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Latest Aquire Wealth Advisors, LLC Stock Portfolio

$436Million | No. of Holdings #53

Aquire Wealth Advisors, LLC Performance

2026 Q2+11.09%
YTD+9.42%
2025+15.70%

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 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aquire Wealth Advisors, LLC reported an equity portfolio of $436.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Aquire Wealth Advisors, LLC are DFAC, DFAC, DFAC. The fund has invested 42.8% of it's portfolio in DIMENSIONAL ETF TRUST and 12.4% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), VANECK ETF TRUST (BUZZ) and VANGUARD INDEX FDS (VB). Aquire Wealth Advisors, LLC opened new stock positions in BROADCOM INC (AVGO), VANGUARD WORLD FD (VAW) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), MICROSOFT CORP (MSFT) and ALPHABET INC (GOOG).
Aquire Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$436Million
  as of Aug 06, 2026

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

Our best estimate is that Aquire Wealth Advisors, LLC made a return of 11.09% in the last quarter. In trailing 12 months, it's portfolio return was 19.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
broadcom inc268,958
vanguard world fd229,120
dimensional etf trust225,370
vanguard index fds223,884
ishares tr215,874
ishares tr207,966
New stocks bought by Aquire Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares tr58.81
microsoft corp14.45
alphabet inc11.68
meta platforms inc11.21
tesla inc7.83
dimensional etf trust7.73
dimensional etf trust5.7
schwab strategic tr4.8
Additions to existing portfolio by Aquire Wealth Advisors, LLC

Reductions

Ticker% Reduced
spdr series trust-18.89
vaneck etf trust-17.97
vanguard index fds-13.42
spdr series trust-12.66
vanguard index fds-11.27
spdr series trust-10.9
spdr index shs fds-9.74
ishares tr-9.65
Aquire Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-238,906
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.

  • Others
Sector%
Others98

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED98
MEGA-CAP1.9

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.

  • Others
  • S&P 500
Index%
Others98
S&P 5002
Top 5 Winners (%)%
APH
amphenol corp
39.0 %
GOOG
alphabet inc
23.3 %
GOOG
alphabet inc
22.7 %
DFAC
dimensional etf trust
18.4 %
BNDW
vanguard scottsdale fds
16.5 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
23.1 M
DFAC
dimensional etf trust
7.1 M
BIL
spdr series trust
5.6 M
DFAC
dimensional etf trust
2.9 M
CWI
spdr index shs fds
1.3 M
Top 5 Losers (%)%
NFLX
netflix inc.
-25.5 %
XOM
exxon mobil corp
-18.6 %
GLD
spdr gold tr
-14.4 %
COST
costco wholesale corporation
-6.1 %
META
meta platforms inc
-1.5 %
Top 5 Losers ($)$
GLD
spdr gold tr
-0.1 M
NFLX
netflix inc.
-0.1 M
BIL
spdr series trust
-0.1 M
XOM
exxon mobil corp
-0.1 M
COST
costco wholesale corporation
-0.1 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 53 stocks in it's portfolio. About 89.3% of the portfolio is in top 10 stocks. GLD proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Aquire Wealth Advisors, LLC last quarter.

$435.96MTotal Value
54.00Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Aquire Wealth Advisors, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
2.32%93,898
$10.11M
2.32%
decreased 9.65 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
2.06%177,566
$8.99M
2.06%
increased 58.81 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0.12%5,447
$531.6K
0.12%
increased 2.48 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0.08%4,944
$343.7K
0.08%
increased 2.09 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0.05%4,327
$215.9K
0.05%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
9.71%466,911
$42.39M
9.71%
decreased 3.93 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
1.27%165,882
$5.55M
1.27%
decreased 10.9 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
1.22%206,789
$5.31M
1.22%
decreased 9.36 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.63%60,099
$2.75M
0.63%
decreased 18.89 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.52%89,629
$2.29M
0.52%
decreased 12.66 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.3%26,806
$1.29M
0.3%
decreased 5.73 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Aquire Wealth Advisors, LLC's holding in Vanguard Scottsdale Fds over time
0.41%13,965
$1.78M
0.41%
unchanged 0 percentunchanged
BUZZ
Vaneck Etf Trust

Vaneck Etf Trust

BUZZ
Aquire Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.17%15,843
$744.5K
0.17%
decreased 17.97 percentreduced
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Aquire Wealth Advisors, LLC's holding in Spdr Index Shs Fds over time
3.01%260,566
$13.13M
3.01%
decreased 4.47 percentreduced
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Aquire Wealth Advisors, LLC's holding in Spdr Index Shs Fds over time
2.3%193,566
$10.02M
2.3%
decreased 4.28 percentreduced