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Latest Aquire Wealth Advisors, LLC Stock Portfolio

$380Million | No. of Holdings #48

Aquire Wealth Advisors, LLC Performance

2026 Q1-1.50%
YTD-1.50%
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 2026-04-10, 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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 10 Apr, 2026
$380Million
  as of Apr 10, 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 -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 corporation823,051
exxon mobil corp321,845
alphabet inc209,840
New stocks bought by Aquire Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares tr59.67
microsoft corp47.84
apple inc19.14
meta platforms inc17.75
amazon com inc14.11
alphabet inc13.73
nvidia corporation13.6
tesla inc10.15
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.

  • 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 (%)%
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.

$380.23MTotal Value
51.00Positions
10 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Aquire Wealth Advisors, LLC, last reported on 10 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
2.9%103,929
$11.03M
2.9%
decreased 1.46 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
1.49%111,810
$5.66M
1.49%
increased 59.67 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0.12%5,315
$470.3K
0.12%
increased 2.37 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0.08%4,843
$311.6K
0.08%
increased 2.89 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
10.1%485,989
$38.42M
10.1%
decreased 6.07 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
1.64%186,180
$6.24M
1.64%
decreased 1.43 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
1.56%228,137
$5.93M
1.56%
decreased 2.98 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.88%74,097
$3.36M
0.88%
decreased 17.41 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.69%102,618
$2.63M
0.69%
decreased 5.62 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.36%28,435
$1.36M
0.36%
decreased 27.87 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Aquire Wealth Advisors, LLC's holding in Vanguard Scottsdale Fds over time
0.4%13,965
$1.53M
0.4%
unchanged 0 percentunchanged
BUZZ
Vaneck Etf Trust

Vaneck Etf Trust

BUZZ
Aquire Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.24%19,314
$896.7K
0.24%
increased 0.12 percentadded
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Aquire Wealth Advisors, LLC's holding in Spdr Index Shs Fds over time
3.27%272,766
$12.45M
3.27%
decreased 5.36 percentreduced
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Aquire Wealth Advisors, LLC's holding in Spdr Index Shs Fds over time
2.49%202,211
$9.49M
2.49%
decreased 5.78 percentreduced
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Aquire Wealth Advisors, LLC's holding in Spdr Index Shs Fds over time
0.1%8,174
$374.1K
0.1%
decreased 13.04 percentreduced