Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 9, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 48
- −2 vs. Q4 2024
- Portfolio value
- $324.9M
- +$1.97M (+0.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $153.3K | <0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 1,302 | $217.8K | 0.1% | +1,302 | New | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 449 | $239.5K | 0.1% | +5+1.1% | Added | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,291 | $249.0K | 0.1% | +10+0.4% | Added | – |
| METAMeta Platforms, Inc. | Stock | 467 | $269.2K | 0.1% | +50+12.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 726 | $272.8K | 0.1% | +18+2.5% | Added | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,825 | $277.8K | 0.1% | +154+3.3% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,108 | $286.6K | 0.1% | +316+39.9% | Added | – |
| NFLXNetflix Inc | Stock | 311 | $290.0K | 0.1% | +83+36.4% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 538 | $292.0K | 0.1% | +175+48.2% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 535 | $299.3K | 0.1% | +1+0.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,181 | $337.4K | 0.1% | +75+3.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 640 | $340.9K | 0.1% | +51+8.7% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,510 | $435.1K | 0.1% | −61−3.9% | Reduced | History |
| iShares Tr464289859 | CORE 80 20 ETF | 5,756 | $440.3K | 0.1% | +192+3.5% | Added | – |
| TSLATesla, Inc. | Stock | 1,749 | $453.3K | 0.1% | −475−21.4% | Reduced | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 10,772 | $470.1K | 0.1% | +35+0.3% | Added | – |
| LLYEli Lilly & Co | Stock | 585 | $483.2K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,261 | $543.9K | 0.2% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,196 | $614.7K | 0.2% | +1+0.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 3,436 | $653.7K | 0.2% | −102−2.9% | Reduced | History |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 7,121 | $657.1K | 0.2% | −4,796−40.2% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,579 | $680.7K | 0.2% | −4,414−40.2% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,479 | $791.1K | 0.2% | −555−3.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 7,532 | $816.3K | 0.3% | +2,072+37.9% | Added | History |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,211 | $874.3K | 0.3% | −5,696−22.9% | Reduced | – |
| AAPLApple Inc. | Stock | 4,692 | $1.04M | 0.3% | −1,028−18.0% | Reduced | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,309 | $1.82M | 0.6% | −15,472−39.9% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 69,894 | $1.83M | 0.6% | +393+0.6% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $1.89M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 22,959 | $2.08M | 0.6% | −225−1.0% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,354 | $2.10M | 0.6% | −80−0.2% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,181 | $2.25M | 0.7% | +54+0.7% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 65,495 | $3.12M | 1.0% | −19,097−22.6% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 127,647 | $3.26M | 1.0% | −5,495−4.1% | Reduced | – |
| iShares Tr46434V860 | TRS FLT RT BD | 66,385 | $3.36M | 1.0% | +57,061+612.0% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 95,944 | $3.78M | 1.2% | −1,810−1.9% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 95,054 | $4.28M | 1.3% | −652−0.7% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,890 | $4.41M | 1.4% | +19+0.1% | Added | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 213,563 | $5.63M | 1.7% | −1,855−0.9% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 175,851 | $5.85M | 1.8% | −2,277−1.3% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 165,456 | $6.02M | 1.9% | −3,563−2.1% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 84,667 | $8.93M | 2.7% | +1,230+1.5% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 123,235 | $12.2M | 3.8% | −1,494−1.2% | Reduced | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 303,299 | $20.6M | 6.3% | −5,141−1.7% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,255,794 | $32.5M | 10.0% | +64,177+5.4% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,346,026 | $42.0M | 12.9% | +46,799+3.6% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,757,283 | $144.4M | 44.5% | +140,869+3.9% | Added | – |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| COSTCostco Wholesale Corp | Stock | 223 | $204.3K | 0.1% | History |
| APHAmphenol Corp | CL A | 2,938 | $204.0K | 0.1% | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $180.2K | 0.1% | History |