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Aquire Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $442,870,569
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $194,951,747
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $56,599,004
- DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG · 25434V302 · shares: $46,394,967
- SPDR SERIES TRUST · ST STR PR SP1500 · 78464A805 · shares: $41,701,145
- SPDR INDEX SHS FDS · ST STR PO EX ETF · 78463X889 · shares: $12,532,557
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $12,379,729
- SPDR INDEX SHS FDS · ST PORT MARK ETF · 78463X509 · shares: $9,595,517
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $9,535,449
- ISHARES TR · TRS FLT RT BD · 46434V860 · shares: $8,499,810
- ISHARES TR · RUSSELL 3000 ETF · 464287689 · shares: $5,481,219
Reported holdings
54 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 3,723,295 shares | $194,951,747 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 1,366,136 shares | $56,599,004 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 1,180,233 shares | $46,394,967 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 453,027 shares | $41,701,145 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 249,603 shares | $12,532,557 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 130,947 shares | $12,379,729 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 185,385 shares | $9,595,517 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 94,317 shares | $9,535,449 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 167,748 shares | $8,499,810 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 12,698 shares | $5,481,219 |
| SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | — | 164,044 shares | $5,295,340 |
| SPDR SERIES TRUST | ST STR TIPS ETF | 78464A656 | — | 203,816 shares | $4,967,001 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 36,073 shares | $2,547,143 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 6,519 shares | $2,439,805 |
| SPDR SERIES TRUST | ST STR NUVEE ETF | 78468R721 | — | 56,899 shares | $2,433,570 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 9,624 shares | $2,197,910 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | — | 87,027 shares | $2,119,972 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 15,399 shares | $1,985,393 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 44,551 shares | $1,980,292 |
| APPLE INC | COM | 037833100 | — | 4,958 shares | $1,651,116 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 15,228 shares | $1,364,876 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,680 shares | $1,177,447 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 31,702 shares | $1,173,610 |
| SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | — | 24,087 shares | $1,123,659 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 15,218 shares | $902,603 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,597 shares | $893,739 |
| AMAZON COM INC | COM | 023135106 | — | 3,112 shares | $775,240 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 842 shares | $766,506 |
| TESLA INC | COM | 88160R101 | — | 2,152 shares | $763,431 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 92189H201 | — | 15,421 shares | $678,524 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 21,310 shares | $624,596 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,500 shares | $571,260 |
| MICROSOFT CORP | COM | 594918104 | — | 1,099 shares | $563,505 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 4,700 shares | $457,169 |
| AMPHENOL CORP | CL A | 032095101 | — | 5,208 shares | $439,034 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 548 shares | $418,261 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | CALL | 500 shares | $381,315 |
| META PLATFORMS INC | CL A | 30303M102 | — | 509 shares | $369,117 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 12,128 shares | $333,156 |
| SPDR INDEX SHS FDS | ST DOW GLOBA ETF | 78463X749 | — | 7,008 shares | $325,171 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 4,631 shares | $317,297 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 597 shares | $297,276 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 444 shares | $291,579 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,731 shares | $281,720 |
| AMERICAN HEALTHCARE REIT INC | COM SHS | 398182303 | — | 5,147 shares | $263,835 |
| BROADCOM INC | COM | 11135F101 | — | 719 shares | $252,506 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,947 shares | $244,679 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 704 shares | $239,863 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 993 shares | $229,445 |
| NETFLIX INC. | COM | 64110L106 | — | 3,229 shares | $224,674 |
| ISHARES TR | CORE 40 MODE ETF | 464289875 | — | 4,443 shares | $216,552 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 760 shares | $211,196 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 2,451 shares | $208,279 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 2,560 shares | $200,763 |