Institutional Manager · CIK 0001745945
Aquire Wealth Advisors, LLC
South Jordan, UT · File #028-21667
Latest AUM
$384.6M
Positions
49
Top-10 Concentration
88.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202549 pos · $384.6M
- 13F HOLDINGS REPORTQ/E Sep 202550 pos · $406.3M
- 13F HOLDINGS REPORTQ/E Jun 202546 pos · $372.1M
- 13F HOLDINGS REPORTQ/E Mar 202548 pos · $324.9M
- 13F HOLDINGS REPORTQ/E Dec 202450 pos · $322.9M
- 13F HOLDINGS REPORTQ/E Sep 202446 pos · $318.6M
- 13F HOLDINGS REPORTQ/E Jun 202443 pos · $297.7M
- 13F HOLDINGS REPORTQ/E Mar 202446 pos · $286.1M
- 13F HOLDINGS REPORTQ/E Dec 202339 pos · $239.8M
- 13F HOLDINGS REPORTQ/E Sep 202339 pos · $250.6M
- 13F HOLDINGS REPORTQ/E Jun 202339 pos · $228.5M
- 13F HOLDINGS REPORTQ/E Mar 202335 pos · $201.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 3,315,971 | $155.2M | 40.35% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,207,997 | $46.0M | 11.97% |
| 3 | SPDR SERIES TRUST | 78464A805 | 517,386 | $42.7M | 11.10% |
| 4 | DIMENSIONAL ETF TRUST | 25434V302 | 1,081,599 | $35.2M | 9.16% |
| 5 | ISHARES TR | 464287226 | 143,524 | $14.3M | 3.73% |
| 6 | SPDR INDEX SHS FDS | 78463X889 | 288,204 | $12.8M | 3.33% |
| 7 | ISHARES TR | 464288414 | 105,464 | $11.3M | 2.94% |
| 8 | SPDR INDEX SHS FDS | 78463X509 | 214,608 | $10.0M | 2.61% |
| 9 | SPDR SERIES TRUST | 78464A375 | 188,873 | $6.4M | 1.66% |
| 10 | SPDR SERIES TRUST | 78464A656 | 235,154 | $6.1M | 1.59% |
| 11 | ISHARES TR | 464287689 | 13,402 | $5.2M | 1.35% |
| 12 | SPDR SERIES TRUST | 78468R721 | 89,713 | $4.1M | 1.07% |
| 13 | ISHARES TR | 46434V860 | 70,025 | $3.5M | 0.92% |
| 14 | SPDR SERIES TRUST | 78464A649 | 108,729 | $2.8M | 0.73% |
| 15 | VANGUARD TAX-MANAGED FDS | 921943858 | 40,036 | $2.5M | 0.65% |
| 16 | DIMENSIONAL ETF TRUST | 25434V880 | 71,381 | $2.3M | 0.61% |
| 17 | VANGUARD INDEX FDS | 922908769 | 6,869 | $2.3M | 0.60% |
| 18 | DIMENSIONAL ETF TRUST | 25434V708 | 57,169 | $2.3M | 0.59% |
| 19 | SPDR SERIES TRUST | 78468R739 | 39,423 | $1.9M | 0.49% |
| 20 | VANGUARD INDEX FDS | 922908553 | 19,462 | $1.7M | 0.45% |