§ 13F · FUND PROFILE
Aquire Wealth Advisors, LLC.
AUM · $436M (13F)Positions · 54Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 3.61M | $187M | 42.8% | +6% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.31M | $54M | 12.4% | +8% |
| 3 | DFAE | DIMENSIONAL ETF TRUST | 1.13M | $46M | 10.5% | +4% |
| 4 | SPTM | SPDR SERIES TRUST | 467K | $42M | 9.7% | −4% |
| 5 | SPDW | SPDR INDEX SHS FDS | 261K | $13M | 3.0% | −4% |
| 6 | AGG | ISHARES TR | 130K | $13M | 2.9% | −9% |
| 7 | MUB | ISHARES TR | 94K | $10M | 2.3% | −10% |
| 8 | SPEM | SPDR INDEX SHS FDS | 194K | $10M | 2.3% | −4% |
| 9 | TFLO | ISHARES TR | 178K | $9M | 2.1% | +59% |
| 10 | SPIB | SPDR SERIES TRUST | 166K | $6M | 1.3% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AQUIRE SIGNAL
AC read
Aquire Wealth Advisors, LLC is a Other fund managing $436 million in assets. The fund runs a portfolio of 54 positions.
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