Aquire Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Aquire Wealth Advisors, LLC reported 46 stock positions worth $372.1 million. Its top holding was Dimensional US Core Equity M (DFAU) at 39.4% of the portfolio, followed by SS SPDR P S&P 1500 Comp ETF (SPTM, 11.3%) and Dimensional International (DFAI, 11.1%). Compared with Q1 2025, it opened 2 new positions, sold out of 4, added to 18 and reduced 18. The biggest buy was SS SPDR P S&P 1500 Comp ETF (SPTM, shares +86%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $372.1M (Q2 2025)
- SEC Filing
- 0001172661-25-002675 ↗ filed Jul 22, 2025
Holdings Value
Holdings 46 stocks · $372.1M
| DFAU Dimensional US Core Equity M | 39.41% | 3,461,789 | $146.6M | Reduce -7.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 11.35% | 563,708 | $42.2M | Add +85.9% |
| DFAI Dimensional International Co. | 11.14% | 1,199,388 | $41.5M | Reduce -10.9% |
| DFAE Dimensional Emerging Core Eq | 8.51% | 1,094,058 | $31.7M | Reduce -12.9% |
| AGG iShares Core U.S. Aggregate | 4.02% | 150,944 | $15.0M | Add +22.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.44% | 315,800 | $12.8M | Add +90.9% |
| MUB iShares National Muni Bond E | 2.91% | 103,570 | $10.8M | Add +22.3% |
| SPEM State Street SP PTF Em ETF | 2.65% | 230,593 | $9.9M | Add +140.3% |
| SPIB SS SPDR P Int C Corp. ETF | 1.83% | 202,708 | $6.8M | Add +15.3% |
| TFLO iShares Treasury Floating Ra | 1.80% | 132,588 | $6.7M | Add +99.7% |
| SPIP SS SPDR P Tips ETF | 1.74% | 248,705 | $6.5M | Add +16.5% |
| IWV iShares Russell 3000 ETF | 1.31% | 13,881 | $4.9M | Reduce -0.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.15% | 95,568 | $4.3M | Add +0.5% |
| VONG Vanguard Russell 1000 Growth | 1.08% | 36,961 | $4.0M | New |
| SPAB SS SPDR P Agg Bond ETF | 0.86% | 125,686 | $3.2M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 8,268 | $2.5M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 41,357 | $2.4M | Add +0.0% |
| DFAX Dimensional World Ex US Core | 0.55% | 70,284 | $2.1M | Add +0.6% |
| DFAC Dimensional US Core Equity 2 | 0.55% | 57,169 | $2.0M | No change |
| VNQ Vanguard Real Estate ETF | 0.54% | 22,472 | $2.0M | Reduce -2.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.51% | 39,456 | $1.9M | Reduce -39.8% |
| NVDA Nvidia Corp. | 0.31% | 7,404 | $1.2M | Reduce -1.7% |
| AAPL Apple Inc. | 0.25% | 4,578 | $939K | Reduce -2.4% |
| ITM Vaneck Intermediate Muni ETF | 0.24% | 19,259 | $876K | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 17,260 | $854K | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.21% | 1,345 | $764K | Add +12.5% |
| AMZN Amazon.com Inc. | 0.20% | 3,396 | $745K | Reduce -1.2% |
| TSLA Tesla Inc. | 0.18% | 2,145 | $681K | Add +22.6% |
| SCHB Schwab US Broad Market ETF | 0.16% | 25,261 | $602K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.14% | 6,170 | $515K | Add +7.2% |
| RWO State Street SPDR Dow Jones | 0.13% | 10,718 | $473K | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.12% | 1,510 | $460K | No change |
| LLY Eli Lilly & Co. | 0.12% | 585 | $456K | No change |
| NFLX Netflix Inc. | 0.11% | 311 | $416K | No change |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,167 | $382K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.10% | 487 | $359K | Add +4.3% |
| MSFT Microsoft Corp. | 0.10% | 722 | $359K | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 535 | $331K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 1,127 | $315K | Add +1.7% |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,653 | $286K | Reduce -3.6% |
| APH Amphenol Corp. Class A | 0.08% | 2,871 | $284K | New |
| MDY State Street SPDR S&P Midcap | 0.07% | 449 | $254K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 520 | $253K | Reduce -18.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.07% | 2,263 | $248K | Reduce -1.2% |
| VGT Vanguard Info Tech ETF | 0.06% | 320 | $212K | Reduce -40.5% |
| SBI Western Asset Intermediate | 0.04% | 19,660 | $148K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| DFAU Dimensional US Core Equity M | Reduce -7.9% | 39.41% | −5.04 |
| DFAI Dimensional International Co. | Reduce -10.9% | 11.14% | −1.80 |
| DFAE Dimensional Emerging Core Eq | Reduce -12.9% | 8.51% | −1.49 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.56 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -39.8% | 0.51% | −0.45 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.21 |
| LQDH iShares Int Hedg Corp. BD ETF | Sold out | 0.00% | −0.20 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -1.5% | 0.86% | −0.14 |
| VNQ Vanguard Real Estate ETF | Reduce -2.1% | 0.54% | −0.10 |
| AAPL Apple Inc. | Reduce -2.4% | 0.25% | −0.07 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.07 |
| IWV iShares Russell 3000 ETF | Reduce -0.1% | 1.31% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -18.8% | 0.07% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -40.5% | 0.06% | −0.03 |
| RWO State Street SPDR Dow Jones | Reduce -0.5% | 0.13% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.3% | 0.23% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -1.2% | 0.07% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -3.6% | 0.08% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.10% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 0.20% | −0.00 |
| MSFT Microsoft Corp. | Reduce -0.6% | 0.10% | +0.01 |
| NVDA Nvidia Corp. | Reduce -1.7% | 0.31% | +0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +85.9% | 11.35% | +5.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +90.9% | 3.44% | +1.58 |
| SPEM State Street SP PTF Em ETF | Add +140.3% | 2.65% | +1.49 |
| VONG Vanguard Russell 1000 Growth | New | 1.08% | +1.08 |
| TFLO iShares Treasury Floating Ra | Add +99.7% | 1.80% | +0.77 |
| AGG iShares Core U.S. Aggregate | Add +22.5% | 4.02% | +0.27 |
| MUB iShares National Muni Bond E | Add +22.3% | 2.91% | +0.16 |
| APH Amphenol Corp. Class A | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | Add +22.6% | 0.18% | +0.04 |
| SPIB SS SPDR P Int C Corp. ETF | Add +15.3% | 1.83% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +12.5% | 0.21% | +0.02 |
| META Meta Platforms Inc. Class A | Add +4.3% | 0.10% | +0.01 |
| SPIP SS SPDR P Tips ETF | Add +16.5% | 1.74% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +7.2% | 0.14% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.7% | 0.08% | −0.00 |
| DFAX Dimensional World Ex US Core | Add +0.6% | 0.55% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.63% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.1% | 0.68% | −0.02 |
| ITM Vaneck Intermediate Muni ETF | Add +0.3% | 0.24% | −0.03 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +0.5% | 1.15% | −0.17 |
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 |