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Livermore
Livermore
ZHEN

Aquire Wealth Advisors, LLC

SEC CIK
0001745945
Latest filing
Aug 6, 2026

The latest 13F from Aquire Wealth Advisors, LLC covers Q2 2026 (filed Aug 6, 2026): 53 long positions worth $436.0M. The top 10 holdings make up 89.4% of the portfolio, and the largest is Dimensional ETF Trust at 42.8%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$1.37M
Added
19
Est. +$19.3M
Reduced
23
Est. −$8.37M
Sold out
1
Est. −$238.9K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional ETF Trust25434V104
    42.8%$186.8M
  2. Dimensional ETF Trust25434V203
    12.4%$54.2M
  3. Dimensional Emerging Core Equity Market ETF25434V302
    10.5%$45.6M
  4. SPDR Series Trust78464A805
    9.7%$42.4M
  5. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    3.0%$13.1M

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V104
    +$10.1MAdded
  2. Dimensional ETF Trust25434V203
    +$3.89MAdded
  3. iShares Tr46434V860
    +$3.33MAdded
  4. Dimensional Emerging Core Equity Market ETF25434V302
    +$1.65MAdded
  5. AVGOBroadcom Inc.
    +$269.0KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V104
    +2.28 pp40.6% → 42.8%
  2. Dimensional Emerging Core Equity Market ETF25434V302
    +0.73 pp9.7% → 10.5%
  3. iShares Tr46434V860
    +0.57 pp1.5% → 2.1%
  4. AVGOBroadcom Inc.
    +0.06 pp0.0% → 0.1%History
  5. Vanguard Information Technology ETF92204A702
    +0.05 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SPDR Series Trust78464A805
    −$1.73MReduced
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −$1.34MReduced
  3. iShares Tr464288414
    −$1.08MReduced
  4. State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375
    −$679.2KReduced
  5. SPDR Series Trust78468R721
    −$641.1KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core U.S. Aggregate Bond ETF464287226
    −0.79 pp3.7% → 2.9%
  2. iShares Tr464288414
    −0.58 pp2.9% → 2.3%
  3. SPDR Series Trust78464A805
    −0.38 pp10.1% → 9.7%
  4. State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375
    −0.37 pp1.6% → 1.3%
  5. SPDR Series Trust78464A656
    −0.34 pp1.6% → 1.2%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$436.0M
+$55.7M (+14.7%) vs. prior quarter
Positions
53
+5 vs. prior quarter
Top 10 concentration
89.4%
Top 10 as share of value
Turnover
2.1%
Q2 2026, one quarter
Average holding period
18.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $436.0M (Q2 2026)

Q4 2021: $191.1MQ1 2022: $187.8MQ2 2022: $171.3MQ3 2022: $172.3MQ4 2022: $201.0MQ1 2023: $228.5MQ2 2023: $250.6MQ3 2023: $239.8MQ4 2023: $263.0MQ1 2024: $286.1MQ2 2024: $297.7MQ3 2024: $318.6MQ4 2024: $322.9MQ1 2025: $324.9MQ2 2025: $372.1MQ3 2025: $406.0MQ4 2025: $384.3MQ1 2026: $380.2MQ2 2026: $436.0M
Q4 2021Q2 2026
13F filings of Aquire Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 202653$436.0MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q1 2026SEC
Q1 2026Apr 10, 202648$380.2MDimensional ETF TrustDimensional ETF TrustSPDR Series Trustvs. Q4 2025SEC
Q4 2025Jan 7, 202648$384.3MDimensional ETF TrustDimensional ETF TrustSPDR Series Trustvs. Q3 2025SEC
Q3 2025Oct 17, 202549$406.0MDimensional ETF TrustDimensional ETF TrustSPDR Series Trustvs. Q2 2025SEC
Q2 2025Jul 22, 202546$372.1MDimensional ETF TrustSPDR Series TrustDimensional ETF Trustvs. Q1 2025SEC
Q1 2025May 9, 202548$324.9MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q4 2024SEC
Q4 2024Feb 13, 202550$322.9MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q3 2024SEC
Q3 2024Nov 4, 202446$318.6MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q2 2024SEC
Q2 2024Aug 14, 202443$297.7MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q1 2024SEC
Q1 2024May 13, 202446$286.1MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q4 2023SEC
Q4 2023Jan 11, 202440$263.0MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q3 2023SEC
Q3 2023Oct 30, 202339$239.8MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q2 2023SEC
Q2 2023Aug 3, 202339$250.6MDimensional ETF TrustDimensional ETF TrustDimensional Emerging Core Equity Market ETFvs. Q1 2023SEC
Q1 2023May 1, 202339$228.5MDimensional ETF TrustDimensional ETF TrustSPDR Series Trustvs. Q4 2022SEC
Q4 2022Jan 20, 202335$201.0MDimensional ETF TrustDimensional ETF TrustSPDR Series Trustvs. Q3 2022SEC
Q3 2022Oct 18, 202234$172.3MDimensional ETF TrustSPDR Series TrustDimensional ETF Trustvs. Q2 2022SEC
Q2 2022Jul 27, 202234$171.3MDimensional ETF TrustSPDR Series TrustState Street SPDR Portfolio Developed World Ex-US ETFvs. Q1 2022SEC
Q1 2022Apr 28, 202237$187.8MDimensional ETF TrustSPDR Series TrustDimensional ETF Trustvs. Q4 2021SEC
Q4 2021Feb 9, 2022275$191.1MDimensional ETF TrustSPDR Series TrustState Street SPDR Portfolio Developed World Ex-US ETF–SEC