Aquire Wealth Advisors, LLC Portfolio Holdings

Aquire Wealth Advisors, LLC

  • $379 Million
  • Q4 2025

Aquire Wealth Advisors, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $379 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $152M, Dimensional ETF Tr with a value of $44.8M, Spdr Portfolio S&P 1500 Compos with a value of $42M, Dimensional ETF Tr with a value of $35.2M, and Ishares Core U.S. Aggregate Bo with a value of $14.4M.

Examining the 13F form we can see an decrease of $27M in the current position value, from $406M to 379M.

Below you can find more details about Aquire Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $379 Million
ETFs: $370 Million
Technology: $3.3 Million
Consumer Cyclical: $1.43 Million
Communication Services: $1.19 Million
Financial Services: $277,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$152 Million 40.21% of portfolio
3,315,971
Q4 2025 Reduced 8.03%
$0
$44.8 Million 11.82% of portfolio
1,207,997
Q4 2025 Reduced 3.31%
$0
$42 Million 11.08% of portfolio
517,386
Q4 2025 Reduced 3.4%
$0
$35.2 Million 9.28% of portfolio
1,081,599
Q4 2025 Reduced 4.64%
$0
$14.4 Million 3.79% of portfolio
143,524
Q4 2025 Reduced 9.91%
$0
$12.6 Million 3.33% of portfolio
288,204
Q4 2025 Reduced 3.39%
$0
$11.3 Million 2.98% of portfolio
105,464
Q4 2025 Reduced 0.76%
$0
$10.2 Million 2.69% of portfolio
214,608
Q4 2025 Reduced 2.65%
$0
$6.37 Million 1.68% of portfolio
188,873
Q4 2025 Reduced 8.03%
$0
$6.16 Million 1.62% of portfolio
235,154
Q4 2025 Reduced 7.12%
$0
$5.1 Million 1.35% of portfolio
13,402
Q4 2025 Reduced 3.02%
$0
$4.1 Million 1.08% of portfolio
89,713
Q4 2025 Added 0.94%
$0
$3.54 Million 0.93% of portfolio
70,025
Q4 2025 Reduced 56.07%
$0
$2.8 Million 0.74% of portfolio
108,729
Q4 2025 Reduced 9.01%
$0
$2.46 Million 0.65% of portfolio
40,036
Q4 2025 Reduced 2.69%
$0
$2.28 Million 0.6% of portfolio
71,381
Q4 2025 Added 0.24%
$0
$2.21 Million 0.58% of portfolio
57,169
Q3 2024 Added 2.0%
$0
$1.89 Million 0.5% of portfolio
39,423
Q4 2025 Added 2.83%
$0
$1.74 Million 0.46% of portfolio
19,462
Q4 2025 Reduced 11.7%
$0
$1.69 Million 0.45% of portfolio
13,965
Q4 2025 Reduced 62.2%
$465B
$1.49 Million 0.39% of portfolio
7,973
Q4 2025 Reduced 0.76%
$4.3T
$1.06 Million 0.28% of portfolio
3,945
Q4 2025 Reduced 10.24%
$0
$939,000 0.25% of portfolio
17,127
Q4 2025 Added 1.61%
$0
$961,000 0.25% of portfolio
1,557
Q4 2025 Added 16.28%
$0
$905,000 0.24% of portfolio
19,291
Q4 2025 Added 0.17%
$1.29T
$753,000 0.2% of portfolio
1,843
Q4 2025 Reduced 14.36%
$2.39T
$678,000 0.18% of portfolio
2,892
Q4 2025 Reduced 12.12%
$0
$591,000 0.16% of portfolio
22,903
Q4 2025 Reduced 9.33%
$130B
$565,000 0.15% of portfolio
1,505
Q4 2025 Reduced 0.33%
$1.65T
$563,000 0.15% of portfolio
2,040
Q4 2025 Reduced 5.86%
$0
$461,000 0.12% of portfolio
5,192
Q4 2025 Reduced 13.98%
$0
$428,000 0.11% of portfolio
9,400
Q4 2025 Reduced 5.92%
$0
$364,000 0.1% of portfolio
548
Q4 2025 Added 2.43%
$79.6B
$373,000 0.1% of portfolio
2,790
Q4 2025 Reduced 2.82%
$3.78T
$387,000 0.1% of portfolio
763
Q4 2025 Reduced 5.45%
$49.1B
$346,000 0.09% of portfolio
3,140
Q4 2025 Added 900.0%
$0
$324,000 0.09% of portfolio
1,130
Q4 2025 Added 0.89%
$0
$304,000 0.08% of portfolio
4,707
Q4 2025 Added 2.57%
$1.37T
$281,000 0.07% of portfolio
462
Q4 2025 Reduced 6.1%
$0
$273,000 0.07% of portfolio
11,413
Q4 2025 New
$0
$260,000 0.07% of portfolio
444
Q3 2025 Reduced 1.11%
$662B
$277,000 0.07% of portfolio
546
Q4 2025 Added 1.68%
$0
$232,000 0.06% of portfolio
1,133
Q4 2025 Added 17.41%
$0
$240,000 0.06% of portfolio
2,182
Q4 2025 Added 0.83%
$0
$206,000 0.05% of portfolio
4,330
Q4 2025 New
Angel Studios Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
American Healthcare Reit Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $379 Million
  • Prior Value $406 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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