Aquire Wealth Advisors, LLC Portfolio Holdings

Aquire Wealth Advisors, LLC

$406 Million
Q3 2025

Aquire Wealth Advisors, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $406 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $165M, Dimensional ETF Tr with a value of $45.4M, Spdr Portfolio S&P 1500 Compos with a value of $43.2M, Dimensional ETF Tr with a value of $35.8M, and Ishares Core U.S. Aggregate Bo with a value of $16M.

Examining the 13F form we can see an increase of $33.8M in the current position value, from $372M to 406M.

Below you can find more details about Aquire Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $406 Million

ETFs: $396 Million

Technology: $3.39 Million

Consumer Cyclical: $1.68 Million

Communication Services: $1.26 Million

Healthcare: $450,000

Financial Services: $424,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAU Dimensional ETF Tr ETFs	$0	$165 Million 40.64% of portfolio	3,605,368	Q3 2025 Added 4.15%
DFAI Dimensional ETF Tr ETFs	$0	$45.4 Million 11.19% of portfolio	1,249,322	Q3 2025 Added 4.16%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$43.2 Million 10.64% of portfolio	535,588	Q3 2025 Reduced 4.99%
DFAE Dimensional ETF Tr ETFs	$0	$35.8 Million 8.81% of portfolio	1,134,204	Q3 2025 Added 3.67%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$16 Million 3.93% of portfolio	159,307	Q3 2025 Added 5.54%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$12.8 Million 3.14% of portfolio	298,322	Q3 2025 Reduced 5.53%
MUB Ishares National Muni Bond ETF ETFs	$0	$11.3 Million 2.79% of portfolio	106,269	Q3 2025 Added 2.61%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$10.3 Million 2.54% of portfolio	220,439	Q3 2025 Reduced 4.4%
TFLO Ishares Treasury Floating Rate ETFs	$0	$8.06 Million 1.99% of portfolio	159,392	Q3 2025 Added 20.22%
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$6.96 Million 1.71% of portfolio	205,354	Q3 2025 Added 1.31%
SPIP Spdr Ser Tr Spdr Portfolio Tip ETFs	$0	$6.66 Million 1.64% of portfolio	253,190	Q3 2025 Added 1.8%
IWV Ishares Russell 3000 ETF ETFs	$0	$5.24 Million 1.29% of portfolio	13,820	Q3 2025 Reduced 0.44%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$4.45 Million 1.1% of portfolio	36,941	Q3 2025 Reduced 0.05%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$4.05 Million 1.0% of portfolio	88,877	Q3 2025 Reduced 7.0%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$3.09 Million 0.76% of portfolio	119,495	Q3 2025 Reduced 4.93%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.69 Million 0.66% of portfolio	8,203	Q3 2025 Reduced 0.79%
VEA Vanguard Ftse Developed Market ETFs	$0	$2.47 Million 0.61% of portfolio	41,144	Q3 2025 Reduced 0.52%
DFAX Dimensional ETF Tr	$0	$2.23 Million 0.55% of portfolio	71,210	Q3 2025 Added 1.32%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.21 Million 0.54% of portfolio	57,169	Q3 2024 Added 2.0%
VNQ Vanguard Specialized Funds Van ETFs	$0	$2.01 Million 0.5% of portfolio	22,041	Q3 2025 Reduced 1.92%
SHM Spdr Nuveen Bloomberg Short Te ETFs	$0	$1.85 Million 0.46% of portfolio	38,337	Q3 2025 Reduced 2.84%
NVDA Nvidia Corp Technology	$451B	$1.5 Million 0.37% of portfolio	8,034	Q3 2025 Added 8.51%
AAPL Apple Inc. Technology	$4.22T	$1.12 Million 0.28% of portfolio	4,395	Q3 2025 Reduced 4.0%
TSLA Tesla, Inc. Consumer Cyclical	$1.4T	$957,000 0.24% of portfolio	2,152	Q3 2025 Added 0.33%
ITM Vaneck Intermediate Muni ETF ETFs	$0	$897,000 0.22% of portfolio	19,259	Q2 2025 Added 0.25%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$913,000 0.22% of portfolio	16,856	Q3 2025 Reduced 2.34%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$819,000 0.2% of portfolio	1,339	Q3 2025 Reduced 0.45%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$722,000 0.18% of portfolio	3,291	Q3 2025 Reduced 3.09%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$649,000 0.16% of portfolio	25,261	Q4 2024 Added 181.27%
AOA Ishares Tr Core Aggressive All ETFs	$0	$532,000 0.13% of portfolio	6,036	Q3 2025 Reduced 2.17%
GOOGL Alphabet Inc. Communication Services	$1.5T	$526,000 0.13% of portfolio	2,167	Q2 2025 Reduced 0.64%
GLD Spdr Gold Trust ETFs	$130B	$536,000 0.13% of portfolio	1,510	Q1 2025 Reduced 3.88%
LLY Eli Lilly & CO Healthcare	$760B	$450,000 0.11% of portfolio	591	Q3 2025 Added 1.03%
RWO Spdr Dow Jones Global Real Est ETFs	$0	$457,000 0.11% of portfolio	9,991	Q3 2025 Reduced 6.78%
MSFT Microsoft Corp Technology	$3.86T	$417,000 0.1% of portfolio	807	Q3 2025 Added 11.77%
META Meta Platforms, Inc. Communication Services	$1.65T	$361,000 0.09% of portfolio	492	Q3 2025 Added 1.03%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$356,000 0.09% of portfolio	535	Q1 2025 Added 0.19%
APH Amphenol Corp Technology	$74B	$355,000 0.09% of portfolio	2,871	Q2 2025 New
NFLX Netflix Inc Communication Services	$552B	$376,000 0.09% of portfolio	314	Q3 2025 Added 0.96%
VO Vanguard Mid Cap ETF ETFs	$0	$328,000 0.08% of portfolio	1,120	Q3 2025 Reduced 0.62%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$646B	$269,000 0.07% of portfolio	537	Q3 2025 Added 3.27%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$295,000 0.07% of portfolio	4,589	Q3 2025 Reduced 1.38%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$264,000 0.07% of portfolio	444	Q3 2025 Reduced 1.11%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$241,000 0.06% of portfolio	2,164	Q3 2025 Reduced 4.37%
VBR Vanguard Small Cap Value ETF ETFs	$0	$201,000 0.05% of portfolio	965	Q3 2025 New
VGT Vanguard Information Technolog ETFs	$0	$200,000 0.05% of portfolio	268	Q3 2025 Reduced 16.25%
SBI Western Asset Intermediate Muni Fund Inc. Financial Services	$0	$155,000 0.04% of portfolio	19,660	Q2 2023 Reduced 50.0%
Angel Studios Inc	-	$0 0.0% of portfolio	-	Q3 2025 New
American Healthcare Reit Inc	-	$0 0.0% of portfolio	-	Q3 2025 New

Summary

Portfolio
No. of Stocks 50
Current Value $406 Million
Prior Value $372 Million
Filing
Period Q3 2025
Filing Date October 17, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 3 stocks
Additional Purchases 16 stocks
Sold out of 0 stocks
Reduced holdings in 22 stocks

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Aquire Wealth Advisors, LLC Portfolio Holdings