Aquire Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Aquire Wealth Advisors, LLC reported 43 stock positions worth $297.7 million. Its top holding was Dimensional US Core Equity M (DFAU) at 42.4% of the portfolio, followed by Dimensional International (DFAI, 11.5%) and Dimensional Emerging Core Eq (DFAE, 9.3%). Compared with Q1 2024, it opened 1 new position, sold out of 4, added to 20 and reduced 14. The biggest buy was Dimensional US Core Equity M (DFAU, shares +4%) and the biggest sale an exit from Reaves Utility Income Fund (UTG).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $297.7M (Q2 2024)
- SEC Filing
- 0001172661-24-003378 ↗ filed Aug 14, 2024
Holdings Value
Holdings 43 stocks · $297.7M
| DFAU Dimensional US Core Equity M | 42.43% | 3,369,490 | $126.3M | Add +4.3% |
| DFAI Dimensional International Co. | 11.51% | 1,154,562 | $34.3M | Add +7.2% |
| DFAE Dimensional Emerging Core Eq | 9.25% | 1,064,769 | $27.5M | Add +5.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 7.34% | 329,500 | $21.9M | Reduce -3.1% |
| AGG iShares Core U.S. Aggregate | 3.55% | 109,015 | $10.6M | Add +8.4% |
| MUB iShares National Muni Bond E | 2.81% | 78,441 | $8.4M | Add +4.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.12% | 179,868 | $6.3M | Reduce -2.8% |
| SPIB SS SPDR P Int C Corp. ETF | 1.81% | 165,277 | $5.4M | Add +4.5% |
| SPIP SS SPDR P Tips ETF | 1.70% | 199,618 | $5.1M | Add +5.6% |
| TFLO iShares Treasury Floating Ra | 1.69% | 99,075 | $5.0M | Add +7.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.57% | 102,382 | $4.7M | Reduce -5.3% |
| IWV iShares Russell 3000 ETF | 1.56% | 15,008 | $4.6M | Reduce -0.4% |
| SHM SS SPDR N Ice St Muni ETF | 1.45% | 91,355 | $4.3M | Reduce -1.1% |
| SPEM State Street SP PTF Em ETF | 1.32% | 104,031 | $3.9M | Reduce -3.6% |
| SPAB SS SPDR P Agg Bond ETF | 1.20% | 142,726 | $3.6M | Reduce -0.6% |
| BSV Vanguard Short-Term Bond ETF | 1.08% | 42,000 | $3.2M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 0.73% | 44,155 | $2.2M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 8,030 | $2.1M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 0.71% | 25,106 | $2.1M | Reduce -3.1% |
| ITM Vaneck Intermediate Muni ETF | 0.63% | 41,027 | $1.9M | Add +0.3% |
| DFAC Dimensional US Core Equity 2 | 0.61% | 56,047 | $1.8M | Reduce -2.0% |
| DFAX Dimensional World Ex US Core | 0.58% | 68,352 | $1.7M | Add +0.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.40% | 11,946 | $1.2M | No change |
| LQDH iShares Int Hedg Corp. BD ETF | 0.40% | 12,710 | $1.2M | No change |
| AAPL Apple Inc. | 0.39% | 5,566 | $1.2M | Add +2.8% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 18,117 | $793K | Reduce -3.2% |
| AMZN Amazon.com Inc. | 0.23% | 3,553 | $687K | Add +0.3% |
| NVDA Nvidia Corp. | 0.21% | 5,170 | $639K | Add +3.0% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,197 | $599K | Add +0.9% |
| RWO State Street SPDR Dow Jones | 0.19% | 13,851 | $575K | Reduce -1.8% |
| SCHB Schwab US Broad Market ETF | 0.19% | 8,981 | $565K | No change |
| TSLA Tesla Inc. | 0.16% | 2,381 | $471K | Reduce -16.8% |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 5,088 | $380K | Add +5.7% |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,977 | $360K | Add +2.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.11% | 3,028 | $324K | Add +0.4% |
| GLD SPDR Gold Shares | 0.11% | 1,504 | $323K | No change |
| MSFT Microsoft Corp. | 0.10% | 692 | $309K | Add +13.4% |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,249 | $239K | Add +5.8% |
| MDY State Street SPDR S&P Midcap | 0.08% | 444 | $238K | No change |
| CVX Chevron Corp. | 0.07% | 1,302 | $204K | No change |
| USDX Sgi Enhanced Core ETF | 0.07% | 7,877 | $202K | New |
| XMUIX BlackRock Municipal Income | 0.06% | 14,871 | $184K | No change |
| SBI Western Asset Intermediate | 0.05% | 19,660 | $155K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| UTG Reaves Utility Income Fund | Sold out | 0.00% | −0.44 |
| XCHYX Calamos Convert & High Inc. | Sold out | 0.00% | −0.31 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.1% | 7.34% | −0.28 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.8% | 2.12% | −0.20 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -5.3% | 1.57% | −0.18 |
| NAC Nuveen Ca QLTY Muni Inc. | Sold out | 0.00% | −0.14 |
| ERC Allspring Multi-Sector Inc. | Sold out | 0.00% | −0.09 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -1.1% | 1.45% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -3.1% | 0.71% | −0.08 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -0.6% | 1.20% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.5% | 0.73% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -3.6% | 1.32% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.0% | 0.61% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -0.4% | 1.56% | −0.03 |
| RWO State Street SPDR Dow Jones | Reduce -1.8% | 0.19% | −0.02 |
| TSLA Tesla Inc. | Reduce -16.8% | 0.16% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.72% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.2% | 0.27% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| DFAU Dimensional US Core Equity M | Add +4.3% | 42.43% | +1.19 |
| DFAE Dimensional Emerging Core Eq | Add +5.1% | 9.25% | +0.50 |
| DFAI Dimensional International Co. | Add +7.2% | 11.51% | +0.13 |
| AGG iShares Core U.S. Aggregate | Add +8.4% | 3.55% | +0.11 |
| AAPL Apple Inc. | Add +2.8% | 0.39% | +0.07 |
| USDX Sgi Enhanced Core ETF | New | 0.07% | +0.07 |
| TFLO iShares Treasury Floating Ra | Add +7.9% | 1.69% | +0.06 |
| NVDA Nvidia Corp. | Add +3.0% | 0.21% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.12% | +0.02 |
| MSFT Microsoft Corp. | Add +13.4% | 0.10% | +0.01 |
| SPIP SS SPDR P Tips ETF | Add +5.6% | 1.70% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.3% | 0.23% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +5.7% | 0.13% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +5.8% | 0.08% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 0.20% | +0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +4.5% | 1.81% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.4% | 0.11% | −0.01 |
| MUB iShares National Muni Bond E | Add +4.5% | 2.81% | −0.01 |
| DFAX Dimensional World Ex US Core | Add +0.5% | 0.58% | −0.02 |
| ITM Vaneck Intermediate Muni ETF | Add +0.3% | 0.63% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +0.8% | 1.08% | −0.03 |
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 |