Aquire Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Aquire Wealth Advisors, LLC reported 46 stock positions worth $286.1 million. Its top holding was Dimensional US Core Equity M (DFAU) at 41.2% of the portfolio, followed by Dimensional International (DFAI, 11.4%) and Dimensional Emerging Core Eq (DFAE, 8.8%). Compared with Q4 2023, it opened 6 new positions, added to 18 and reduced 16. The biggest buy was Dimensional US Core Equity M (DFAU, shares +3%) and the biggest sale iShares Treasury Floating Ra (TFLO, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $286.1M (Q1 2024)
- SEC Filing
- 0001172661-24-002182 ↗ filed May 13, 2024
Holdings Value
Holdings 46 stocks · $286.1M
| DFAU Dimensional US Core Equity M | 41.24% | 3,229,409 | $118.0M | Add +2.7% |
| DFAI Dimensional International Co. | 11.37% | 1,076,712 | $32.5M | Add +4.5% |
| DFAE Dimensional Emerging Core Eq | 8.75% | 1,013,074 | $25.0M | Add +4.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 7.63% | 340,208 | $21.8M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 3.44% | 100,585 | $9.9M | Add +3.1% |
| MUB iShares National Muni Bond E | 2.82% | 75,035 | $8.1M | Add +2.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.32% | 185,006 | $6.6M | Reduce -1.8% |
| SPIB SS SPDR P Int C Corp. ETF | 1.81% | 158,239 | $5.2M | Reduce -0.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.76% | 108,052 | $5.0M | Reduce -2.6% |
| SPIP SS SPDR P Tips ETF | 1.69% | 189,041 | $4.8M | Add +0.4% |
| TFLO iShares Treasury Floating Ra | 1.63% | 91,842 | $4.7M | Reduce -17.6% |
| IWV iShares Russell 3000 ETF | 1.58% | 15,075 | $4.5M | Reduce -1.7% |
| SHM SS SPDR N Ice St Muni ETF | 1.53% | 92,329 | $4.4M | Reduce -1.3% |
| SPEM State Street SP PTF Em ETF | 1.36% | 107,911 | $3.9M | Reduce -1.4% |
| SPAB SS SPDR P Agg Bond ETF | 1.27% | 143,625 | $3.6M | Reduce -6.3% |
| BSV Vanguard Short-Term Bond ETF | 1.12% | 41,661 | $3.2M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.79% | 44,819 | $2.2M | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 0.78% | 25,912 | $2.2M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 8,084 | $2.1M | Add +10.3% |
| ITM Vaneck Intermediate Muni ETF | 0.66% | 40,887 | $1.9M | Reduce -3.3% |
| DFAC Dimensional US Core Equity 2 | 0.64% | 57,199 | $1.8M | No change |
| DFAX Dimensional World Ex US Core | 0.60% | 68,023 | $1.7M | Add +1.1% |
| UTG Reaves Utility Income Fund | 0.44% | 46,915 | $1.3M | New |
| LQDH iShares Int Hedg Corp. BD ETF | 0.42% | 12,710 | $1.2M | Add +0.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.42% | 11,946 | $1.2M | Add +0.6% |
| AAPL Apple Inc. | 0.32% | 5,413 | $928K | Reduce -2.0% |
| XCHYX Calamos Convert & High Inc. | 0.31% | 75,306 | $889K | New |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 18,708 | $781K | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.22% | 3,542 | $639K | Add +0.3% |
| RWO State Street SPDR Dow Jones | 0.21% | 14,100 | $604K | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,186 | $570K | Add +8.3% |
| SCHB Schwab US Broad Market ETF | 0.19% | 8,981 | $548K | Add +1.0% |
| TSLA Tesla Inc. | 0.18% | 2,861 | $503K | Reduce -7.4% |
| NVDA Nvidia Corp. | 0.16% | 502 | $454K | Add +11.6% |
| NAC Nuveen Ca QLTY Muni Inc. | 0.14% | 36,882 | $406K | New |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 4,814 | $354K | Add +5.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.11% | 3,015 | $328K | No change |
| GLD SPDR Gold Shares | 0.11% | 1,504 | $309K | No change |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,933 | $292K | Add +0.5% |
| MSFT Microsoft Corp. | 0.09% | 610 | $257K | New |
| ERC Allspring Multi-Sector Inc. | 0.09% | 27,323 | $255K | New |
| MDY State Street SPDR S&P Midcap | 0.09% | 444 | $247K | No change |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,018 | $224K | Add +3.3% |
| CVX Chevron Corp. | 0.07% | 1,302 | $205K | New |
| XMUIX BlackRock Municipal Income | 0.06% | 14,871 | $179K | No change |
| SBI Western Asset Intermediate | 0.05% | 19,660 | $156K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| TFLO iShares Treasury Floating Ra | Reduce -17.6% | 1.63% | −0.51 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -2.6% | 1.76% | −0.23 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -6.3% | 1.27% | −0.23 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -0.4% | 1.81% | −0.18 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -1.3% | 1.53% | −0.17 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.8% | 2.32% | −0.12 |
| TSLA Tesla Inc. | Reduce -7.4% | 0.18% | −0.12 |
| VNQ Vanguard Real Estate ETF | Reduce -3.1% | 0.78% | −0.12 |
| SPEM State Street SP PTF Em ETF | Reduce -1.4% | 1.36% | −0.11 |
| ITM Vaneck Intermediate Muni ETF | Reduce -3.3% | 0.66% | −0.09 |
| AAPL Apple Inc. | Reduce -2.0% | 0.32% | −0.08 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.5% | 7.63% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 0.79% | −0.03 |
| RWO State Street SPDR Dow Jones | Reduce -2.8% | 0.21% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.2% | 0.27% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -1.7% | 1.58% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| DFAU Dimensional US Core Equity M | Add +2.7% | 41.24% | +1.48 |
| UTG Reaves Utility Income Fund | New | 0.44% | +0.44 |
| XCHYX Calamos Convert & High Inc. | New | 0.31% | +0.31 |
| DFAI Dimensional International Co. | Add +4.5% | 11.37% | +0.15 |
| NAC Nuveen Ca QLTY Muni Inc. | New | 0.14% | +0.14 |
| MSFT Microsoft Corp. | New | 0.09% | +0.09 |
| ERC Allspring Multi-Sector Inc. | New | 0.09% | +0.09 |
| NVDA Nvidia Corp. | Add +11.6% | 0.16% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.3% | 0.73% | +0.07 |
| CVX Chevron Corp. | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.3% | 0.22% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 0.20% | +0.02 |
| AOA iShares Core 80/20 Aggressiv | Add +5.4% | 0.12% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +1.0% | 0.19% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.10% | −0.00 |
| AOR iShares Core 60/40 Balanced | Add +3.3% | 0.08% | −0.00 |
| DFAX Dimensional World Ex US Core | Add +1.1% | 0.60% | −0.02 |
| LQDH iShares Int Hedg Corp. BD ETF | Add +0.8% | 0.42% | −0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +0.6% | 0.42% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +0.3% | 1.12% | −0.10 |
| DFAE Dimensional Emerging Core Eq | Add +4.8% | 8.75% | −0.11 |
| SPIP SS SPDR P Tips ETF | Add +0.4% | 1.69% | −0.14 |
| MUB iShares National Muni Bond E | Add +2.3% | 2.82% | −0.20 |
| AGG iShares Core U.S. Aggregate | Add +3.1% | 3.44% | −0.24 |
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 |