Aquire Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Aquire Wealth Advisors, LLC reported 50 stock positions worth $322.9 million. Its top holding was Dimensional US Core Equity M (DFAU) at 45.3% of the portfolio, followed by Dimensional International (DFAI, 11.7%) and Dimensional Emerging Core Eq (DFAE, 9.4%). Compared with Q3 2024, it opened 5 new positions, sold out of 1, added to 18 and reduced 21. The biggest buy was Dimensional US Core Equity M (DFAU, shares +3%) and the biggest sale SS SPDR P S&P 1500 Comp ETF (SPTM, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $322.9M (Q4 2024)
- SEC Filing
- 0001172661-25-000757 ↗ filed Feb 13, 2025
Holdings Value
Holdings 50 stocks · $322.9M
| DFAU Dimensional US Core Equity M | 45.34% | 3,616,414 | $146.4M | Add +3.5% |
| DFAI Dimensional International Co. | 11.75% | 1,299,227 | $37.9M | Add +8.1% |
| DFAE Dimensional Emerging Core Eq | 9.36% | 1,191,617 | $30.2M | Add +5.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 6.82% | 308,440 | $22.0M | Reduce -4.8% |
| AGG iShares Core U.S. Aggregate | 3.74% | 124,729 | $12.1M | Add +9.2% |
| MUB iShares National Muni Bond E | 2.75% | 83,437 | $8.9M | Add +6.4% |
| SPIB SS SPDR P Int C Corp. ETF | 1.81% | 178,128 | $5.8M | Add +5.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.79% | 169,019 | $5.8M | Reduce -4.0% |
| SPIP SS SPDR P Tips ETF | 1.69% | 215,418 | $5.5M | Add +6.0% |
| IWV iShares Russell 3000 ETF | 1.44% | 13,871 | $4.6M | Reduce -4.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.35% | 95,706 | $4.4M | Add +4.8% |
| SHM SS SPDR N Ice St Muni ETF | 1.24% | 84,592 | $4.0M | Reduce -5.6% |
| SPEM State Street SP PTF Em ETF | 1.16% | 97,754 | $3.8M | Reduce -4.1% |
| SPAB SS SPDR P Agg Bond ETF | 1.03% | 133,142 | $3.3M | Reduce -4.2% |
| BSV Vanguard Short-Term Bond ETF | 0.93% | 38,781 | $3.0M | Reduce -7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 8,127 | $2.4M | Reduce -1.7% |
| VNQ Vanguard Real Estate ETF | 0.64% | 23,184 | $2.1M | Reduce -6.0% |
| VEA Vanguard Ftse Developed ETF | 0.61% | 41,434 | $2.0M | Reduce -4.3% |
| DFAC Dimensional US Core Equity 2 | 0.61% | 57,169 | $2.0M | No change |
| DFAX Dimensional World Ex US Core | 0.54% | 69,501 | $1.7M | Add +1.1% |
| AAPL Apple Inc. | 0.44% | 5,720 | $1.4M | Add +1.1% |
| ITM Vaneck Intermediate Muni ETF | 0.36% | 24,907 | $1.1M | Reduce -39.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.34% | 10,993 | $1.1M | Reduce -8.9% |
| LQDH iShares Int Hedg Corp. BD ETF | 0.34% | 11,917 | $1.1M | Reduce -8.9% |
| TSLA Tesla Inc. | 0.28% | 2,224 | $898K | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 18,034 | $794K | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.24% | 3,538 | $776K | Reduce -9.0% |
| NVDA Nvidia Corp. | 0.23% | 5,460 | $733K | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,195 | $644K | Reduce -0.6% |
| SCHB Schwab US Broad Market ETF | 0.18% | 25,261 | $573K | Reduce -6.2% |
| TFLO iShares Treasury Floating Ra | 0.15% | 9,324 | $471K | Reduce -9.3% |
| RWO State Street SPDR Dow Jones | 0.14% | 10,737 | $461K | Reduce -10.3% |
| LLY Eli Lilly & Co. | 0.14% | 585 | $452K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 5,564 | $426K | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 0.12% | 2,106 | $399K | Add +5.5% |
| GLD SPDR Gold Shares | 0.12% | 1,571 | $380K | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 534 | $313K | Add +5.7% |
| MSFT Microsoft Corp. | 0.09% | 708 | $299K | Reduce -1.1% |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,671 | $268K | Add +5.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 589 | $267K | New |
| MDY State Street SPDR S&P Midcap | 0.08% | 444 | $253K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 417 | $244K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.08% | 2,281 | $244K | Reduce -25.1% |
| VGT Vanguard Info Tech ETF | 0.07% | 363 | $226K | Add +4.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 792 | $209K | New |
| COST Costco Wholesale Corp. | 0.06% | 223 | $204K | New |
| APH Amphenol Corp. Class A | 0.06% | 2,938 | $204K | New |
| NFLX Netflix Inc. | 0.06% | 228 | $203K | New |
| XMUIX BlackRock Municipal Income | 0.06% | 14,871 | $180K | No change |
| SBI Western Asset Intermediate | 0.05% | 19,660 | $152K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.8% | 6.82% | −0.31 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -4.0% | 1.79% | −0.29 |
| ITM Vaneck Intermediate Muni ETF | Reduce -39.2% | 0.36% | −0.25 |
| SPEM State Street SP PTF Em ETF | Reduce -4.1% | 1.16% | −0.16 |
| VNQ Vanguard Real Estate ETF | Reduce -6.0% | 0.64% | −0.11 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.6% | 1.24% | −0.11 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -4.2% | 1.03% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.7% | 0.93% | −0.11 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.3% | 0.61% | −0.10 |
| USDX Sgi Enhanced Core ETF | Sold out | 0.00% | −0.06 |
| IWV iShares Russell 3000 ETF | Reduce -4.4% | 1.44% | −0.05 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -8.9% | 0.34% | −0.04 |
| LQDH iShares Int Hedg Corp. BD ETF | Reduce -8.9% | 0.34% | −0.04 |
| RWO State Street SPDR Dow Jones | Reduce -10.3% | 0.14% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -25.1% | 0.08% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.1% | 0.25% | −0.03 |
| TFLO iShares Treasury Floating Ra | Reduce -9.3% | 0.15% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -6.2% | 0.18% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.7% | 0.73% | −0.01 |
| MSFT Microsoft Corp. | Reduce -1.1% | 0.09% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 0.20% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -9.0% | 0.24% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| DFAU Dimensional US Core Equity M | Add +3.5% | 45.34% | +1.80 |
| AGG iShares Core U.S. Aggregate | Add +9.2% | 3.74% | +0.11 |
| TSLA Tesla Inc. | Add +0.1% | 0.28% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.08% | +0.08 |
| MUB iShares National Muni Bond E | Add +6.4% | 2.75% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | New | 0.06% | +0.06 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +1.1% | 0.44% | +0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Add +5.9% | 1.81% | +0.03 |
| NVDA Nvidia Corp. | Add +2.0% | 0.23% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +5.5% | 0.12% | +0.02 |
| SPIP SS SPDR P Tips ETF | Add +6.0% | 1.69% | +0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +4.8% | 1.35% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.7% | 0.10% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +4.3% | 0.07% | +0.01 |
| GLD SPDR Gold Shares | Add +4.7% | 0.12% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +5.0% | 0.13% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +5.6% | 0.08% | +0.00 |
| DFAX Dimensional World Ex US Core | Add +1.1% | 0.54% | −0.05 |
| DFAI Dimensional International Co. | Add +8.1% | 11.75% | −0.24 |
| DFAE Dimensional Emerging Core Eq | Add +5.5% | 9.36% | −0.36 |
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 |