Latest Aquire Wealth Advisors, LLC Stock Portfolio

Aquire Wealth Advisors, LLC Performance:

2025 Q4: 1.73%YTD: 15.18%2024: 11.58%

Performance for 2025 Q4 is 1.73%, and YTD is 15.18%, and 2024 is 11.58%.

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 13-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $314.3 Millions. In it's latest 13F Holdings report, Aquire Wealth Advisors, LLC reported an equity portfolio of $384.6 Millions as of 31 Dec, 2025.

The top stock holdings of Aquire Wealth Advisors, LLC are DFAC, DFAC, BIL. The fund has invested 40.4% of it's portfolio in DIMENSIONAL ETF TRUST and 12% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ELI LILLY & CO (LLY), VANGUARD WORLD FD (VAW) and WESTERN ASSET INTER MUNI FD stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), ISHARES TR (ACWF) and VANGUARD INDEX FDS (VB). Aquire Wealth Advisors, LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD INDEX FDS (VB) and SPDR SERIES TRUST (BIL).

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

Our best estimate is that Aquire Wealth Advisors, LLC made a return of 1.73% in the last quarter. In trailing 12 months, it's portfolio return was 15.18%.

Performance
S&P 500

New Buys

Ticker	$ Bought
schwab strategic tr	274,369
ishares tr	206,671

New stocks bought by Aquire Wealth Advisors, LLC

Additions

Ticker	% Inc.
netflix inc	900
vanguard index fds	17.41
vanguard index fds	16.28
spdr series trust	2.83
ishares tr	2.57
spdr s&p 500 etf tr	2.43
berkshire hathaway inc del	1.68
vanguard intl equity index f	1.61

Additions to existing portfolio by Aquire Wealth Advisors, LLC

Reductions

Ticker	% Reduced
vanguard scottsdale fds	-62.2
ishares tr	-56.07
vanguard index fds	-16.26
tesla inc	-14.36
ishares tr	-13.98
amazon com inc	-12.12
vanguard index fds	-11.7
apple inc	-10.24

Aquire Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
western asset inter muni fd	-155,511
eli lilly & co	-450,933
vanguard world fd	-200,097

Aquire Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Aquire Wealth Advisors, LLC has about 98.4% of it's holdings in Others sector.

Sector	%
Others	98.4

Market Cap. Distribution

Aquire Wealth Advisors, LLC has about 1.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98.4
MEGA-CAP	1.5

Stocks belong to which Index?

About 1.6% of the stocks held by Aquire Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.4
S&P 500	1.6

Top 5 Winners (%)		%
GOOG	alphabet inc	27.9 %
	american healthcare reit inc	12.0 %
GLD	spdr gold tr	11.5 %
APH	amphenol corp new	9.1 %
AAPL	apple inc	6.4 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	3.6 M
DFAC	dimensional etf trust	2.2 M
DFAC	dimensional etf trust	1.2 M
BIL	spdr series trust	1.0 M
CWI	spdr index shs fds	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
	angel studios inc	-19.6 %
META	meta platforms inc	-9.8 %
MSFT	microsoft corp	-6.5 %
VB	vanguard index fds	-3.0 %

Top 5 Losers ($)		$
NFLX	netflix inc	-1.9 M
BIL	spdr series trust	-0.1 M
VB	vanguard index fds	-0.1 M
IJR	ishares tr	-0.1 M
META	meta platforms inc	0.0 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. NFLX 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: 07 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.28	3,945	1,072,490	reduced	-10.24

AAXJ	ishares tr	2.94	105,464	11,296,200	reduced	-0.76

ACWF	ishares tr	0.92	70,025	3,533,450	reduced	-56.07

AMZN	amazon com inc	0.17	2,892	667,531	reduced	-12.12

AOA	ishares tr	0.12	5,192	464,996	reduced	-13.98

AOA	ishares tr	0.08	4,707	306,002	added	2.57

AOA	ishares tr	0.05	4,330	206,671	new

APH	amphenol corp new	0.10	2,790	377,041	reduced	-2.82

BIL	spdr series trust	11.10	517,386	42,684,300	reduced	-3.4

BIL	spdr series trust	1.66	188,873	6,385,790	reduced	-8.03

BIL	spdr series trust	1.59	235,154	6,102,250	reduced	-7.12

BIL	spdr series trust	1.07	89,713	4,100,780	added	0.94

BIL	spdr series trust	0.73	108,729	2,799,770	reduced	-9.01

BIL	spdr series trust	0.49	39,423	1,891,910	added	2.83

BNDW	vanguard scottsdale fds	0.44	13,965	1,700,240	reduced	-62.2

BUZZ	vaneck etf trust	0.24	19,291	909,764	added	0.17

CWI	spdr index shs fds	3.33	288,204	12,799,100	reduced	-3.39

CWI	spdr index shs fds	2.61	214,608	10,045,800	reduced	-2.65

CWI	spdr index shs fds	0.11	9,400	423,188	reduced	-5.92

DFAC	dimensional etf trust	40.35	3,315,970	155,187,000	reduced	-8.03