Aquire Wealth Advisors

Salt Lake City, UTfiles as Aquire Wealth Advisors, LLC

$436m in 53 US stocks at the end of 30 June 2026. The top 10 are 89.4% of the money. It changed about 4.0% of the portfolio this quarter.

Value

$436m

Stocks

Top 10 share

89.4%

Turnover

4.0%

What changed this quarter

New

Bought for the first time this quarter.

BroadcomAVGO
<0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund
Dimensional ETF TrustDFSV
<0.1% of the fund
Vanguard Index FDSVO
<0.1% of the fund
Ishares TRAOM
<0.1% of the fund
Ishares TRIJH
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAU
42.8% of the fund
+6%
Dimensional ETF TrustDFAI
12.4% of the fund
+8%
Dimensional ETF TrustDFAE
10.5% of the fund
+4%
Ishares TRTFLO
2.1% of the fund
+59%
AppleAAPL
0.3% of the fund
+3%
AlphabetGOOGL
0.2% of the fund
+12%
TeslaTSLA
0.2% of the fund
+8%
Ishares TRAOA
0.1% of the fund
+2%
MicrosoftMSFT
0.1% of the fund
+14%
Ishares TRAOR
<0.1% of the fund
+2%
Meta PlatformsMETA
<0.1% of the fund
+11%
Schwab Strategic TRSCHF
<0.1% of the fund
+5%
NetflixNFLX
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Spdr Series TrustSPTM
9.7% of the fund
-4%
Spdr Index SHS FDSSPDW
3.0% of the fund
-4%
Ishares TRAGG
2.9% of the fund
-9%
Ishares TRMUB
2.3% of the fund
-10%
Spdr Index SHS FDSSPEM
2.3% of the fund
-4%
Spdr Series TrustSPIB
1.3% of the fund
-11%
Ishares TRIWV
1.3% of the fund
-4%
Spdr Series TrustSPIP
1.2% of the fund
-9%
Spdr Series TrustTFI
0.6% of the fund
-19%
Vanguard Tax-Managed FDSVEA
0.6% of the fund
-6%
Spdr Series TrustSPAB
0.5% of the fund
-13%
Spdr Series TrustSHM
0.3% of the fund
-6%
Vanguard Index FDSVOO
0.2% of the fund
-11%
Vanguard Intl Equity Index FVWO
0.2% of the fund
-7%
Vaneck ETF TrustITM
0.2% of the fund
-18%
AmphenolAPH
0.1% of the fund
-3%
Spdr Index SHS FDSRWO
<0.1% of the fund
-10%
Vanguard Index FDSVBR
<0.1% of the fund
-13%
ExxonMobil HoldingsXOM
<0.1% of the fund
-9%

Sold out

Sold their entire stake.

Ishares TRLQD
-100%

Holdings

Dimensional ETF TrustDFAU
Share
42.8%
Value
$187m
Shares
3,613,432
+6%
Dimensional ETF TrustDFAI
Share
12.4%
Value
$54m
Shares
1,314,008
+8%
Dimensional ETF TrustDFAE
Share
10.5%
Value
$46m
Shares
1,134,603
+4%
Spdr Series TrustSPTM
Share
9.7%
Value
$42m
Shares
466,911
-4%
Spdr Index SHS FDSSPDW
Share
3.0%
Value
$13m
Shares
260,566
-4%
Ishares TRAGG
Share
2.9%
Value
$13m
Shares
129,620
-9%
Ishares TRMUB
Share
2.3%
Value
$10m
Shares
93,898
-10%
Spdr Index SHS FDSSPEM
Share
2.3%
Value
$10m
Shares
193,566
-4%
Ishares TRTFLO
Share
2.1%
Value
$9m
Shares
177,566
+59%
Spdr Series TrustSPIB
Share
1.3%
Value
$6m
Shares
165,882
-11%
Ishares TRIWV
Share
1.3%
Value
$5m
Shares
12,834
-4%
Spdr Series TrustSPIP
Share
1.2%
Value
$5m
Shares
206,789
-9%
Spdr Series TrustTFI
Share
0.6%
Value
$3m
Shares
60,099
-19%
Vanguard Tax-Managed FDSVEA
Share
0.6%
Value
$3m
Shares
36,214
-6%
Dimensional ETF TrustDFAC
Share
0.6%
Value
$3m
Shares
57,169
Held
Vanguard Index FDSVTI
Share
0.6%
Value
$2m
Shares
6,545
Held
Spdr Series TrustSPAB
Share
0.5%
Value
$2m
Shares
89,629
-13%
NvidiaNVDA
Share
0.4%
Value
$2m
Shares
9,107
Held
Vanguard Scottsdale FDSVONG
Share
0.4%
Value
$2m
Shares
13,965
Held
Vanguard Index FDSVNQ
Share
0.4%
Value
$2m
Shares
16,722
Held
AppleAAPL
Share
0.3%
Value
$1m
Shares
4,827
+3%
Dimensional ETF TrustDFAX
Share
0.3%
Value
$1m
Shares
35,808
Held
Spdr Series TrustSHM
Share
0.3%
Value
$1m
Shares
26,806
-6%
Vanguard Index FDSVOO
Share
0.2%
Value
$957,457
Shares
1,394
-11%
AlphabetGOOGL
Share
0.2%
Value
$926,104
Shares
2,591
+12%
TeslaTSLA
Share
0.2%
Value
$920,693
Shares
2,189
+8%
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$908,742
Shares
15,224
-7%
Costco WholesaleCOST
Share
0.2%
Value
$779,247
Shares
833
Held
Amazon.comAMZN
Share
0.2%
Value
$778,895
Shares
3,268
Held
Vaneck ETF TrustITM
Share
0.2%
Value
$744,463
Shares
15,843
-18%
Schwab Strategic TRSCHB
Share
0.2%
Value
$670,232
Shares
23,143
Held
Spdr Gold TRGLD
Share
0.1%
Value
$554,412
Shares
1,505
Held
Ishares TRAOA
Share
0.1%
Value
$531,627
Shares
5,447
+2%
MicrosoftMSFT
Share
0.1%
Value
$481,839
Shares
1,291
+14%
AmphenolAPH
Share
0.1%
Value
$459,137
Shares
2,604
-3%
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$420,700
Shares
563
Held
Spdr Index SHS FDSRWO
Share
<0.1%
Value
$366,760
Shares
7,378
-10%
Ishares TRAOR
Share
<0.1%
Value
$343,653
Shares
4,944
+2%
Meta PlatformsMETA
Share
<0.1%
Value
$340,817
Shares
605
+11%
Schwab Strategic TRSCHF
Share
<0.1%
Value
$331,320
Shares
11,961
+5%
State STR Spdr S&P Midcap 40MDY
Share
<0.1%
Value
$313,690
Shares
446
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$298,733
Shares
597
Held
BroadcomAVGO
Share
<0.1%
Value
$268,958
Shares
712
New
American Healthcare REITAHR
Share
<0.1%
Value
$268,416
Shares
5,147
Held
AlphabetGOOG
Share
<0.1%
Value
$256,740
Shares
726
Held
NetflixNFLX
Share
<0.1%
Value
$252,685
Shares
3,539
+3%
Vanguard Index FDSVBR
Share
<0.1%
Value
$236,862
Shares
974
-13%
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$236,662
Shares
1,731
-9%
Vanguard World FDVGT
Share
<0.1%
Value
$229,120
Shares
1,917
New
Dimensional ETF TrustDFSV
Share
<0.1%
Value
$225,370
Shares
5,810
New
Vanguard Index FDSVO
Share
<0.1%
Value
$223,884
Shares
2,778
New
Ishares TRAOM
Share
<0.1%
Value
$215,874
Shares
4,327
New
Ishares TRIJH
Share
<0.1%
Value
$207,966
Shares
2,697
New

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAU	42.8%	$187m	3,613,432	+6%
Dimensional ETF TrustDFAI	12.4%	$54m	1,314,008	+8%
Dimensional ETF TrustDFAE	10.5%	$46m	1,134,603	+4%
Spdr Series TrustSPTM	9.7%	$42m	466,911	-4%
Spdr Index SHS FDSSPDW	3.0%	$13m	260,566	-4%
Ishares TRAGG	2.9%	$13m	129,620	-9%
Ishares TRMUB	2.3%	$10m	93,898	-10%
Spdr Index SHS FDSSPEM	2.3%	$10m	193,566	-4%
Ishares TRTFLO	2.1%	$9m	177,566	+59%
Spdr Series TrustSPIB	1.3%	$6m	165,882	-11%
Ishares TRIWV	1.3%	$5m	12,834	-4%
Spdr Series TrustSPIP	1.2%	$5m	206,789	-9%
Spdr Series TrustTFI	0.6%	$3m	60,099	-19%
Vanguard Tax-Managed FDSVEA	0.6%	$3m	36,214	-6%
Dimensional ETF TrustDFAC	0.6%	$3m	57,169	Held
Vanguard Index FDSVTI	0.6%	$2m	6,545	Held
Spdr Series TrustSPAB	0.5%	$2m	89,629	-13%
NvidiaNVDA	0.4%	$2m	9,107	Held
Vanguard Scottsdale FDSVONG	0.4%	$2m	13,965	Held
Vanguard Index FDSVNQ	0.4%	$2m	16,722	Held
AppleAAPL	0.3%	$1m	4,827	+3%
Dimensional ETF TrustDFAX	0.3%	$1m	35,808	Held
Spdr Series TrustSHM	0.3%	$1m	26,806	-6%
Vanguard Index FDSVOO	0.2%	$957,457	1,394	-11%
AlphabetGOOGL	0.2%	$926,104	2,591	+12%
TeslaTSLA	0.2%	$920,693	2,189	+8%
Vanguard Intl Equity Index FVWO	0.2%	$908,742	15,224	-7%
Costco WholesaleCOST	0.2%	$779,247	833	Held
Amazon.comAMZN	0.2%	$778,895	3,268	Held
Vaneck ETF TrustITM	0.2%	$744,463	15,843	-18%
Schwab Strategic TRSCHB	0.2%	$670,232	23,143	Held
Spdr Gold TRGLD	0.1%	$554,412	1,505	Held
Ishares TRAOA	0.1%	$531,627	5,447	+2%
MicrosoftMSFT	0.1%	$481,839	1,291	+14%
AmphenolAPH	0.1%	$459,137	2,604	-3%
State STR Spdr S&P 500 ETF TSPY	<0.1%	$420,700	563	Held
Spdr Index SHS FDSRWO	<0.1%	$366,760	7,378	-10%
Ishares TRAOR	<0.1%	$343,653	4,944	+2%
Meta PlatformsMETA	<0.1%	$340,817	605	+11%
Schwab Strategic TRSCHF	<0.1%	$331,320	11,961	+5%
State STR Spdr S&P Midcap 40MDY	<0.1%	$313,690	446	Held
Berkshire HathawayBRK-B	<0.1%	$298,733	597	Held
BroadcomAVGO	<0.1%	$268,958	712	New
American Healthcare REITAHR	<0.1%	$268,416	5,147	Held
AlphabetGOOG	<0.1%	$256,740	726	Held
NetflixNFLX	<0.1%	$252,685	3,539	+3%
Vanguard Index FDSVBR	<0.1%	$236,862	974	-13%
ExxonMobil HoldingsXOM	<0.1%	$236,662	1,731	-9%
Vanguard World FDVGT	<0.1%	$229,120	1,917	New
Dimensional ETF TrustDFSV	<0.1%	$225,370	5,810	New
Vanguard Index FDSVO	<0.1%	$223,884	2,778	New
Ishares TRAOM	<0.1%	$215,874	4,327	New
Ishares TRIJH	<0.1%	$207,966	2,697	New

Options (1)

State STR Spdr S&P 500 ETF TSPY
Type
Call
Value
$373,385
Contracts
500

Company	Type	Value	Contracts
State STR Spdr S&P 500 ETF TSPY	Call	$373,385	500

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 17.2% since 30 June 2025.

Where the money is

Technology1.0%

Media & telecom0.4%

Retail & consumer0.4%

Everyday goods0.2%

Financial services0.1%

Real estate0.1%

Energy0.1%

Other97.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.