Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 22, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 46
- −2 vs. Q1 2025
- Portfolio value
- $372.1M
- +$47.2M (+14.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,461,789 | $146.6M | 39.4% | −295,494−7.9% | Reduced | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 563,708 | $42.2M | 11.3% | +260,409+85.9% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,199,388 | $41.5M | 11.1% | −146,638−10.9% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,094,058 | $31.7M | 8.5% | −161,736−12.9% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 150,944 | $15.0M | 4.0% | +27,709+22.5% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 315,800 | $12.8M | 3.4% | +150,344+90.9% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 103,570 | $10.8M | 2.9% | +18,903+22.3% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 230,593 | $9.86M | 2.6% | +134,649+140.3% | Added | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 202,708 | $6.81M | 1.8% | +26,857+15.3% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 132,588 | $6.72M | 1.8% | +66,203+99.7% | Added | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 248,705 | $6.48M | 1.7% | +35,142+16.5% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,881 | $4.87M | 1.3% | −9−0.1% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 95,568 | $4.27M | 1.1% | +514+0.5% | Added | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 36,961 | $4.04M | 1.1% | +36,961 | New | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 125,686 | $3.22M | 0.9% | −1,961−1.5% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,268 | $2.51M | 0.7% | +87+1.1% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,357 | $2.36M | 0.6% | +30.0% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 70,284 | $2.06M | 0.6% | +390+0.6% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $2.05M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 22,472 | $2.00M | 0.5% | −487−2.1% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 39,456 | $1.89M | 0.5% | −26,039−39.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 7,404 | $1.17M | 0.3% | −128−1.7% | Reduced | History |
| AAPLApple Inc. | Stock | 4,578 | $939.3K | 0.3% | −114−2.4% | Reduced | History |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,259 | $875.7K | 0.2% | +48+0.2% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,260 | $853.7K | 0.2% | −219−1.3% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,345 | $764.0K | 0.2% | +149+12.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 3,396 | $745.0K | 0.2% | −40−1.2% | Reduced | History |
| TSLATesla, Inc. | Stock | 2,145 | $681.4K | 0.2% | +396+22.6% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,261 | $602.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464289859 | CORE 80 20 ETF | 6,170 | $514.6K | 0.1% | +414+7.2% | Added | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 10,718 | $473.1K | 0.1% | −54−0.5% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,510 | $460.3K | 0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 585 | $456.0K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 311 | $416.5K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,167 | $381.9K | 0.1% | −14−0.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 487 | $359.5K | 0.1% | +20+4.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 722 | $359.1K | 0.1% | −4−0.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 535 | $330.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,127 | $315.4K | 0.1% | +19+1.7% | Added | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,653 | $286.5K | 0.1% | −172−3.6% | Reduced | – |
| APHAmphenol Corp | CL A | 2,871 | $283.5K | 0.1% | +2,871 | New | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 449 | $254.3K | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 520 | $252.6K | 0.1% | −120−18.8% | Reduced | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,263 | $248.0K | 0.1% | −28−1.2% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 320 | $212.3K | 0.1% | −218−40.5% | Reduced | – |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $147.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,309 | $1.82M | 0.6% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6,579 | $680.7K | 0.2% | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 7,121 | $657.1K | 0.2% | – |
| CVXChevron Corp | Stock | 1,302 | $217.8K | 0.1% | History |