Aquire Wealth Advisors, LLC
CIK: 0001745945SEC EDGAR →
Portfolio Value
$384.6M
Holdings
48
As of
Q4 2025
New Positions
48
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,315,971 | $155.2M | 40.35% |
| 2 | DIMENSIONAL ETF TRUST | 1,207,997 | $46.0M | 11.97% |
| 3 | SPDR SERIES TRUST | 517,386 | $42.7M | 11.10% |
| 4 | DIMENSIONAL ETF TRUST | 1,081,599 | $35.2M | 9.16% |
| 5 | ISHARES TR | 143,524 | $14.3M | 3.73% |
| 6 | SPDR INDEX SHS FDS | 288,204 | $12.8M | 3.33% |
| 7 | ISHARES TR | 105,464 | $11.3M | 2.94% |
| 8 | SPDR INDEX SHS FDS | 214,608 | $10.0M | 2.61% |
| 9 | SPDR SERIES TRUST | 188,873 | $6.4M | 1.66% |
| 10 | SPDR SERIES TRUST | 235,154 | $6.1M | 1.59% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (48)
$155.2M · 3.3M shares
$46.0M · 1.2M shares
$42.7M · 517K shares
$35.2M · 1.1M shares
$14.3M · 144K shares
$12.8M · 288K shares
$11.3M · 105K shares
$10.0M · 215K shares
$6.4M · 189K shares
$6.1M · 235K shares
$5.2M · 13K shares
$4.1M · 90K shares
$3.5M · 70K shares
$2.8M · 109K shares
$2.5M · 40K shares
$2.3M · 71K shares
$2.3M · 7K shares
$2.3M · 57K shares
$1.9M · 39K shares
$1.7M · 19K shares
$1.7M · 14K shares
$1.5M · 8K shares
$1.1M · 4K shares
$976K · 2K shares
$920K · 17K shares
$909K · 19K shares
$828K · 2K shares
$713K · 1K shares
$667K · 3K shares
$638K · 2K shares
$600K · 23K shares
$596K · 2K shares
$464K · 5K shares
$423K · 9K shares
$377K · 3K shares
$368K · 763 shares
$328K · 1K shares
$306K · 5K shares
$304K · 462 shares
$294K · 3K shares
$274K · 11K shares
$274K · 546 shares
$267K · 444 shares
$242K · 5K shares
$240K · 2K shares
$239K · 1K shares
$206K · 4K shares
$130K · 28K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $377.3M | 98.1% |
| Technology | 4 | $3.3M | 0.9% |
| Consumer Cyclical | 2 | $1.5M | 0.4% |
| Communication Services | 4 | $1.4M | 0.4% |
| Unknown | 2 | $870K | 0.2% |
| Real Estate | 1 | $242K | 0.1% |