Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 17, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 49
- +3 vs. Q2 2025
- Portfolio value
- $406.0M
- +$33.9M (+9.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $155.5K | <0.1% | 00.0% | Unchanged | History |
| ANGXAngel Studios, Inc. | Stock | 27,859 | $161.9K | <0.1% | +27,859 | New | History |
| Vanguard Information Technology ETF92204A702 | ETF | 268 | $200.1K | <0.1% | −52−16.3% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 965 | $201.4K | <0.1% | +965 | New | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 5,147 | $216.2K | 0.1% | +5,147 | New | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,164 | $241.2K | 0.1% | −99−4.4% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $264.6K | 0.1% | −5−1.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 537 | $270.0K | 0.1% | +17+3.3% | Added | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,589 | $295.4K | 0.1% | −64−1.4% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,120 | $329.2K | 0.1% | −7−0.6% | Reduced | – |
| APHAmphenol Corp | CL A | 2,871 | $355.3K | 0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 535 | $356.5K | 0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 492 | $361.3K | 0.1% | +5+1.0% | Added | History |
| NFLXNetflix Inc | Stock | 314 | $376.5K | 0.1% | +3+1.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 807 | $418.0K | 0.1% | +85+11.8% | Added | History |
| LLYEli Lilly & Co | Stock | 591 | $450.9K | 0.1% | +6+1.0% | Added | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 9,991 | $457.3K | 0.1% | −727−6.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 2,167 | $526.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464289859 | CORE 80 20 ETF | 6,036 | $532.0K | 0.1% | −134−2.2% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,510 | $536.8K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,261 | $649.5K | 0.2% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 3,291 | $722.6K | 0.2% | −105−3.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,339 | $820.0K | 0.2% | −6−0.4% | Reduced | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,259 | $897.5K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,856 | $913.3K | 0.2% | −404−2.3% | Reduced | – |
| TSLATesla, Inc. | Stock | 2,152 | $957.0K | 0.2% | +7+0.3% | Added | History |
| AAPLApple Inc. | Stock | 4,395 | $1.12M | 0.3% | −183−4.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 8,034 | $1.50M | 0.4% | +630+8.5% | Added | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 38,337 | $1.85M | 0.5% | −1,119−2.8% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 22,041 | $2.02M | 0.5% | −431−1.9% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $2.21M | 0.5% | 00.0% | Unchanged | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 71,210 | $2.23M | 0.6% | +926+1.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 41,144 | $2.47M | 0.6% | −213−0.5% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,203 | $2.69M | 0.7% | −65−0.8% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 119,495 | $3.09M | 0.8% | −6,191−4.9% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 88,877 | $4.05M | 1.0% | −6,691−7.0% | Reduced | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 36,941 | $4.45M | 1.1% | −20−0.1% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,820 | $5.24M | 1.3% | −61−0.4% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 253,190 | $6.66M | 1.6% | +4,485+1.8% | Added | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 205,354 | $6.96M | 1.7% | +2,646+1.3% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 159,392 | $8.06M | 2.0% | +26,804+20.2% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 220,439 | $10.3M | 2.5% | −10,154−4.4% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 106,269 | $11.3M | 2.8% | +2,699+2.6% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 298,322 | $12.8M | 3.1% | −17,478−5.5% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 159,307 | $16.0M | 3.9% | +8,363+5.5% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,134,204 | $35.8M | 8.8% | +40,146+3.7% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 535,588 | $43.2M | 10.6% | −28,120−5.0% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,249,322 | $45.4M | 11.2% | +49,934+4.2% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,605,368 | $165.0M | 40.6% | +143,579+4.1% | Added | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $333.1K |