Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 50
- +4 vs. Q3 2024
- Portfolio value
- $322.9M
- +$4.37M (+1.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $152.2K | <0.1% | 00.0% | Unchanged | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $180.2K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 228 | $203.2K | 0.1% | +228 | New | History |
| APHAmphenol Corp | CL A | 2,938 | $204.0K | 0.1% | +2,938 | New | History |
| COSTCostco Wholesale Corp | Stock | 223 | $204.3K | 0.1% | +223 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 792 | $209.4K | 0.1% | +792 | New | – |
| Vanguard Information Technology ETF92204A702 | ETF | 363 | $225.9K | 0.1% | +15+4.3% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,281 | $243.7K | 0.1% | −766−25.1% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 417 | $244.2K | 0.1% | 00.0% | Unchanged | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $252.9K | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 589 | $267.0K | 0.1% | +589 | New | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,671 | $267.7K | 0.1% | +248+5.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 708 | $298.6K | 0.1% | −8−1.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 534 | $313.0K | 0.1% | +29+5.7% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,571 | $380.4K | 0.1% | +71+4.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,106 | $398.8K | 0.1% | +110+5.5% | Added | History |
| iShares Tr464289859 | CORE 80 20 ETF | 5,564 | $426.3K | 0.1% | +267+5.0% | Added | – |
| LLYEli Lilly & Co | Stock | 585 | $451.6K | 0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 10,737 | $460.5K | 0.1% | −1,227−10.3% | Reduced | – |
| iShares Tr46434V860 | TRS FLT RT BD | 9,324 | $470.6K | 0.1% | −960−9.3% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,261 | $573.4K | 0.2% | −1,682−6.2% | ReducedConverted for a 3-for-1 split | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,195 | $643.9K | 0.2% | −7−0.6% | Reduced | – |
| NVDANVIDIA Corp | Stock | 5,460 | $733.2K | 0.2% | +108+2.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,538 | $776.2K | 0.2% | −351−9.0% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,034 | $794.2K | 0.2% | −197−1.1% | Reduced | – |
| TSLATesla, Inc. | Stock | 2,224 | $898.1K | 0.3% | +2+0.1% | Added | History |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 11,917 | $1.11M | 0.3% | −1,170−8.9% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 10,993 | $1.11M | 0.3% | −1,076−8.9% | Reduced | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 24,907 | $1.15M | 0.4% | −16,043−39.2% | Reduced | – |
| AAPLApple Inc. | Stock | 5,720 | $1.43M | 0.4% | +60+1.1% | Added | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 69,501 | $1.73M | 0.5% | +733+1.1% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $1.98M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,434 | $1.98M | 0.6% | −1,853−4.3% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 23,184 | $2.07M | 0.6% | −1,466−5.9% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,127 | $2.36M | 0.7% | −143−1.7% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 38,781 | $3.00M | 0.9% | −3,214−7.7% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 133,142 | $3.33M | 1.0% | −5,762−4.1% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 97,754 | $3.75M | 1.2% | −4,137−4.1% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 84,592 | $4.01M | 1.2% | −4,993−5.6% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 95,706 | $4.37M | 1.4% | +4,375+4.8% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,871 | $4.64M | 1.4% | −633−4.4% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 215,418 | $5.45M | 1.7% | +12,096+5.9% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 169,019 | $5.77M | 1.8% | −7,057−4.0% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 178,128 | $5.84M | 1.8% | +9,917+5.9% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 83,437 | $8.89M | 2.8% | +5,006+6.4% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 124,729 | $12.1M | 3.7% | +10,534+9.2% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 308,440 | $22.0M | 6.8% | −15,730−4.9% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,191,617 | $30.2M | 9.4% | +61,915+5.5% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,299,227 | $37.9M | 11.7% | +97,110+8.1% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,616,414 | $146.4M | 45.3% | +121,187+3.5% | Added | – |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| RBB FD Inc74933W254 | SGI ENHANCED COR | 7,950 | $206.9K | 0.1% | – |