Aquire Wealth Advisors, LLC Portfolio Holdings

Aquire Wealth Advisors, LLC

  • $372 Million
  • Q2 2025

Aquire Wealth Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $372 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $147M, Spdr Portfolio S&P 1500 Compos with a value of $42.2M, Dimensional ETF Tr with a value of $41.5M, Dimensional ETF Tr with a value of $31.7M, and Ishares Core U.S. Aggregate Bo with a value of $15M.

Examining the 13F form we can see an increase of $47.2M in the current position value, from $325M to 372M.

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

Portfolio value $372 Million
ETFs: $364 Million
Technology: $2.75 Million
Consumer Cyclical: $1.43 Million
Communication Services: $1.16 Million
Healthcare: $456,000
Financial Services: $399,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$1.17 Million 0.31% of portfolio
7,404
Q2 2025 Reduced 1.7%
$3.45T
$939,000 0.25% of portfolio
4,578
Q2 2025 Reduced 2.43%
$2.32T
$745,000 0.2% of portfolio
3,396
Q2 2025 Reduced 1.16%
$1.05T
$681,000 0.18% of portfolio
2,145
Q2 2025 Added 22.64%
$738B
$456,000 0.12% of portfolio
585
Q3 2024 New
$530B
$416,000 0.11% of portfolio
311
Q1 2025 Added 36.4%
$1.58T
$359,000 0.1% of portfolio
487
Q2 2025 Added 4.28%
$3.77T
$359,000 0.1% of portfolio
722
Q2 2025 Reduced 0.55%
$1.14T
$381,000 0.1% of portfolio
2,167
Q2 2025 Reduced 0.64%
$60.5B
$283,000 0.08% of portfolio
2,871
Q2 2025 New
$622B
$252,000 0.07% of portfolio
520
Q2 2025 Reduced 18.75%
$0
$147,000 0.04% of portfolio
19,660
Q2 2023 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $372 Million
  • Prior Value $325 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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