Holders — by stockHoldings — by fund
Aquire Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001745945
$436.3M
disclosed book value
53
positions
42.8%
largest position share
Positions, as of 2026-06-30
top 54 of 53 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 3.6M | $186.8M | 42.8% |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1.3M | $54.2M | 12.4% |
| 3 | DFAEDIMENSIONAL ETF TRUST | 1.1M | $45.6M | 10.5% |
| 4 | SPTMSPDR SERIES TRUST | 466,911 | $42.4M | 9.7% |
| 5 | SPDWSPDR INDEX SHS FDS | 260,566 | $13.1M | 3% |
| 6 | AGGISHARES TR | 129,620 | $12.8M | 2.9% |
| 7 | MUBISHARES TR | 93,898 | $10.1M | 2.3% |
| 8 | SPEMSPDR INDEX SHS FDS | 193,566 | $10.0M | 2.3% |
| 9 | TFLOISHARES TR | 177,566 | $9.0M | 2.1% |
| 10 | SPIBSPDR SERIES TRUST | 165,882 | $5.6M | 1.3% |
| 11 | IWVISHARES TR | 12,834 | $5.5M | 1.3% |
| 12 | SPIPSPDR SERIES TRUST | 206,789 | $5.3M | 1.2% |
| 13 | TFISPDR SERIES TRUST | 60,099 | $2.8M | 0.6% |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 36,214 | $2.6M | 0.6% |
| 15 | DFACDIMENSIONAL ETF TRUST | 57,169 | $2.5M | 0.6% |
| 16 | VTIVANGUARD INDEX FDS | 6,545 | $2.4M | 0.6% |
| 17 | SPABSPDR SERIES TRUST | 89,629 | $2.3M | 0.5% |
| 18 | NVDANVIDIA CORPORATION | 9,107 | $1.8M | 0.4% |
| 19 | VONGVANGUARD SCOTTSDALE FDS | 13,965 | $1.8M | 0.4% |
| 20 | VNQVANGUARD INDEX FDS | 16,722 | $1.6M | 0.4% |
| 21 | AAPLAPPLE INC | 4,827 | $1.4M | 0.3% |
| 22 | DFAXDIMENSIONAL ETF TRUST | 35,808 | $1.3M | 0.3% |
| 23 | SHMSPDR SERIES TRUST | 26,806 | $1.3M | 0.3% |
| 24 | VOOVANGUARD INDEX FDS | 1,394 | $957,457 | 0.2% |
| 25 | GOOGLALPHABET INC | 2,591 | $926,104 | 0.2% |
| 26 | TSLATESLA INC | 2,189 | $920,693 | 0.2% |
| 27 | VWOVANGUARD INTL EQUITY INDEX F | 15,224 | $908,742 | 0.2% |
| 28 | COSTCOSTCO WHOLESALE CORPORATION | 833 | $779,247 | 0.2% |
| 29 | AMZNAMAZON COM INC | 3,268 | $778,895 | 0.2% |
| 30 | ITMVANECK ETF TRUST | 15,843 | $744,463 | 0.2% |
| 31 | SCHBSCHWAB STRATEGIC TR | 23,143 | $670,232 | 0.2% |
| 32 | GLDSPDR GOLD TR | 1,505 | $554,412 | 0.1% |
| 33 | AOAISHARES TR | 5,447 | $531,627 | 0.1% |
| 34 | MSFTMICROSOFT CORP | 1,291 | $481,839 | 0.1% |
| 35 | APHAMPHENOL CORP | 2,604 | $459,137 | 0.1% |
| 36 | SPYSTATE STR SPDR S&P 500 ETF T | 563 | $420,700 | 0.1% |
| 37 | SPYSTATE STR SPDR S&P 500 ETF TCALL | 500 | $373,385 | 0.1% |
| 38 | RWOSPDR INDEX SHS FDS | 7,378 | $366,760 | 0.1% |
| 39 | AORISHARES TR | 4,944 | $343,653 | 0.1% |
| 40 | METAMETA PLATFORMS INC | 605 | $340,817 | 0.1% |
| 41 | SCHFSCHWAB STRATEGIC TR | 11,961 | $331,320 | 0.1% |
| 42 | MDYSTATE STR SPDR S&P MIDCAP 40 | 446 | $313,690 | 0.1% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 597 | $298,733 | 0.1% |
| 44 | AVGOBROADCOM INC | 712 | $268,958 | 0.1% |
| 45 | AHRAMERICAN HEALTHCARE REIT INC | 5,147 | $268,416 | 0.1% |
| 46 | GOOGALPHABET INC | 726 | $256,740 | 0.1% |
| 47 | NFLXNETFLIX INC. | 3,539 | $252,685 | 0.1% |
| 48 | VBRVANGUARD INDEX FDS | 974 | $236,862 | 0.1% |
| 49 | XOMEXXON MOBIL CORP | 1,731 | $236,662 | 0.1% |
| 50 | VGTVANGUARD WORLD FD | 1,917 | $229,120 | 0.1% |
| 51 | DFSVDIMENSIONAL ETF TRUST | 5,810 | $225,370 | 0.1% |
| 52 | VOVANGUARD INDEX FDS | 2,778 | $223,884 | 0.1% |
| 53 | AOMISHARES TR | 4,327 | $215,874 | 0% |
| 54 | IJHISHARES TR | 2,697 | $207,966 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.