
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF974$236.86K0.05%−151−13.4%Reduced–
XOMEXXON MOBIL CORPCOM1,731$236.66K0.05%−166−8.8%ReducedView
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF1,917$229.12K0.05%+1,917New–
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF5,810$225.37K0.05%+5,810New–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF2,778$223.88K0.05%+2,778New–
ISHARES TR464289875CORE 40 MODE ETF4,327$215.87K0.05%+4,327New–
ISHARES CORE S&P MID-CAP ETF464287507ETF2,697$207.97K0.05%+2,697New–

Options (1)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Aquire Wealth Advisors, LLC option positions in Q2 2026
SecurityClassPutsCalls
SPYSTATE STREET SPDR S&P 500 ETFETF–$373.39K

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are no longer in this filing.

Aquire Wealth Advisors, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242ETF2,192$238.91K0.06%

13F filings by quarter

Aquire Wealth Advisors, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 6, 202653$435.96Mvs. Q1 2026SEC
Q1 2026Apr 10, 202648$380.23Mvs. Q4 2025SEC
Q4 2025Jan 7, 202648$384.25Mvs. Q3 2025SEC
Q3 2025Oct 17, 202549$405.98Mvs. Q2 2025SEC
Q2 2025Jul 22, 202546$372.08Mvs. Q1 2025SEC
Q1 2025May 9, 202548$324.89Mvs. Q4 2024SEC
Q4 2024Feb 13, 202550$322.92Mvs. Q3 2024SEC
Q3 2024Nov 4, 202446$318.55Mvs. Q2 2024SEC
Q2 2024Aug 14, 202443$297.7Mvs. Q1 2024SEC
Q1 2024May 13, 202446$286.12Mvs. Q4 2023SEC
Q4 2023Jan 11, 202440$262.98Mvs. Q3 2023SEC
Q3 2023Oct 30, 202339$239.8Mvs. Q2 2023SEC
Q2 2023Aug 3, 202339$250.63Mvs. Q1 2023SEC
Q1 2023May 1, 202339$228.51Mvs. Q4 2022SEC
Q4 2022Jan 20, 202335$200.97Mvs. Q3 2022SEC
Q3 2022Oct 18, 202234$172.25Mvs. Q2 2022SEC
Q2 2022Jul 27, 202234$171.32Mvs. Q1 2022SEC
Q1 2022Apr 28, 202237$187.77Mvs. Q4 2021SEC
Q4 2021Feb 9, 2022275$191.07M–SEC