§ 13F · FUND PROFILE
Aquire Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $372M (13F)Positions · 46Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 3.42M | $154M | 40.5% | +3% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.22M | $48M | 12.5% | +1% |
| 3 | SPTM | SPDR SERIES TRUST | 486K | $38M | 10.1% | −6% |
| 4 | DFAE | DIMENSIONAL ETF TRUST | 1.09M | $37M | 9.7% | +1% |
| 5 | AGG | ISHARES TR | 143K | $14M | 3.7% | ±0% |
| 6 | SPDW | SPDR INDEX SHS FDS | 273K | $12M | 3.3% | −5% |
| 7 | MUB | ISHARES TR | 104K | $11M | 2.9% | −1% |
| 8 | SPEM | SPDR INDEX SHS FDS | 202K | $9M | 2.5% | −6% |
| 9 | SPIB | SPDR SERIES TRUST | 186K | $6M | 1.6% | −1% |
| 10 | SPIP | SPDR SERIES TRUST | 228K | $6M | 1.6% | −3% |
§ 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 $372 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed