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). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST3.3M shares-8.03%2025-12-312026-01-07
DFAI DIMENSIONAL ETF TRUST1.2M shares-3.31%2025-12-312026-01-07
SPTM SPDR SERIES TRUST517.4K shares-3.40%2025-12-312026-01-07
DFAE DIMENSIONAL ETF TRUST1.1M shares-4.64%2025-12-312026-01-07
AGG ISHARES TR143.5K shares-9.91%2025-12-312026-01-07
SPDW SPDR INDEX SHS FDS288.2K shares-3.39%2025-12-312026-01-07
MUB ISHARES TR105.5K shares-0.76%2025-12-312026-01-07
SPEM SPDR INDEX SHS FDS214.6K shares-2.65%2025-12-312026-01-07
SPIB SPDR SERIES TRUST188.9K shares-8.03%2025-12-312026-01-07
SPIP SPDR SERIES TRUST235.2K shares-7.12%2025-12-312026-01-07
IWV ISHARES TR13.4K shares-3.02%2025-12-312026-01-07
TFI SPDR SERIES TRUST89.7K shares0.94%2025-12-312026-01-07
TFLO ISHARES TR70.0K shares-56.07%2025-12-312026-01-07
SPAB SPDR SERIES TRUST108.7K shares-9.01%2025-12-312026-01-07
VEA VANGUARD TAX-MANAGED FDS40.0K shares-2.69%2025-12-312026-01-07
DFAX DIMENSIONAL ETF TRUST71.4K shares0.24%2025-12-312026-01-07
VTI VANGUARD INDEX FDS6.9K shares-16.26%2025-12-312026-01-07
DFAC DIMENSIONAL ETF TRUST57.2K shares0.00%2025-12-312026-01-07
SHM SPDR SERIES TRUST39.4K shares2.83%2025-12-312026-01-07
VNQ VANGUARD INDEX FDS19.5K shares-11.70%2025-12-312026-01-07
VONG VANGUARD SCOTTSDALE FDS14.0K shares-62.20%2025-12-312026-01-07
NVDA NVIDIA CORPORATION8.0K shares-0.76%2025-12-312026-01-07
AAPL APPLE INC3.9K shares-10.24%2025-12-312026-01-07
VWO VANGUARD INTL EQUITY INDEX F17.1K shares1.61%2025-12-312026-01-07
ITM VANECK ETF TRUST19.3K shares0.17%2025-12-312026-01-07
TSLA TESLA INC1.8K shares-14.36%2025-12-312026-01-07
AMZN AMAZON COM INC2.9K shares-12.12%2025-12-312026-01-07
ALPHABET INC ALPHABET INC2.0K shares-5.86%2025-12-312026-01-07
SCHB SCHWAB STRATEGIC TR22.9K shares-9.33%2025-12-312026-01-07
GLD SPDR GOLD TR1.5K shares-0.33%2025-12-312026-01-07
AOA ISHARES TR5.2K shares-13.98%2025-12-312026-01-07
RWO SPDR INDEX SHS FDS9.4K shares-5.92%2025-12-312026-01-07
APH AMPHENOL CORP NEW2.8K shares-2.82%2025-12-312026-01-07
SPY SPDR S&P 500 ETF TR548 shares2.43%2025-12-312026-01-07
MSFT MICROSOFT CORP763 shares-5.45%2025-12-312026-01-07
VO VANGUARD INDEX FDS1.1K shares0.89%2025-12-312026-01-07
AOR ISHARES TR4.7K shares2.57%2025-12-312026-01-07
META META PLATFORMS INC462 shares-6.10%2025-12-312026-01-07
NFLX NETFLIX INC3.1K shares900.00%2025-12-312026-01-07
SCHF SCHWAB STRATEGIC TR11.4K sharesnew addition2025-12-312026-01-07
MDY SPDR S&P MIDCAP 400 ETF TR444 shares0.00%2025-12-312026-01-07
AHR AMERICAN HEALTHCARE REIT INC5.1K shares0.00%2025-12-312026-01-07
LQD ISHARES TR2.2K shares0.83%2025-12-312026-01-07
VBR VANGUARD INDEX FDS1.1K shares17.41%2025-12-312026-01-07
AOM ISHARES TR4.3K sharesnew addition2025-12-312026-01-07
ANGX ANGEL STUDIOS INC27.9K shares0.00%2025-12-312026-01-07
Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR500 shares0.00%2025-12-312026-01-07
Put Option Holdings
No put option holdings data available