Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 7, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 48
- −1 vs. Q3 2025
- Portfolio value
- $384.3M
- −$21.7M (−5.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ANGXAngel Studios, Inc. | Stock | 27,859 | $130.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 4,330 | $206.7K | 0.1% | +4,330 | New | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,133 | $239.9K | 0.1% | +168+17.4% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,182 | $240.4K | 0.1% | +18+0.8% | Added | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 5,147 | $242.2K | 0.1% | 00.0% | Unchanged | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $267.9K | 0.1% | 00.0% | Unchanged | History |
| Schwab International Equity ETF808524805 | ETF | 11,413 | $274.4K | 0.1% | +11,413 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 546 | $274.4K | 0.1% | +9+1.7% | Added | History |
| NFLXNetflix Inc | Stock | 3,140 | $294.4K | 0.1% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| METAMeta Platforms, Inc. | Stock | 462 | $305.0K | 0.1% | −30−6.1% | Reduced | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,707 | $306.0K | 0.1% | +118+2.6% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,130 | $328.0K | 0.1% | +10+0.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 763 | $369.0K | 0.1% | −44−5.5% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 548 | $373.8K | 0.1% | +13+2.4% | Added | History |
| APHAmphenol Corp | CL A | 2,790 | $377.0K | 0.1% | −81−2.8% | Reduced | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 9,400 | $423.2K | 0.1% | −591−5.9% | Reduced | – |
| iShares Tr464289859 | CORE 80 20 ETF | 5,192 | $465.0K | 0.1% | −844−14.0% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,505 | $596.4K | 0.2% | −5−0.3% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 22,903 | $600.7K | 0.2% | −2,358−9.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 2,040 | $638.6K | 0.2% | −127−5.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,892 | $667.5K | 0.2% | −399−12.1% | Reduced | History |
| TSLATesla, Inc. | Stock | 1,843 | $828.8K | 0.2% | −309−14.4% | Reduced | History |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,291 | $909.8K | 0.2% | +32+0.2% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,127 | $920.8K | 0.2% | +271+1.6% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,557 | $976.5K | 0.3% | +218+16.3% | Added | – |
| AAPLApple Inc. | Stock | 3,945 | $1.07M | 0.3% | −450−10.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 7,973 | $1.49M | 0.4% | −61−0.8% | Reduced | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 13,965 | $1.70M | 0.4% | −22,976−62.2% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 19,462 | $1.72M | 0.4% | −2,579−11.7% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 39,423 | $1.89M | 0.5% | +1,086+2.8% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $2.26M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,869 | $2.30M | 0.6% | −1,334−16.3% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 71,381 | $2.34M | 0.6% | +171+0.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 40,036 | $2.50M | 0.7% | −1,108−2.7% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 108,729 | $2.80M | 0.7% | −10,766−9.0% | Reduced | – |
| iShares Tr46434V860 | TRS FLT RT BD | 70,025 | $3.53M | 0.9% | −89,367−56.1% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 89,713 | $4.10M | 1.1% | +836+0.9% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,402 | $5.18M | 1.3% | −418−3.0% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 235,154 | $6.10M | 1.6% | −18,036−7.1% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 188,873 | $6.39M | 1.7% | −16,481−8.0% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 214,608 | $10.0M | 2.6% | −5,831−2.6% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 105,464 | $11.3M | 2.9% | −805−0.8% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 288,204 | $12.8M | 3.3% | −10,118−3.4% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 143,524 | $14.3M | 3.7% | −15,783−9.9% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,081,599 | $35.2M | 9.2% | −52,605−4.6% | Reduced | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 517,386 | $42.7M | 11.1% | −18,202−3.4% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,207,997 | $46.0M | 12.0% | −41,325−3.3% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,315,971 | $155.2M | 40.4% | −289,397−8.0% | Reduced | – |
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 | – | $341.0K |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 591 | $450.9K | 0.1% | History |
| Vanguard Information Technology ETF92204A702 | ETF | 268 | $200.1K | <0.1% | – |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $155.5K | <0.1% | History |