Aquire Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Aquire Wealth Advisors, LLC reported 53 stock positions worth $436.0 million. Its top holding was Dimensional US Core Equity M (DFAU) at 42.8% of the portfolio, followed by Dimensional International (DFAI, 12.4%) and Dimensional Emerging Core Eq (DFAE, 10.5%). Compared with Q1 2026, it opened 6 new positions, sold out of 1, added to 19 and reduced 23. The biggest buy was Dimensional US Core Equity M (DFAU, shares +6%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $436.0M (Q2 2026)
- SEC Filing
- 0001172661-26-003106 ↗ filed Aug 6, 2026
Holdings Value
Holdings 53 stocks · $436.0M
| DFAU Dimensional US Core Equity M | 42.84% | 3,613,432 | $186.8M | Add +5.7% |
| DFAI Dimensional International Co. | 12.43% | 1,314,008 | $54.2M | Add +7.7% |
| DFAE Dimensional Emerging Core Eq | 10.46% | 1,134,603 | $45.6M | Add +3.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 9.72% | 466,911 | $42.4M | Reduce -3.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.01% | 260,566 | $13.1M | Reduce -4.5% |
| AGG iShares Core U.S. Aggregate | 2.94% | 129,620 | $12.8M | Reduce -9.4% |
| MUB iShares National Muni Bond E | 2.32% | 93,898 | $10.1M | Reduce -9.7% |
| SPEM State Street SP PTF Em ETF | 2.30% | 193,566 | $10.0M | Reduce -4.3% |
| TFLO iShares Treasury Floating Ra | 2.06% | 177,566 | $9.0M | Add +58.8% |
| SPIB SS SPDR P Int C Corp. ETF | 1.27% | 165,882 | $5.6M | Reduce -10.9% |
| IWV iShares Russell 3000 ETF | 1.26% | 12,834 | $5.5M | Reduce -4.2% |
| SPIP SS SPDR P Tips ETF | 1.22% | 206,789 | $5.3M | Reduce -9.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.63% | 60,099 | $2.8M | Reduce -18.9% |
| VEA Vanguard Ftse Developed ETF | 0.59% | 36,214 | $2.6M | Reduce -5.6% |
| DFAC Dimensional US Core Equity 2 | 0.58% | 57,169 | $2.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 6,545 | $2.4M | Reduce -0.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.52% | 89,629 | $2.3M | Reduce -12.7% |
| NVDA Nvidia Corp. | 0.42% | 9,107 | $1.8M | Add +0.6% |
| VONG Vanguard Russell 1000 Growth | 0.41% | 13,965 | $1.8M | No change |
| VNQ Vanguard Real Estate ETF | 0.37% | 16,722 | $1.6M | Add +0.7% |
| AAPL Apple Inc. | 0.32% | 4,827 | $1.4M | Add +2.7% |
| DFAX Dimensional World Ex US Core | 0.30% | 35,808 | $1.3M | Add +0.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.29% | 26,806 | $1.3M | Reduce -5.7% |
| VOO Vanguard S&P 500 ETF | 0.22% | 1,394 | $957K | Reduce -11.3% |
| GOOGL Alphabet Inc. Class A | 0.21% | 2,591 | $926K | Add +11.7% |
| TSLA Tesla Inc. | 0.21% | 2,189 | $921K | Add +7.8% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 15,224 | $909K | Reduce -6.6% |
| COST Costco Wholesale Corp. | 0.18% | 833 | $779K | Add +0.8% |
| AMZN Amazon.com Inc. | 0.18% | 3,268 | $779K | Reduce -1.0% |
| ITM Vaneck Intermediate Muni ETF | 0.17% | 15,843 | $744K | Reduce -18.0% |
| SCHB Schwab US Broad Market ETF | 0.15% | 23,143 | $670K | No change |
| GLD SPDR Gold Shares | 0.13% | 1,505 | $554K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 5,447 | $532K | Add +2.5% |
| MSFT Microsoft Corp. | 0.11% | 1,291 | $482K | Add +14.4% |
| APH Amphenol Corp. Class A | 0.11% | 2,604 | $459K | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 563 | $421K | Add +1.3% |
| RWO State Street SPDR Dow Jones | 0.08% | 7,378 | $367K | Reduce -9.7% |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,944 | $344K | Add +2.1% |
| META Meta Platforms Inc. Class A | 0.08% | 605 | $341K | Add +11.2% |
| SCHF Schwab Intl Equity ETF | 0.08% | 11,961 | $331K | Add +4.8% |
| MDY State Street SPDR S&P Midcap | 0.07% | 446 | $314K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 597 | $299K | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.06% | 712 | $269K | New |
| AHR American Healthcare REIT Inc. | 0.06% | 5,147 | $268K | No change |
| GOOG Alphabet Inc. Class C | 0.06% | 726 | $257K | Reduce -0.8% |
| NFLX Netflix Inc. | 0.06% | 3,539 | $253K | Add +2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 974 | $237K | Reduce -13.4% |
| XOM Exxon Mobil Corp. | 0.05% | 1,731 | $237K | Reduce -8.8% |
| VGT Vanguard Info Tech ETF | 0.05% | 1,917 | $229K | New |
| DFSV Dimensional US Small Cap Val | 0.05% | 5,810 | $225K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 2,778 | $224K | New |
| AOM iShares Core 40/60 Moderate | 0.05% | 4,327 | $216K | New |
| IJH iShares Core S&P Midcap ETF | 0.05% | 2,697 | $208K | New |
Options reported separately and not counted above: SPY calls ($373K).
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -9.4% | 2.94% | −0.79 |
| MUB iShares National Muni Bond E | Reduce -9.7% | 2.32% | −0.58 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.9% | 9.72% | −0.38 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -10.9% | 1.27% | −0.37 |
| SPIP SS SPDR P Tips ETF | Reduce -9.4% | 1.22% | −0.34 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.5% | 3.01% | −0.26 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -18.9% | 0.63% | −0.25 |
| SPEM State Street SP PTF Em ETF | Reduce -4.3% | 2.30% | −0.20 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -12.7% | 0.52% | −0.17 |
| ITM Vaneck Intermediate Muni ETF | Reduce -18.0% | 0.17% | −0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.06 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.7% | 0.29% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.6% | 0.59% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -4.2% | 1.26% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -8.8% | 0.05% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -11.3% | 0.22% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.6% | 0.21% | −0.02 |
| RWO State Street SPDR Dow Jones | Reduce -9.7% | 0.08% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -13.4% | 0.05% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.07% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 0.18% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.56% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 0.06% | +0.00 |
| APH Amphenol Corp. Class A | Reduce -3.0% | 0.11% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAU Dimensional US Core Equity M | Add +5.7% | 42.84% | +2.28 |
| DFAE Dimensional Emerging Core Eq | Add +3.7% | 10.46% | +0.73 |
| TFLO iShares Treasury Floating Ra | Add +58.8% | 2.06% | +0.57 |
| AVGO Broadcom Inc. | New | 0.06% | +0.06 |
| VGT Vanguard Info Tech ETF | New | 0.05% | +0.05 |
| DFSV Dimensional US Small Cap Val | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.05% | +0.05 |
| AOM iShares Core 40/60 Moderate | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +11.7% | 0.21% | +0.04 |
| TSLA Tesla Inc. | Add +7.8% | 0.21% | +0.01 |
| AAPL Apple Inc. | Add +2.7% | 0.32% | +0.01 |
| NVDA Nvidia Corp. | Add +0.6% | 0.42% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +4.8% | 0.08% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 0.10% | +0.00 |
| MSFT Microsoft Corp. | Add +14.4% | 0.11% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +0.5% | 0.07% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +2.5% | 0.12% | −0.00 |
| AOR iShares Core 60/40 Balanced | Add +2.1% | 0.08% | −0.00 |
| META Meta Platforms Inc. Class A | Add +11.2% | 0.08% | −0.00 |
| DFAX Dimensional World Ex US Core | Add +0.0% | 0.30% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 0.37% | −0.02 |
| NFLX Netflix Inc. | Add +2.7% | 0.06% | −0.03 |
| COST Costco Wholesale Corp. | Add +0.8% | 0.18% | −0.04 |
| DFAI Dimensional International Co. | Add +7.7% | 12.43% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $436.0M | DFAU, DFAI, DFAE, SPTM, SPDW |
| Q1 2026 | 48 | $380.2M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q4 2025 | 48 | $384.3M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q3 2025 | 49 | $406.0M | DFAU, DFAI, SPTM, DFAE, AGG |
| Q2 2025 | 46 | $372.1M | DFAU, SPTM, DFAI, DFAE, AGG |
| Q1 2025 | 48 | $324.9M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q4 2024 | 50 | $322.9M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q3 2024 | 46 | $318.6M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q2 2024 | 43 | $297.7M | DFAU, DFAI, DFAE, SPTM, AGG |
| Q1 2024 | 46 | $286.1M | DFAU, DFAI, DFAE, SPTM, AGG |