Aquire Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Aquire Wealth Advisors, LLC reported 48 stock positions worth $324.9 million. Its top holding was Dimensional US Core Equity M (DFAU) at 44.5% of the portfolio, followed by Dimensional International (DFAI, 12.9%) and Dimensional Emerging Core Eq (DFAE, 10.0%). Compared with Q4 2024, it opened 1 new position, sold out of 3, added to 23 and reduced 20. The biggest buy was Dimensional International (DFAI, shares +4%) and the biggest sale SS SPDR P S&P 1500 Comp ETF (SPTM, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $324.9M (Q1 2025)
- SEC Filing
- 0001172661-25-001630 ↗ filed May 9, 2025
Holdings Value
Holdings 48 stocks · $324.9M
| DFAU Dimensional US Core Equity M | 44.45% | 3,757,283 | $144.4M | Add +3.9% |
| DFAI Dimensional International Co. | 12.94% | 1,346,026 | $42.0M | Add +3.6% |
| DFAE Dimensional Emerging Core Eq | 10.01% | 1,255,794 | $32.5M | Add +5.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 6.35% | 303,299 | $20.6M | Reduce -1.7% |
| AGG iShares Core U.S. Aggregate | 3.75% | 123,235 | $12.2M | Reduce -1.2% |
| MUB iShares National Muni Bond E | 2.75% | 84,667 | $8.9M | Add +1.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.85% | 165,456 | $6.0M | Reduce -2.1% |
| SPIB SS SPDR P Int C Corp. ETF | 1.80% | 175,851 | $5.8M | Reduce -1.3% |
| SPIP SS SPDR P Tips ETF | 1.73% | 213,563 | $5.6M | Reduce -0.9% |
| IWV iShares Russell 3000 ETF | 1.36% | 13,890 | $4.4M | Add +0.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.32% | 95,054 | $4.3M | Reduce -0.7% |
| SPEM State Street SP PTF Em ETF | 1.16% | 95,944 | $3.8M | Reduce -1.9% |
| TFLO iShares Treasury Floating Ra | 1.04% | 66,385 | $3.4M | Add +612.0% |
| SPAB SS SPDR P Agg Bond ETF | 1.00% | 127,647 | $3.3M | Reduce -4.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.96% | 65,495 | $3.1M | Reduce -22.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 8,181 | $2.2M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 41,354 | $2.1M | Reduce -0.2% |
| VNQ Vanguard Real Estate ETF | 0.64% | 22,959 | $2.1M | Reduce -1.0% |
| DFAC Dimensional US Core Equity 2 | 0.58% | 57,169 | $1.9M | No change |
| DFAX Dimensional World Ex US Core | 0.56% | 69,894 | $1.8M | Add +0.6% |
| BSV Vanguard Short-Term Bond ETF | 0.56% | 23,309 | $1.8M | Reduce -39.9% |
| AAPL Apple Inc. | 0.32% | 4,692 | $1.0M | Reduce -18.0% |
| ITM Vaneck Intermediate Muni ETF | 0.27% | 19,211 | $874K | Reduce -22.9% |
| NVDA Nvidia Corp. | 0.25% | 7,532 | $816K | Add +38.0% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 17,479 | $791K | Reduce -3.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 6,579 | $681K | Reduce -40.1% |
| LQDH iShares Int Hedg Corp. BD ETF | 0.20% | 7,121 | $657K | Reduce -40.3% |
| AMZN Amazon.com Inc. | 0.20% | 3,436 | $654K | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 0.19% | 1,196 | $615K | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.17% | 25,261 | $544K | No change |
| LLY Eli Lilly & Co. | 0.15% | 585 | $483K | No change |
| RWO State Street SPDR Dow Jones | 0.14% | 10,772 | $470K | Add +0.3% |
| TSLA Tesla Inc. | 0.14% | 1,749 | $453K | Reduce -21.4% |
| AOA iShares Core 80/20 Aggressiv | 0.14% | 5,756 | $440K | Add +3.5% |
| GLD SPDR Gold Shares | 0.13% | 1,510 | $435K | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 640 | $341K | Add +8.7% |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,181 | $337K | Add +3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 535 | $299K | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.09% | 538 | $292K | Add +48.2% |
| NFLX Netflix Inc. | 0.09% | 311 | $290K | Add +36.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,108 | $287K | Add +39.9% |
| AOR iShares Core 60/40 Balanced | 0.09% | 4,825 | $278K | Add +3.3% |
| MSFT Microsoft Corp. | 0.08% | 726 | $273K | Add +2.5% |
| META Meta Platforms Inc. Class A | 0.08% | 467 | $269K | Add +12.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.08% | 2,291 | $249K | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.07% | 449 | $240K | Add +1.1% |
| CVX Chevron Corp. | 0.07% | 1,302 | $218K | New |
| SBI Western Asset Intermediate | 0.05% | 19,660 | $153K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.7% | 6.35% | −0.47 |
| BSV Vanguard Short-Term Bond ETF | Reduce -39.9% | 0.56% | −0.37 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -22.6% | 0.96% | −0.28 |
| LQDH iShares Int Hedg Corp. BD ETF | Reduce -40.3% | 0.20% | −0.14 |
| TSLA Tesla Inc. | Reduce -21.4% | 0.14% | −0.14 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -40.1% | 0.21% | −0.13 |
| AAPL Apple Inc. | Reduce -18.0% | 0.32% | −0.12 |
| ITM Vaneck Intermediate Muni ETF | Reduce -22.9% | 0.27% | −0.09 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.06 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.06 |
| XMUIX BlackRock Municipal Income | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.20% | −0.04 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -0.7% | 1.32% | −0.03 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -4.1% | 1.00% | −0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -1.3% | 1.80% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.1% | 0.24% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -1.0% | 0.64% | +0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -1.9% | 1.16% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -1.2% | 3.75% | +0.01 |
| GLD SPDR Gold Shares | Reduce -3.9% | 0.13% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 0.65% | +0.03 |
| SPIP SS SPDR P Tips ETF | Reduce -0.9% | 1.73% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.1% | 1.85% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAI Dimensional International Co. | Add +3.6% | 12.94% | +1.19 |
| TFLO iShares Treasury Floating Ra | Add +612.0% | 1.04% | +0.89 |
| DFAE Dimensional Emerging Core Eq | Add +5.4% | 10.01% | +0.65 |
| CVX Chevron Corp. | New | 0.07% | +0.07 |
| DFAX Dimensional World Ex US Core | Add +0.6% | 0.56% | +0.03 |
| NFLX Netflix Inc. | Add +36.4% | 0.09% | +0.03 |
| NVDA Nvidia Corp. | Add +38.0% | 0.25% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +39.9% | 0.09% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.7% | 0.10% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +48.2% | 0.09% | +0.02 |
| META Meta Platforms Inc. Class A | Add +12.0% | 0.08% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +3.5% | 0.14% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +3.3% | 0.09% | +0.00 |
| RWO State Street SPDR Dow Jones | Add +0.3% | 0.14% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.4% | 0.08% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +1.1% | 0.07% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.09% | −0.00 |
| MUB iShares National Muni Bond E | Add +1.5% | 2.75% | −0.01 |
| MSFT Microsoft Corp. | Add +2.5% | 0.08% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.19% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.10% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 0.69% | −0.04 |
| IWV iShares Russell 3000 ETF | Add +0.1% | 1.36% | −0.08 |
| DFAU Dimensional US Core Equity M | Add +3.9% | 44.45% | −0.89 |
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 |