Investor
Aquire Wealth Advisors, LLC
CIK 0001745945 · filed 2026-04-10 · SEC filing
13F book
$380.6M
Positions
48
3 new · 3 sold
Largest name
40.5%
Dimensional Etf Trust
Est. mark
−$5.75M
Price effect on 45 names still held. Flow $1.72M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 3.42M | $154.2M | 40.5% | −$5.57M | Added−$948K |
| Dimensional Etf Trust | — | 1.22M | $47.5M | 12.5% | $1.03M | Added$1.48M |
| Spdr Series Trust | — | 486K | $38.4M | 10.1% | −$1.67M | Cut−$4.26M |
| Dimensional Etf Trust | — | 1.09M | $37M | 9.7% | $1.4M | Added$1.8M |
| Ishares Tr | — | 143.1K | $14.2M | 3.7% | −$87.3K | Cut−$126.2K |
| Spdr Index Shs Fds | — | 272.8K | $12.5M | 3.3% | $338.2K | Cut−$347.4K |
| Ishares Tr | — | 103.9K | $11M | 2.9% | −$99.8K | Cut−$264.2K |
| Spdr Index Shs Fds | — | 202.2K | $9.49M | 2.5% | $20.2K | Cut−$560.1K |
| Spdr Series Trust | — | 186.2K | $6.24M | 1.6% | −$50.3K | Cut−$141.3K |
| Spdr Series Trust | — | 228.1K | $5.93M | 1.6% | $13.7K | Cut−$168.4K |
| Ishares Tr | — | 111.8K | $5.66M | 1.5% | $11.9K | Added$2.13M |
| Ishares Tr | — | 13.4K | $4.97M | 1.3% | −$216.6K | Cut−$218.2K |
| Spdr Series Trust | — | 74.1K | $3.36M | 0.9% | −$27.4K | Cut−$741.2K |
| Spdr Series Trust | — | 102.6K | $2.63M | 0.7% | −$13.3K | Cut−$170.7K |
| Vanguard Tax-Managed Fds | — | 38.4K | $2.46M | 0.6% | $61.7K | Cut−$42K |
| Dimensional Etf Trust | — | 57.2K | $2.22M | 0.6% | −$41.7K | Held |
| Vanguard Index Fds | — | 6.58K | $2.11M | 0.6% | −$95.4K | Cut−$191K |
| Nvidia Corp | NVDA | 9.06K | $1.58M | 0.4% | −$96.5K | Added$92.6K |
| Vanguard Scottsdale Fds | — | 14K | $1.53M | 0.4% | −$168.4K | Held |
| Vanguard Index Fds | — | 16.6K | $1.47M | 0.4% | $3.48K | Cut−$249.8K |
| Spdr Series Trust | — | 28.4K | $1.36M | 0.4% | −$4.55K | Cut−$531.9K |
| Dimensional Etf Trust | — | 35.8K | $1.22M | 0.3% | $44.4K | Cut−$1.12M |
| Apple Inc. | AAPL | 4.7K | $1.19M | 0.3% | −$71.2K | Added$120.4K |
| Vanguard Index Fds | — | 1.57K | $938.8K | 0.2% | −$46.1K | Added−$37.7K |
| Vaneck Etf Trust | — | 19.3K | $896.7K | 0.2% | −$14.1K | Added−$13K |
| Vanguard Intl Equity Index F | — | 16.3K | $881K | 0.2% | $4.73K | Cut−$39.8K |
| Costco Whsl Corp New | — | 826 | $823.1K | 0.2% | — | New |
| Tesla, Inc. | TSLA | 2.03K | $754.7K | 0.2% | −$143.7K | Added−$74.2K |
| Amazon Com Inc | AMZN | 3.3K | $687.3K | 0.2% | −$65.2K | Added$19.8K |
| Alphabet Inc | — | 2.32K | $667.2K | 0.2% | −$51.9K | Added$28.6K |
| Spdr Gold Tr | — | 1.5K | $647.6K | 0.2% | $51.1K | Held |
| Schwab Strategic Tr | — | 23.1K | $580.9K | 0.2% | −$25.9K | Added−$19.9K |
| Ishares Tr | — | 5.32K | $470.3K | 0.1% | −$5.56K | Added$5.33K |
| Microsoft Corp | MSFT | 1.13K | $417.7K | 0.1% | −$86.5K | Added$48.7K |
| Spdr Index Shs Fds | — | 8.17K | $374.1K | 0.1% | $6.13K | Cut−$49.1K |
| Spdr S&P 500 Etf Tr | — | 556 | $361.8K | 0.1% | −$17.3K | Added−$12K |
| Amphenol Corp New | — | 2.69K | $339.4K | 0.1% | −$23.6K | Cut−$37.7K |
| Netflix Inc | NFLX | 3.45K | $331.3K | 0.1% | $7.51K | Added$36.9K |
| Exxon Mobil Corp | — | 1.9K | $321.8K | 0.1% | — | New |
| Ishares Tr | — | 4.84K | $311.6K | 0.1% | −$3.11K | Added$5.64K |
| Meta Platforms, Inc. | META | 544 | $311.3K | 0.1% | −$40.6K | Added$6.28K |
| Berkshire Hathaway Inc Del | — | 598 | $286.6K | 0.1% | −$12.8K | Added$12.1K |
| Schwab Strategic Tr | — | 11.4K | $282.5K | 0.1% | $8.1K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 444 | $273.8K | 0.1% | $5.98K | Held |
| Vanguard Index Fds | — | 1.13K | $244.5K | 0.1% | $6.24K | Cut$4.55K |
| American Healthcare REIT, Inc. | AHR | 5.15K | $242.7K | 0.1% | $515 | Held |
| Ishares Tr | — | 2.19K | $238.9K | 0.1% | −$2.62K | Added−$1.53K |
| Alphabet Inc | — | 732 | $209.8K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.