Skip to main content
Livermore
Livermore
ZHEN

Aquire Wealth Advisors, LLC

SEC CIK
0001745945
Latest filing
Aug 6, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
53
+5 vs. Q1 2026
Portfolio value
$436.0M
+$55.7M (+14.7%) vs. Q1 2026
Filed
Aug 6, 2026
SEC
Holdings of Aquire Wealth Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional ETF Trust25434V104US CORE EQT MKT3,613,432$186.8M42.8%+195,004+5.7%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,314,008$54.2M12.4%+94,252+7.7%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF1,134,603$45.6M10.5%+40,920+3.7%Added–
SPDR Series Trust78464A805ST STR PR SP1500466,911$42.4M9.7%−19,078−3.9%Reduced–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF260,566$13.1M3.0%−12,200−4.5%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF129,620$12.8M2.9%−13,515−9.4%Reduced–
iShares Tr464288414NATIONAL MUN ETF93,898$10.1M2.3%−10,031−9.7%Reduced–
SPDR Index Shs FDS78463X509ST PORT MARK ETF193,566$10.0M2.3%−8,645−4.3%Reduced–
iShares Tr46434V860TRS FLT RT BD177,566$8.99M2.1%+65,756+58.8%Added–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF165,882$5.55M1.3%−20,298−10.9%Reduced–
iShares Tr464287689RUSSELL 3000 ETF12,834$5.47M1.3%−564−4.2%Reduced–
SPDR Series Trust78464A656ST STR TIPS ETF206,789$5.31M1.2%−21,348−9.4%Reduced–
SPDR Series Trust78468R721STATE STREET SPD60,099$2.75M0.6%−13,998−18.9%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF36,214$2.58M0.6%−2,161−5.6%Reduced–
Dimensional U.S. Core Equity 2 ETF25434V708ETF57,169$2.54M0.6%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF6,545$2.42M0.6%−39−0.6%Reduced–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF89,629$2.29M0.5%−12,989−12.7%Reduced–
NVDANVIDIA CorpStock9,107$1.82M0.4%+50+0.6%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW13,965$1.78M0.4%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF16,722$1.61M0.4%+122+0.7%Added–
AAPLApple Inc.Stock4,827$1.40M0.3%+127+2.7%AddedHistory
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF35,808$1.32M0.3%+60.0%Added–
SPDR Series Trust78468R739ST NUVE TERM ETF26,806$1.29M0.3%−1,629−5.7%Reduced–
Vanguard S&P 500 ETF922908363ETF1,394$957.5K0.2%−177−11.3%Reduced–
GOOGLAlphabet Inc.Stock2,591$926.1K0.2%+271+11.7%AddedHistory
TSLATesla, Inc.Stock2,189$920.7K0.2%+159+7.8%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF15,224$908.7K0.2%−1,075−6.6%Reduced–
COSTCostco Wholesale CorpStock833$779.2K0.2%+7+0.8%AddedHistory
AMZNAmazon Com IncStock3,268$778.9K0.2%−32−1.0%ReducedHistory
VanEck ETF Trust92189H201INTRMDT MUNI ETF15,843$744.5K0.2%−3,471−18.0%Reduced–
Schwab U.S. Broad Market ETF808524102ETF23,143$670.2K0.2%00.0%Unchanged–
GLDSPDR Gold TrustETF1,505$554.4K0.1%00.0%UnchangedHistory
iShares Tr464289859CORE 80 20 ETF5,447$531.6K0.1%+132+2.5%Added–
MSFTMicrosoft CorpStock1,291$481.8K0.1%+163+14.5%AddedHistory
APHAmphenol CorpCL A2,604$459.1K0.1%−82−3.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF563$420.7K0.1%+7+1.3%AddedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF7,378$366.8K0.1%−796−9.7%Reduced–
iShares Tr464289867CORE 60 BALA ETF4,944$343.7K0.1%+101+2.1%Added–
METAMeta Platforms, Inc.Stock605$340.8K0.1%+61+11.2%AddedHistory
Schwab International Equity ETF808524805ETF11,961$331.3K0.1%+548+4.8%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF446$313.7K0.1%+2+0.5%AddedHistory
BRK.BBerkshire Hathaway IncStock597$298.7K0.1%−1−0.2%ReducedHistory
AVGOBroadcom Inc.Stock712$269.0K0.1%+712NewHistory
AHRAmerican Healthcare REIT, Inc.COM SHS5,147$268.4K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock726$256.7K0.1%−6−0.8%ReducedHistory
NFLXNetflix IncStock3,539$252.7K0.1%+93+2.7%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF974$236.9K0.1%−151−13.4%Reduced–
XOMExxonMobil Holdings CorpCOM1,731$236.7K0.1%−166−8.8%ReducedHistory
Vanguard Information Technology ETF92204A702ETF1,917$229.1K0.1%+1,917New–
Dimensional ETF Trust25434V815US SMALL CAP ETF5,810$225.4K0.1%+5,810New–
Vanguard Morningstar Mid-Cap ETF922908629ETF2,778$223.9K0.1%+2,778New–
iShares Tr464289875CORE 40 MODE ETF4,327$215.9K<0.1%+4,327New–
iShares Core S&P Mid-Cap ETF464287507ETF2,697$208.0K<0.1%+2,697New–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Aquire Wealth Advisors, LLC in Q2 2026
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF–$373.4K

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Aquire Wealth Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,192$238.9K0.1%–