Latest Aquire Wealth Advisors, LLC Stock Portfolio

Aquire Wealth Advisors, LLC Performance:

2026 Q1: -1.5%YTD: -1.5%2025: 15.7%

Performance for 2026 Q1 is -1.5%, and YTD is -1.5%, and 2025 is 15.7%.

About Aquire Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Aquire Wealth Advisors, LLC is a hedge fund based in South Jordan, UT. On 2026-04-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aquire Wealth Advisors, LLC reported an equity portfolio of $380.6 Millions as of 31 Mar, 2026.

The top stock holdings of Aquire Wealth Advisors, LLC are DFAC, DFAC, BIL. The fund has invested 40.5% of it's portfolio in DIMENSIONAL ETF TRUST and 12.5% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off VANGUARD INDEX FDS (VB), ISHARES TR (AOA) and ANGEL STUDIOS INC stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), SPDR SERIES TRUST (BIL) and VANGUARD INDEX FDS (VB). Aquire Wealth Advisors, LLC opened new stock positions in COSTCO WHOLESALE CORPORATION (COST), EXXON MOBIL CORP (XOM) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), MICROSOFT CORP (MSFT) and APPLE INC (AAPL).

Aquire Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Aquire Wealth Advisors, LLC made a return of -1.5% in the last quarter. In trailing 12 months, it's portfolio return was 15.76%.

Performance
S&P 500

New Buys

Ticker	$ Bought
costco wholesale corporation	823,051
exxon mobil corp	321,845
alphabet inc	209,840

New stocks bought by Aquire Wealth Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	59.67
microsoft corp	47.84
apple inc	19.14
meta platforms inc	17.75
amazon com inc	14.11
alphabet inc	13.73
nvidia corporation	13.6
tesla inc	10.15

Additions to existing portfolio by Aquire Wealth Advisors, LLC

Reductions

Ticker	% Reduced
dimensional etf trust	-49.84
spdr series trust	-27.87
spdr series trust	-17.41
vanguard index fds	-14.71
spdr index shs fds	-13.04
spdr series trust	-6.07
spdr index shs fds	-5.78
spdr series trust	-5.62

Aquire Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
angel studios inc	-130,102
ishares tr	-206,671
vanguard index fds	-328,021

Aquire Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Aquire Wealth Advisors, LLC has about 98% of it's holdings in Others sector.

Sector	%
Others	98

Market Cap. Distribution

Aquire Wealth Advisors, LLC has about 1.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98
MEGA-CAP	1.9

Stocks belong to which Index?

About 2% of the stocks held by Aquire Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98
S&P 500	2

Top 5 Winners (%)		%
GLD	spdr gold tr	8.6 %
DFAC	dimensional etf trust	3.9 %
FNDA	schwab strategic tr	3.0 %
DFAC	dimensional etf trust	2.8 %
CWI	spdr index shs fds	2.7 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	1.4 M
DFAC	dimensional etf trust	1.0 M
CWI	spdr index shs fds	0.3 M
DFAC	dimensional etf trust	0.1 M
VEA	vanguard tax-managed fds	0.1 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-20.4 %
TSLA	tesla inc	-16.7 %
META	meta platforms inc	-12.4 %
BNDW	vanguard scottsdale fds	-9.9 %
AMZN	amazon com inc	-9.2 %

Top 5 Losers ($)		$
DFAC	dimensional etf trust	-5.7 M
BIL	spdr series trust	-1.7 M
IJR	ishares tr	-0.2 M
BNDW	vanguard scottsdale fds	-0.2 M
TSLA	tesla inc	-0.2 M

Aquire Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Aquire Wealth Advisors, LLC

Aquire Wealth Advisors, LLC has 48 stocks in it's portfolio. About 88.4% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Aquire Wealth Advisors, LLC last quarter.

Last Reported on: 10 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.31	4,700	1,192,900	added	19.14

AAXJ	ishares tr	2.90	103,929	11,032,100	reduced	-1.46

ACWF	ishares tr	1.49	111,810	5,660,960	added	59.67

AMZN	amazon com inc	0.18	3,300	687,291	added	14.11

AOA	ishares tr	0.12	5,315	470,324	added	2.37

AOA	ishares tr	0.08	4,843	311,647	added	2.89

AOA	ishares tr	0.00	0.00	0.00	sold off	-100

APH	amphenol corp	0.09	2,686	339,376	reduced	-3.73

BIL	spdr series trust	10.10	485,989	38,422,300	reduced	-6.07

BIL	spdr series trust	1.64	186,180	6,244,480	reduced	-1.43

BIL	spdr series trust	1.56	228,137	5,933,850	reduced	-2.98

BIL	spdr series trust	0.88	74,097	3,359,560	reduced	-17.41

BIL	spdr series trust	0.69	102,618	2,629,080	reduced	-5.62

BIL	spdr series trust	0.36	28,435	1,360,050	reduced	-27.87

BNDW	vanguard scottsdale fds	0.40	13,965	1,531,820	unchanged	0.00

BUZZ	vaneck etf trust	0.24	19,314	896,749	added	0.12

COST	costco wholesale corporation	0.22	826	823,051	new

CWI	spdr index shs fds	3.27	272,766	12,451,800	reduced	-5.36

CWI	spdr index shs fds	2.49	202,211	9,485,710	reduced	-5.78

CWI	spdr index shs fds	0.10	8,174	374,124	reduced	-13.04