Aquire Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Aquire Wealth Advisors, LLC reported 49 stock positions worth $406.0 million. Its top holding was Dimensional US Core Equity M (DFAU) at 40.6% of the portfolio, followed by Dimensional International (DFAI, 11.2%) and SS SPDR P S&P 1500 Comp ETF (SPTM, 10.6%). Compared with Q2 2025, it opened 3 new positions, added to 16 and reduced 22. The biggest buy was Dimensional US Core Equity M (DFAU, shares +4%) 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
- $406.0M (Q3 2025)
- SEC Filing
- 0001172661-25-004321 ↗ filed Oct 17, 2025
Holdings Value
Holdings 49 stocks · $406.0M
| DFAU Dimensional US Core Equity M | 40.64% | 3,605,368 | $165.0M | Add +4.2% |
| DFAI Dimensional International Co. | 11.19% | 1,249,322 | $45.4M | Add +4.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 10.64% | 535,588 | $43.2M | Reduce -5.0% |
| DFAE Dimensional Emerging Core Eq | 8.81% | 1,134,204 | $35.8M | Add +3.7% |
| AGG iShares Core U.S. Aggregate | 3.93% | 159,307 | $16.0M | Add +5.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.14% | 298,322 | $12.8M | Reduce -5.5% |
| MUB iShares National Muni Bond E | 2.79% | 106,269 | $11.3M | Add +2.6% |
| SPEM State Street SP PTF Em ETF | 2.54% | 220,439 | $10.3M | Reduce -4.4% |
| TFLO iShares Treasury Floating Ra | 1.99% | 159,392 | $8.1M | Add +20.2% |
| SPIB SS SPDR P Int C Corp. ETF | 1.71% | 205,354 | $7.0M | Add +1.3% |
| SPIP SS SPDR P Tips ETF | 1.64% | 253,190 | $6.7M | Add +1.8% |
| IWV iShares Russell 3000 ETF | 1.29% | 13,820 | $5.2M | Reduce -0.4% |
| VONG Vanguard Russell 1000 Growth | 1.10% | 36,941 | $4.5M | Reduce -0.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.00% | 88,877 | $4.1M | Reduce -7.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.76% | 119,495 | $3.1M | Reduce -4.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 8,203 | $2.7M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.61% | 41,144 | $2.5M | Reduce -0.5% |
| DFAX Dimensional World Ex US Core | 0.55% | 71,210 | $2.2M | Add +1.3% |
| DFAC Dimensional US Core Equity 2 | 0.54% | 57,169 | $2.2M | No change |
| VNQ Vanguard Real Estate ETF | 0.50% | 22,041 | $2.0M | Reduce -1.9% |
| SHM SS SPDR N Ice St Muni ETF | 0.46% | 38,337 | $1.8M | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.37% | 8,034 | $1.5M | Add +8.5% |
| AAPL Apple Inc. | 0.28% | 4,395 | $1.1M | Reduce -4.0% |
| TSLA Tesla Inc. | 0.24% | 2,152 | $957K | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 16,856 | $913K | Reduce -2.3% |
| ITM Vaneck Intermediate Muni ETF | 0.22% | 19,259 | $897K | No change |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,339 | $820K | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.18% | 3,291 | $723K | Reduce -3.1% |
| SCHB Schwab US Broad Market ETF | 0.16% | 25,261 | $649K | No change |
| GLD SPDR Gold Shares | 0.13% | 1,510 | $537K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 6,036 | $532K | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.13% | 2,167 | $527K | No change |
| RWO State Street SPDR Dow Jones | 0.11% | 9,991 | $457K | Reduce -6.8% |
| LLY Eli Lilly & Co. | 0.11% | 591 | $451K | Add +1.0% |
| MSFT Microsoft Corp. | 0.10% | 807 | $418K | Add +11.8% |
| NFLX Netflix Inc. | 0.09% | 314 | $376K | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.09% | 492 | $361K | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 535 | $356K | No change |
| APH Amphenol Corp. Class A | 0.09% | 2,871 | $355K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 1,120 | $329K | Reduce -0.6% |
| AOR iShares Core 60/40 Balanced | 0.07% | 4,589 | $295K | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 537 | $270K | Add +3.3% |
| MDY State Street SPDR S&P Midcap | 0.07% | 444 | $265K | Reduce -1.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.06% | 2,164 | $241K | Reduce -4.4% |
| AHR American Healthcare REIT Inc. | 0.05% | 5,147 | $216K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 965 | $201K | New |
| VGT Vanguard Info Tech ETF | 0.05% | 268 | $200K | Reduce -16.3% |
| ANGX Angel Studios Inc. | 0.04% | 27,859 | $162K | New |
| SBI Western Asset Intermediate | 0.04% | 19,660 | $156K | No change |
Options reported separately and not counted above: SPY calls ($333K).
Portfolio Sells Q2 2025 → Q3 2025
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -5.0% | 10.64% | −0.71 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.5% | 3.14% | −0.29 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -7.0% | 1.00% | −0.15 |
| SPEM State Street SP PTF Em ETF | Reduce -4.4% | 2.54% | −0.11 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -4.9% | 0.76% | −0.10 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -2.8% | 0.46% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -1.9% | 0.50% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 0.61% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 0.18% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -0.4% | 1.29% | −0.02 |
| RWO State Street SPDR Dow Jones | Reduce -6.8% | 0.11% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.66% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -16.3% | 0.05% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -2.2% | 0.13% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.4% | 0.06% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.3% | 0.23% | −0.00 |
| AOR iShares Core 60/40 Balanced | Reduce -1.4% | 0.07% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.6% | 0.08% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 0.20% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -1.1% | 0.07% | −0.00 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.1% | 1.10% | +0.01 |
| AAPL Apple Inc. | Reduce -4.0% | 0.28% | +0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAU Dimensional US Core Equity M | Add +4.2% | 40.64% | +1.23 |
| DFAE Dimensional Emerging Core Eq | Add +3.7% | 8.81% | +0.30 |
| TFLO iShares Treasury Floating Ra | Add +20.2% | 1.99% | +0.18 |
| NVDA Nvidia Corp. | Add +8.5% | 0.37% | +0.05 |
| AHR American Healthcare REIT Inc. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +0.3% | 0.24% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.05% | +0.05 |
| DFAI Dimensional International Co. | Add +4.2% | 11.19% | +0.04 |
| ANGX Angel Studios Inc. | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +11.8% | 0.10% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.3% | 0.07% | −0.00 |
| DFAX Dimensional World Ex US Core | Add +1.3% | 0.55% | −0.00 |
| META Meta Platforms Inc. Class A | Add +1.0% | 0.09% | −0.01 |
| LLY Eli Lilly & Co. | Add +1.0% | 0.11% | −0.01 |
| NFLX Netflix Inc. | Add +1.0% | 0.09% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +5.5% | 3.93% | −0.09 |
| SPIP SS SPDR P Tips ETF | Add +1.8% | 1.64% | −0.10 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1.3% | 1.71% | −0.12 |
| MUB iShares National Muni Bond E | Add +2.6% | 2.79% | −0.12 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 500 | $333K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |