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Latest Aquire Wealth Advisors, LLC Stock Portfolio

$262Million

Equity Portfolio Value
Last Reported on: 11 Jan, 2024

About Aquire Wealth Advisors, LLC and it’s 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 $263 Millions as of 31 Dec, 2023.

The top stock holdings of Aquire Wealth Advisors, LLC are DFAC, DFAC, DFAC. The fund has invested 39.8% of it's portfolio in DIMENSIONAL ETF TRUST and 11.2% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off CHEVRON CORP NEW (CVX) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), SPDR SER TR (BIL) and SPDR INDEX SHS FDS (CWI). Aquire Wealth Advisors, LLC opened new stock positions in NVIDIA CORPORATION (NVDA) and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AOA), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD INDEX FDS (VOO).

New Buys

Ticker$ Bought
NVIDIA CORPORATION222,849
ISHARES TR206,856

New stocks bought by Aquire Wealth Advisors, LLC

Additions

Ticker% Inc.
ISHARES TR11.82
DIMENSIONAL ETF TRUST6.09
VANGUARD INDEX FDS5.09
ISHARES TR4.49
SPDR SER TR3.33
SPDR SER TR2.83
DIMENSIONAL ETF TRUST2.4
ISHARES TR2.38

Additions to existing portfolio by Aquire Wealth Advisors, LLC

Reductions

Ticker% Reduced
VANGUARD INTL EQUITY INDEX F-15.25
SPDR SER TR-11.22
SPDR INDEX SHS FDS-10.75
VANGUARD INDEX FDS-10.21
SPDR INDEX SHS FDS-9.44
VANGUARD TAX-MANAGED FDS-7.21
SPDR INDEX SHS FDS-6.38
VANGUARD INDEX FDS-6.13

Aquire Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
CHEVRON CORP NEW-219,543

Aquire Wealth Advisors, LLC got rid off the above stocks

Current Stock Holdings of Aquire Wealth Advisors, LLC

Last Reported on: 11 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC0.405,5211,062,990UNCHANGED0.00
AAXJISHARES TR3.0273,3497,951,760ADDED1.14
ACWFISHARES TR2.14111,4195,623,300REDUCED-3.19
AGGISHARES TR3.6897,5639,683,130ADDED4.49
AGGISHARES TR1.6015,3344,197,530REDUCED-5.52
AGGISHARES TR0.133,015333,640ADDED0.67
AMPSISHARES TR0.4411,8761,170,860ADDED2.38
AMZNAMAZON COM INC0.203,531536,500UNCHANGED0.00
AOAISHARES TR0.124,568315,420ADDED11.82
AOAISHARES TR0.083,889206,856NEW
BILSPDR SER TR7.68345,31320,183,500REDUCED-4.56
BILSPDR SER TR1.98110,9995,216,950REDUCED-11.22
BILSPDR SER TR1.98158,8775,215,930ADDED2.83
BILSPDR SER TR1.83188,3694,816,600ADDED3.33
BILSPDR SER TR1.7093,5264,469,610REDUCED-2.05
BILSPDR SER TR1.49153,2743,929,940REDUCED-0.6
BIVVANGUARD BD INDEX FDS1.2241,5383,199,260ADDED0.72
BUZZVANECK ETF TRUST0.7642,2651,987,720REDUCED-1.3
CCRVISHARES U S ETF TR0.4512,6041,173,220UNCHANGED0.00
CVXCHEVRON CORP NEW0.000.000.00SOLD OFF-100
CWISPDR INDEX SHS FDS2.44188,3036,404,180REDUCED-6.38
CWISPDR INDEX SHS FDS1.47109,4203,874,560REDUCED-9.44
CWISPDR INDEX SHS FDS0.2414,508634,145REDUCED-10.75
DFACDIMENSIONAL ETF TRUST39.763,144,850104,566,000ADDED2.38
DFACDIMENSIONAL ETF TRUST11.221,030,71029,519,600ADDED2.4
DFACDIMENSIONAL ETF TRUST8.86966,33623,298,400ADDED6.09
DFACDIMENSIONAL ETF TRUST0.6457,1991,671,930UNCHANGED0.00
DFACDIMENSIONAL ETF TRUST0.6267,3051,643,590ADDED0.74
FNDASCHWAB STRATEGIC TR0.198,890494,906REDUCED-1.88
GLDSPDR GOLD TR0.111,504287,520REDUCED-1.89
GOOGALPHABET INC0.101,924268,764ADDED0.63
MDYSPDR S&P MIDCAP 400 ETF TR0.09444225,277UNCHANGED0.00
NVDANVIDIA CORPORATION0.09450222,849NEW
TSLATESLA INC0.293,090767,803REDUCED-0.87
VEAVANGUARD TAX-MANAGED FDS0.8244,8612,148,860REDUCED-7.21
VEUVANGUARD INTL EQUITY INDEX F0.2918,752770,687REDUCED-15.25
VOOVANGUARD INDEX FDS0.9026,7422,362,960REDUCED-10.21
VOOVANGUARD INDEX FDS0.667,3301,738,870REDUCED-6.13
VOOVANGUARD INDEX FDS0.181,095478,296ADDED5.09
BLACKROCK MUNICIPAL INCOME0.0714,871173,098UNCHANGED0.00
WESTERN ASSET INTER MUNI FD0.0619,660151,382UNCHANGED0.00