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 Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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