Aquire Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Aquire Wealth Advisors, LLC reported 48 stock positions worth $384.3 million. Its top holding was Dimensional US Core Equity M (DFAU) at 40.4% of the portfolio, followed by Dimensional International (DFAI, 12.0%) and SS SPDR P S&P 1500 Comp ETF (SPTM, 11.1%). Compared with Q3 2025, it opened 2 new positions, sold out of 3, added to 12 and reduced 29. The biggest buy was a new position in Schwab Intl Equity ETF (SCHF) and the biggest sale iShares Treasury Floating Ra (TFLO, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- Salt Lake City, UT
- CIK
- 0001745945
- Portfolio Value
- $384.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000032 ↗ filed Jan 7, 2026
Holdings Value
Holdings 48 stocks · $384.3M
| DFAU Dimensional US Core Equity M | 40.39% | 3,315,971 | $155.2M | Reduce -8.0% |
| DFAI Dimensional International Co. | 11.98% | 1,207,997 | $46.0M | Reduce -3.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 11.11% | 517,386 | $42.7M | Reduce -3.4% |
| DFAE Dimensional Emerging Core Eq | 9.17% | 1,081,599 | $35.2M | Reduce -4.6% |
| AGG iShares Core U.S. Aggregate | 3.73% | 143,524 | $14.3M | Reduce -9.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.33% | 288,204 | $12.8M | Reduce -3.4% |
| MUB iShares National Muni Bond E | 2.94% | 105,464 | $11.3M | Reduce -0.8% |
| SPEM State Street SP PTF Em ETF | 2.61% | 214,608 | $10.0M | Reduce -2.6% |
| SPIB SS SPDR P Int C Corp. ETF | 1.66% | 188,873 | $6.4M | Reduce -8.0% |
| SPIP SS SPDR P Tips ETF | 1.59% | 235,154 | $6.1M | Reduce -7.1% |
| IWV iShares Russell 3000 ETF | 1.35% | 13,402 | $5.2M | Reduce -3.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 1.07% | 89,713 | $4.1M | Add +0.9% |
| TFLO iShares Treasury Floating Ra | 0.92% | 70,025 | $3.5M | Reduce -56.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.73% | 108,729 | $2.8M | Reduce -9.0% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 40,036 | $2.5M | Reduce -2.7% |
| DFAX Dimensional World Ex US Core | 0.61% | 71,381 | $2.3M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 6,869 | $2.3M | Reduce -16.3% |
| DFAC Dimensional US Core Equity 2 | 0.59% | 57,169 | $2.3M | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.49% | 39,423 | $1.9M | Add +2.8% |
| VNQ Vanguard Real Estate ETF | 0.45% | 19,462 | $1.7M | Reduce -11.7% |
| VONG Vanguard Russell 1000 Growth | 0.44% | 13,965 | $1.7M | Reduce -62.2% |
| NVDA Nvidia Corp. | 0.39% | 7,973 | $1.5M | Reduce -0.8% |
| AAPL Apple Inc. | 0.28% | 3,945 | $1.1M | Reduce -10.2% |
| VOO Vanguard S&P 500 ETF | 0.25% | 1,557 | $976K | Add +16.3% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 17,127 | $921K | Add +1.6% |
| ITM Vaneck Intermediate Muni ETF | 0.24% | 19,291 | $910K | Add +0.2% |
| TSLA Tesla Inc. | 0.22% | 1,843 | $829K | Reduce -14.4% |
| AMZN Amazon.com Inc. | 0.17% | 2,892 | $668K | Reduce -12.1% |
| GOOGL Alphabet Inc. Class A | 0.17% | 2,040 | $639K | Reduce -5.9% |
| SCHB Schwab US Broad Market ETF | 0.16% | 22,903 | $601K | Reduce -9.3% |
| GLD SPDR Gold Shares | 0.16% | 1,505 | $596K | Reduce -0.3% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 5,192 | $465K | Reduce -14.0% |
| RWO State Street SPDR Dow Jones | 0.11% | 9,400 | $423K | Reduce -5.9% |
| APH Amphenol Corp. Class A | 0.10% | 2,790 | $377K | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 548 | $374K | Add +2.4% |
| MSFT Microsoft Corp. | 0.10% | 763 | $369K | Reduce -5.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,130 | $328K | Add +0.9% |
| AOR iShares Core 60/40 Balanced | 0.08% | 4,707 | $306K | Add +2.6% |
| META Meta Platforms Inc. Class A | 0.08% | 462 | $305K | Reduce -6.1% |
| NFLX Netflix Inc. | 0.08% | 3,140 | $294K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 546 | $274K | Add +1.7% |
| SCHF Schwab Intl Equity ETF | 0.07% | 11,413 | $274K | New |
| MDY State Street SPDR S&P Midcap | 0.07% | 444 | $268K | No change |
| AHR American Healthcare REIT Inc. | 0.06% | 5,147 | $242K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.06% | 2,182 | $240K | Add +0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 1,133 | $240K | Add +17.4% |
| AOM iShares Core 40/60 Moderate | 0.05% | 4,330 | $207K | New |
| ANGX Angel Studios Inc. | 0.03% | 27,859 | $130K | No change |
Options reported separately and not counted above: SPY calls ($341K).
Portfolio Sells Q3 2025 → Q4 2025
| TFLO iShares Treasury Floating Ra | Reduce -56.1% | 0.92% | −1.07 |
| VONG Vanguard Russell 1000 Growth | Reduce -62.2% | 0.44% | −0.65 |
| DFAU Dimensional US Core Equity M | Reduce -8.0% | 40.39% | −0.25 |
| AGG iShares Core U.S. Aggregate | Reduce -9.9% | 3.73% | −0.20 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -16.3% | 0.60% | −0.06 |
| SPIP SS SPDR P Tips ETF | Reduce -7.1% | 1.59% | −0.05 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -8.0% | 1.66% | −0.05 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -11.7% | 0.45% | −0.05 |
| SBI Western Asset Intermediate | Sold out | 0.00% | −0.04 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -9.0% | 0.73% | −0.03 |
| TSLA Tesla Inc. | Reduce -14.4% | 0.22% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -14.0% | 0.12% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -6.1% | 0.08% | −0.01 |
| MSFT Microsoft Corp. | Reduce -5.5% | 0.10% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -12.1% | 0.17% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -9.3% | 0.16% | −0.00 |
| RWO State Street SPDR Dow Jones | Reduce -5.9% | 0.11% | −0.00 |
| AAPL Apple Inc. | Reduce -10.2% | 0.28% | +0.00 |
| APH Amphenol Corp. Class A | Reduce -2.8% | 0.10% | +0.01 |
| NVDA Nvidia Corp. | Reduce -0.8% | 0.39% | +0.02 |
| GLD SPDR Gold Shares | Reduce -0.3% | 0.16% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -5.9% | 0.17% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.7% | 0.65% | +0.04 |
| IWV iShares Russell 3000 ETF | Reduce -3.0% | 1.35% | +0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -2.6% | 2.61% | +0.07 |
| MUB iShares National Muni Bond E | Reduce -0.8% | 2.94% | +0.15 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.4% | 3.33% | +0.19 |
| DFAE Dimensional Emerging Core Eq | Reduce -4.6% | 9.17% | +0.36 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.4% | 11.11% | +0.47 |
| DFAI Dimensional International Co. | Reduce -3.3% | 11.98% | +0.79 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHF Schwab Intl Equity ETF | New | 0.07% | +0.07 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +0.9% | 1.07% | +0.07 |
| DFAX Dimensional World Ex US Core | Add +0.2% | 0.61% | +0.06 |
| AOM iShares Core 40/60 Moderate | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +16.3% | 0.25% | +0.05 |
| SHM SS SPDR N Ice St Muni ETF | Add +2.8% | 0.49% | +0.04 |
| ITM Vaneck Intermediate Muni ETF | Add +0.2% | 0.24% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 0.24% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +17.4% | 0.06% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.4% | 0.10% | +0.01 |
| AOR iShares Core 60/40 Balanced | Add +2.6% | 0.08% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 0.07% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.9% | 0.09% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.8% | 0.06% | +0.00 |
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 |