The Analysis of Aquire Wealth Advisors, LLC's Holdings


Currently, Aquire Wealth Advisors, LLC holds 48 types of securities in its portfolio with a total value $384.3M. In the most recent quarter, they have increased their positions in SCHF (+11.4K shares, valued at $274.4K), NFLX (+2.8K shares, valued at $265.0K), AOM (+4.3K shares, valued at $206.7K); decreased their positions in DFAU (-289.4K shares, valued at $13.5M), TFLO (-89.4K shares, valued at $4.5M), VONG (-23.0K shares, valued at $2.8M); initiated new positions in SCHF (+11.4K shares, valued at $274.4K), AOM (+4.3K shares, valued at $206.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST3.3M shares-8.03%2025-12-312026-01-07history
DFAI DIMENSIONAL ETF TRUST1.2M shares-3.31%2025-12-312026-01-07history
SPTM SPDR SERIES TRUST517.4K shares-3.40%2025-12-312026-01-07history
DFAE DIMENSIONAL ETF TRUST1.1M shares-4.64%2025-12-312026-01-07history
AGG ISHARES TR143.5K shares-9.91%2025-12-312026-01-07history
SPDW SPDR INDEX SHS FDS288.2K shares-3.39%2025-12-312026-01-07history
MUB ISHARES TR105.5K shares-0.76%2025-12-312026-01-07history
SPEM SPDR INDEX SHS FDS214.6K shares-2.65%2025-12-312026-01-07history
Sponsored
SPIB SPDR SERIES TRUST188.9K shares-8.03%2025-12-312026-01-07history
SPIP SPDR SERIES TRUST235.2K shares-7.12%2025-12-312026-01-07history
IWV ISHARES TR13.4K shares-3.02%2025-12-312026-01-07history
TFI SPDR SERIES TRUST89.7K shares0.94%2025-12-312026-01-07history
TFLO ISHARES TR70.0K shares-56.07%2025-12-312026-01-07history
SPAB SPDR SERIES TRUST108.7K shares-9.01%2025-12-312026-01-07history
VEA VANGUARD TAX-MANAGED FDS40.0K shares-2.69%2025-12-312026-01-07history
DFAX DIMENSIONAL ETF TRUST71.4K shares0.24%2025-12-312026-01-07history
Sponsored
VTI VANGUARD INDEX FDS6.9K shares-16.26%2025-12-312026-01-07history
DFAC DIMENSIONAL ETF TRUST57.2K shares0.00%2025-12-312026-01-07history
SHM SPDR SERIES TRUST39.4K shares2.83%2025-12-312026-01-07history
VNQ VANGUARD INDEX FDS19.5K shares-11.70%2025-12-312026-01-07history
VONG VANGUARD SCOTTSDALE FDS14.0K shares-62.20%2025-12-312026-01-07history
NVDA NVIDIA CORPORATION8.0K shares-0.76%2025-12-312026-01-07history
AAPL APPLE INC3.9K shares-10.24%2025-12-312026-01-07history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares16.28%2025-12-312026-01-07history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F17.1K shares1.61%2025-12-312026-01-07history
ITM VANECK ETF TRUST19.3K shares0.17%2025-12-312026-01-07history
TSLA TESLA INC1.8K shares-14.36%2025-12-312026-01-07history
AMZN AMAZON COM INC2.9K shares-12.12%2025-12-312026-01-07history
ALPHABET INC ALPHABET INC2.0K shares-5.86%2025-12-312026-01-07history
SCHB SCHWAB STRATEGIC TR22.9K shares-9.33%2025-12-312026-01-07history
GLD SPDR GOLD TR1.5K shares-0.33%2025-12-312026-01-07history
AOA ISHARES TR5.2K shares-13.98%2025-12-312026-01-07history
Sponsored
RWO SPDR INDEX SHS FDS9.4K shares-5.92%2025-12-312026-01-07history
APH AMPHENOL CORP NEW2.8K shares-2.82%2025-12-312026-01-07history
SPY SPDR S&P 500 ETF TR548 shares2.43%2025-12-312026-01-07history
MSFT MICROSOFT CORP763 shares-5.45%2025-12-312026-01-07history
VO VANGUARD INDEX FDS1.1K shares0.89%2025-12-312026-01-07history
AOR ISHARES TR4.7K shares2.57%2025-12-312026-01-07history
META META PLATFORMS INC462 shares-6.10%2025-12-312026-01-07history
NFLX NETFLIX INC3.1K shares900.00%2025-12-312026-01-07history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL546 shares1.68%2025-12-312026-01-07history
SCHF SCHWAB STRATEGIC TR11.4K sharesnew addition2025-12-312026-01-07history
MDY SPDR S&P MIDCAP 400 ETF TR444 shares0.00%2025-12-312026-01-07history
AHR AMERICAN HEALTHCARE REIT INC5.1K shares0.00%2025-12-312026-01-07history
LQD ISHARES TR2.2K shares0.83%2025-12-312026-01-07history
VBR VANGUARD INDEX FDS1.1K shares17.41%2025-12-312026-01-07history
AOM ISHARES TR4.3K sharesnew addition2025-12-312026-01-07history
ANGX ANGEL STUDIOS INC27.9K shares0.00%2025-12-312026-01-07history
Sponsored

Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR500 shares0.00%2025-12-312026-01-07history

Put Option Holdings
No put option holdings data available