Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $187M | 42.8% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $54.2M | 12.4% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $45.6M | 10.5% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $42.4M | 9.7% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $13.1M | 3.0% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $12.8M | 2.9% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $10.1M | 2.3% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $10M | 2.3% |
| iShares TRTRS FLT RT BD | TRS FLT RT BD | $8.99M | 2.1% |
| SPDR Series TrustST INTER BD ETF | ST INTER BD ETF | $5.55M | 1.3% |
| iShares TRRUSSELL 3000 ETF | RUSSELL 3000 ETF | $5.47M | 1.3% |
| SPDR Series TrustST STR TIPS ETF | ST STR TIPS ETF | $5.31M | 1.2% |
| SPDR Series TrustST STR NUVEE ETF | ST STR NUVEE ETF | $2.75M | 0.6% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $2.58M | 0.6% |
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $2.54M | 0.6% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $2.42M | 0.6% |
| SPDR Series TrustST STR AGGRE ETF | ST STR AGGRE ETF | $2.29M | 0.5% |
| Nvidia CorporationCOM | COM | $1.82M | 0.4% |
| Vanguard Scottsdale FdsVNG RUS1000GRW | VNG RUS1000GRW | $1.78M | 0.4% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $1.61M | 0.4% |
| Apple Inc.COM | COM | $1.4M | 0.3% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $1.32M | 0.3% |
| SPDR Series TrustST NUVE TERM ETF | ST NUVE TERM ETF | $1.29M | 0.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $957K | 0.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $926K | 0.2% |
| Tesla Inc.COM | COM | $921K | 0.2% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $909K | 0.2% |
| Costco Wholesale CorporationCOM | COM | $779K | 0.2% |
| Amazon Com Inc.COM | COM | $779K | 0.2% |
| Vaneck ETF TrustINTRMDT MUNI ETF | INTRMDT MUNI ETF | $744K | 0.2% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $670K | 0.2% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $554K | 0.1% |
| iShares TRCORE 80 20 ETF | CORE 80 20 ETF | $532K | 0.1% |
| Microsoft Corp.COM | COM | $482K | 0.1% |
| Amphenol Corp.CL A | CL A | $459K | 0.1% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $421K | 0.1% |
| State Str SPDR S&P 500 ETF T (call option)TR UNIT | TR UNIT | $373K | 0.1% |
| SPDR Index Shs FdsST DOW GLOBA ETF | ST DOW GLOBA ETF | $367K | 0.1% |
| iShares TRCORE 60 BALA ETF | CORE 60 BALA ETF | $344K | 0.1% |
| Meta Platforms Inc.CL A | CL A | $341K | 0.1% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $331K | 0.1% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $314K | 0.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $299K | 0.1% |
| Broadcom Inc.COM | COM | $269K | 0.1% |
| American Healthcare REIT Inc.COM SHS | COM SHS | $268K | 0.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $257K | 0.1% |
| Netflix Inc..COM | COM | $253K | 0.1% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $237K | 0.1% |
| Exxon Mobil Corp.COM | COM | $237K | 0.1% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $229K | 0.1% |
Dimensional ETF TrustUS CORE EQT MKT$187M
- Class
- US CORE EQT MKT
- Share
- 42.8%
Dimensional ETF TrustINTL CORE EQT MK$54.2M
- Class
- INTL CORE EQT MK
- Share
- 12.4%
Dimensional ETF TrustEMGR CRE EQT MNG$45.6M
- Class
- EMGR CRE EQT MNG
- Share
- 10.5%
SPDR Series TrustST STR PR SP1500$42.4M
- Class
- ST STR PR SP1500
- Share
- 9.7%
SPDR Index Shs FdsST STR PO EX ETF$13.1M
- Class
- ST STR PO EX ETF
- Share
- 3.0%
iShares TRCORE US AGGBD ET$12.8M
- Class
- CORE US AGGBD ET
- Share
- 2.9%
iShares TRNATIONAL MUN ETF$10.1M
- Class
- NATIONAL MUN ETF
- Share
- 2.3%
SPDR Index Shs FdsST PORT MARK ETF$10M
- Class
- ST PORT MARK ETF
- Share
- 2.3%
iShares TRTRS FLT RT BD$8.99M
- Class
- TRS FLT RT BD
- Share
- 2.1%
SPDR Series TrustST INTER BD ETF$5.55M
- Class
- ST INTER BD ETF
- Share
- 1.3%
iShares TRRUSSELL 3000 ETF$5.47M
- Class
- RUSSELL 3000 ETF
- Share
- 1.3%
SPDR Series TrustST STR TIPS ETF$5.31M
- Class
- ST STR TIPS ETF
- Share
- 1.2%
SPDR Series TrustST STR NUVEE ETF$2.75M
- Class
- ST STR NUVEE ETF
- Share
- 0.6%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$2.58M
- Class
- VAN FTSE DEV MKT
- Share
- 0.6%
Dimensional ETF TrustUS COR EQU 2 ETF$2.54M
- Class
- US COR EQU 2 ETF
- Share
- 0.6%
Vanguard Index FdsTOTAL STK MKT$2.42M
- Class
- TOTAL STK MKT
- Share
- 0.6%
SPDR Series TrustST STR AGGRE ETF$2.29M
- Class
- ST STR AGGRE ETF
- Share
- 0.5%
Nvidia CorporationCOM$1.82M
- Class
- COM
- Share
- 0.4%
Vanguard Scottsdale FdsVNG RUS1000GRW$1.78M
- Class
- VNG RUS1000GRW
- Share
- 0.4%
Vanguard Index FdsREAL ESTATE ETF$1.61M
- Class
- REAL ESTATE ETF
- Share
- 0.4%
Apple Inc.COM$1.4M
- Class
- COM
- Share
- 0.3%
Dimensional ETF TrustWORLD EX US CORE$1.32M
- Class
- WORLD EX US CORE
- Share
- 0.3%
SPDR Series TrustST NUVE TERM ETF$1.29M
- Class
- ST NUVE TERM ETF
- Share
- 0.3%
Vanguard Index FdsS&P 500 ETF SHS$957K
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
Alphabet Inc.CAP STK CL A$926K
- Class
- CAP STK CL A
- Share
- 0.2%
Tesla Inc.COM$921K
- Class
- COM
- Share
- 0.2%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$909K
- Class
- FTSE EMR MKT ETF
- Share
- 0.2%
Costco Wholesale CorporationCOM$779K
- Class
- COM
- Share
- 0.2%
Amazon Com Inc.COM$779K
- Class
- COM
- Share
- 0.2%
Vaneck ETF TrustINTRMDT MUNI ETF$744K
- Class
- INTRMDT MUNI ETF
- Share
- 0.2%
Schwab Strategic TRUS BRD MKT ETF$670K
- Class
- US BRD MKT ETF
- Share
- 0.2%
SPDR Gold TRGOLD SHS$554K
- Class
- GOLD SHS
- Share
- 0.1%
iShares TRCORE 80 20 ETF$532K
- Class
- CORE 80 20 ETF
- Share
- 0.1%
Microsoft Corp.COM$482K
- Class
- COM
- Share
- 0.1%
Amphenol Corp.CL A$459K
- Class
- CL A
- Share
- 0.1%
State Str SPDR S&P 500 ETF TTR UNIT$421K
- Class
- TR UNIT
- Share
- 0.1%
State Str SPDR S&P 500 ETF T (call option)TR UNIT$373K
- Class
- TR UNIT
- Share
- 0.1%
SPDR Index Shs FdsST DOW GLOBA ETF$367K
- Class
- ST DOW GLOBA ETF
- Share
- 0.1%
iShares TRCORE 60 BALA ETF$344K
- Class
- CORE 60 BALA ETF
- Share
- 0.1%
Meta Platforms Inc.CL A$341K
- Class
- CL A
- Share
- 0.1%
Schwab Strategic TRINTL EQTY ETF$331K
- Class
- INTL EQTY ETF
- Share
- 0.1%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$314K
- Class
- UTSER1 S&PDCRP
- Share
- 0.1%
Berkshire Hathaway Inc. DelCL B NEW$299K
- Class
- CL B NEW
- Share
- 0.1%
Broadcom Inc.COM$269K
- Class
- COM
- Share
- 0.1%
American Healthcare REIT Inc.COM SHS$268K
- Class
- COM SHS
- Share
- 0.1%
Alphabet Inc.CAP STK CL C$257K
- Class
- CAP STK CL C
- Share
- 0.1%
Netflix Inc..COM$253K
- Class
- COM
- Share
- 0.1%
Vanguard Index FdsSM CP VAL ETF$237K
- Class
- SM CP VAL ETF
- Share
- 0.1%
Exxon Mobil Corp.COM$237K
- Class
- COM
- Share
- 0.1%
Vanguard World FDINF TECH ETF$229K
- Class
- INF TECH ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 54 positions by value, with holdings of the same security combined. The 54 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1745945
- File number
- 028-21667
- Options
- 1 call, 0 put
- In the 25 largest
- 97.2%
- Prior quarter
- $381M at 31 March 2026
- Positions opened
- 6
- Positions closed
- 1
Common questions
What are Aquire Wealth Advisors’ 13F holdings worth?
$436 million across 54 positions for the quarter ended 30 June 2026.
What is Aquire Wealth Advisors’ largest 13F holding?
DIMENSIONAL ETF TRUST (US CORE EQT MKT) was the largest position at $187 million, or 42.8% of reported 13F value, as of 30 June 2026.
How concentrated is Aquire Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 89.3% of reported value and the twenty-five largest for 97.2%, across 54 positions as of 30 June 2026.
Does Form 13F show everything Aquire Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Aquire Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.