Aquire Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Aquire Wealth Advisors, LLC 13F Holdings
CIK 0001745945 · SOUTH JORDAN, UT
As of Sep 30, 2025, Aquire Wealth Advisors, LLC reported
49 positions worth $406.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 3,605,368 |
|
65.0M40.60% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 1,249,322 | $45.4M | 11.18% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 535,588 | $43.2M | 10.63% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 1,134,204 | $35.8M | 8.80% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 159,307 |
6.0M | 3.93% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 298,322 |
2.8M | 3.14% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 106,269 |
1.3M | 2.79% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 220,439 |
0.3M | 2.54% |
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 159,392 | $8.1M | 1.98% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 205,354 | $7.0M | 1.71% |
| STATE STREET(R) SPDR(R) PORTFOLIO TIPS ETF | SPIP | — | 253,190 | $6.7M | 1.64% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 13,820 | $5.2M | 1.29% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 36,941 | $4.5M | 1.10% |
| STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF | TFI | — | 88,877 | $4.1M | 1.00% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 119,495 | $3.1M | 0.76% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 8,203 | $2.7M | 0.66% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 41,144 | $2.5M | 0.61% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 71,210 | $2.2M | 0.55% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 57,169 | $2.2M | 0.54% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 22,041 | $2.0M | 0.50% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 38,337 |
.8M | 0.45% |
| NVIDIA CORP | NVDA | Technology | 8,034 |
.5M | 0.37% |
| APPLE INC | AAPL | Technology | 4,395 |
.1M | 0.28% |
| TESLA INC | TSLA | Consumer Cyclical | 2,152 | $957.0K | 0.24% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 16,856 | $913.3K | 0.22% |