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Latest Aquire Wealth Advisors, LLC Stock Portfolio

$442Million | No. of Holdings #53

Aquire Wealth Advisors, LLC Performance

2026 Q3+0.07%
YTD+9.50%
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 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aquire Wealth Advisors, LLC reported an equity portfolio of $442.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Aquire Wealth Advisors, LLC are DFAC, DFAC, DFAC. The fund has invested 44% of it's portfolio in DIMENSIONAL ETF TRUST and 12.8% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), META PLATFORMS INC (META) and MICROSOFT CORP (MSFT). Aquire Wealth Advisors, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, ISHARES TR (IJR) and VANGUARD STAR FDS (VXUS). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP (APH), VANGUARD INDEX FDS (VB) and VANGUARD SCOTTSDALE FDS (BNDW).
Aquire Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$442Million
  as of Oct 23, 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 0.07% in the last quarter. In trailing 12 months, it's portfolio return was 11.9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp281,720
ishares tr211,196
vanguard star fds208,279
New stocks bought by Aquire Wealth Advisors, LLC

Additions

Ticker% Inc.
amphenol corp100
vanguard index fds20.52
vanguard scottsdale fds10.27
nvidia corporation5.68
dimensional etf trust4.02
dimensional etf trust3.97
dimensional etf trust3.04
apple inc2.71
Additions to existing portfolio by Aquire Wealth Advisors, LLC

Reductions

Ticker% Reduced
dimensional etf trust-22.07
meta platforms inc-15.87
microsoft corp-14.87
ishares tr-13.71
dimensional etf trust-11.47
spdr series trust-10.14
vanguard index fds-8.93
netflix inc.-8.76
Aquire Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-225,370
ishares tr-207,966
exxon mobil corp-236,662
Aquire Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Aquire Wealth Advisors, LLC has about 97.9% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others97.9
Technology1.2

Market Cap. Distribution

Aquire Wealth Advisors, LLC has about 2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97.9
MEGA-CAP2

Stocks belong to which Index?

About 2.1% of the stocks held by Aquire Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.9
S&P 5002.1
Top 5 Winners (%)%
MSFT
microsoft corp
34.6 %
META
meta platforms inc
26.4 %
AAPL
apple inc
14.8 %
NVDA
nvidia corporation
13.7 %
VAW
vanguard world fd
5.1 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
2.5 M
BIL
spdr series trust
0.6 M
NVDA
nvidia corporation
0.3 M
DFAC
dimensional etf trust
0.2 M
AAPL
apple inc
0.2 M
Top 5 Losers (%)%
APH
amphenol corp
-45.0 %
TSLA
tesla inc
-15.5 %
AVGO
broadcom inc
-7.0 %
VB
vanguard index fds
-6.7 %
MDY
state str spdr s&p midcap 40
-6.6 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-1.0 M
AAXJ
ishares tr
-0.6 M
IJR
ishares tr
-0.6 M
APH
amphenol corp
-0.4 M
BIL
spdr series trust
-0.3 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 89.8% 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.

$442.49MTotal Value
56.00Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Aquire Wealth Advisors, LLC, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
2.15%94,317
$9.54M
2.15%
increased 0.45 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
1.92%167,748
$8.50M
1.92%
decreased 5.53 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0.1%4,700
$457.2K
0.1%
decreased 13.71 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0.07%4,631
$317.3K
0.07%
decreased 6.33 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Aquire Wealth Advisors, LLC's holding in Ishares Tr over time
0.05%4,443
$216.6K
0.05%
increased 2.68 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
9.42%453,027
$41.70M
9.42%
decreased 2.97 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
1.2%164,044
$5.30M
1.2%
decreased 1.11 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
1.12%203,816
$4.97M
1.12%
decreased 1.44 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.55%56,899
$2.43M
0.55%
decreased 5.32 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.48%87,027
$2.12M
0.48%
decreased 2.9 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Aquire Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.25%24,087
$1.12M
0.25%
decreased 10.14 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Aquire Wealth Advisors, LLC's holding in Vanguard Scottsdale Fds over time
0.45%15,399
$1.99M
0.45%
increased 10.27 percentadded
BUZZ
Vaneck Etf Trust

Vaneck Etf Trust

BUZZ
Aquire Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.15%15,421
$678.5K
0.15%
decreased 2.66 percentreduced
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Aquire Wealth Advisors, LLC's holding in Spdr Index Shs Fds over time
2.83%249,603
$12.53M
2.83%
decreased 4.21 percentreduced
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Aquire Wealth Advisors, LLC's holding in Spdr Index Shs Fds over time
2.17%185,385
$9.60M
2.17%
decreased 4.23 percentreduced