Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 4, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 46
- +3 vs. Q2 2024
- Portfolio value
- $318.6M
- +$20.8M (+7.0%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $161.2K | 0.1% | 00.0% | Unchanged | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $187.1K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Information Technology ETF92204A702 | ETF | 348 | $204.1K | 0.1% | +348 | New | – |
| RBB FD Inc74933W254 | SGI ENHANCED COR | 7,950 | $206.9K | 0.1% | +73+0.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 417 | $238.7K | 0.1% | +417 | New | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $252.9K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,423 | $262.0K | 0.1% | +174+4.1% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 505 | $289.7K | 0.1% | +505 | New | History |
| MSFTMicrosoft Corp | Stock | 716 | $308.5K | 0.1% | +24+3.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,996 | $331.1K | 0.1% | +19+1.0% | Added | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,047 | $344.3K | 0.1% | +19+0.6% | Added | – |
| GLDSPDR Gold Trust | ETF | 1,500 | $364.6K | 0.1% | −4−0.3% | Reduced | History |
| iShares Tr464289859 | CORE 80 20 ETF | 5,297 | $418.0K | 0.1% | +209+4.1% | Added | – |
| LLYEli Lilly & Co | Stock | 585 | $518.3K | 0.2% | +585 | New | History |
| iShares Tr46434V860 | TRS FLT RT BD | 10,284 | $520.4K | 0.2% | −88,791−89.6% | Reduced | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 11,964 | $568.6K | 0.2% | −1,887−13.6% | Reduced | – |
| TSLATesla, Inc. | Stock | 2,222 | $581.3K | 0.2% | −159−6.7% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,981 | $597.4K | 0.2% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,202 | $634.3K | 0.2% | +5+0.4% | Added | – |
| NVDANVIDIA Corp | Stock | 5,352 | $649.9K | 0.2% | +182+3.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,889 | $724.6K | 0.2% | +336+9.5% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,231 | $872.4K | 0.3% | +114+0.6% | Added | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 13,087 | $1.22M | 0.4% | +377+3.0% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,069 | $1.22M | 0.4% | +123+1.0% | Added | – |
| AAPLApple Inc. | Stock | 5,660 | $1.32M | 0.4% | +94+1.7% | Added | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 68,768 | $1.86M | 0.6% | +416+0.6% | Added | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 40,950 | $1.92M | 0.6% | −77−0.2% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $1.96M | 0.6% | +1,122+2.0% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43,287 | $2.29M | 0.7% | −868−2.0% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,270 | $2.34M | 0.7% | +240+3.0% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 24,650 | $2.40M | 0.8% | −456−1.8% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,995 | $3.30M | 1.0% | −50.0% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 138,904 | $3.63M | 1.1% | −3,822−2.7% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 101,891 | $4.21M | 1.3% | −2,140−2.1% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 91,331 | $4.28M | 1.3% | −11,051−10.8% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 89,585 | $4.31M | 1.4% | −1,770−1.9% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 14,504 | $4.74M | 1.5% | −504−3.4% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 203,322 | $5.34M | 1.7% | +3,704+1.9% | Added | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 168,211 | $5.67M | 1.8% | +2,934+1.8% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 176,076 | $6.61M | 2.1% | −3,792−2.1% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 78,431 | $8.52M | 2.7% | −100.0% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 114,195 | $11.6M | 3.6% | +5,180+4.8% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 324,170 | $22.7M | 7.1% | −5,330−1.6% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,129,702 | $31.0M | 9.7% | +64,933+6.1% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,202,117 | $38.2M | 12.0% | +47,555+4.1% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,495,227 | $138.7M | 43.5% | +125,737+3.7% | Added | – |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.