Universe · entity
Aquire Wealth Advisors, LLC
Institutional manager (13F) · CIK 1745945
13F holdings · as of 2026-03-31 · top 48 · reported portfolio $380M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $154M | 3,418,428 |
| 2 | DIMENSIONAL ETF TRUST | $48M | 1,219,756 |
| 3 | SPDR SERIES TRUST | $38M | 485,989 |
| 4 | DIMENSIONAL ETF TRUST | $37M | 1,093,683 |
| 5 | ISHARES TR | $14M | 143,135 |
| 6 | SPDR INDEX SHS FDS | $12M | 272,766 |
| 7 | ISHARES TR | $11M | 103,929 |
| 8 | SPDR INDEX SHS FDS | $9M | 202,211 |
| 9 | SPDR SERIES TRUST | $6M | 186,180 |
| 10 | SPDR SERIES TRUST | $6M | 228,137 |
| 11 | ISHARES TR | $6M | 111,810 |
| 12 | ISHARES TR | $5M | 13,398 |
| 13 | SPDR SERIES TRUST | $3M | 74,097 |
| 14 | SPDR SERIES TRUST | $3M | 102,618 |
| 15 | VANGUARD TAX-MANAGED FDS | $2M | 38,375 |
| 16 | DIMENSIONAL ETF TRUST | $2M | 57,169 |
| 17 | VANGUARD INDEX FDS | $2M | 6,584 |
| 18 | NVIDIA CORPORATION | $2M | 9,057 |
| 19 | VANGUARD SCOTTSDALE FDS | $2M | 13,965 |
| 20 | VANGUARD INDEX FDS | $1M | 16,600 |
| 21 | SPDR SERIES TRUST | $1M | 28,435 |
| 22 | DIMENSIONAL ETF TRUST | $1M | 35,802 |
| 23 | APPLE INC | $1M | 4,700 |
| 24 | VANGUARD INDEX FDS | $939k | 1,571 |
| 25 | VANECK ETF TRUST | $897k | 19,314 |
| 26 | VANGUARD INTL EQUITY INDEX F | $881k | 16,299 |
| 27 | COSTCO WHOLESALE CORPORATION | $823k | 826 |
| 28 | TESLA INC | $755k | 2,030 |
| 29 | AMAZON COM INC | $687k | 3,300 |
| 30 | ALPHABET INC | $667k | 2,320 |
| 31 | SPDR GOLD TR | $648k | 1,505 |
| 32 | SCHWAB STRATEGIC TR | $581k | 23,143 |
| 33 | ISHARES TR | $470k | 5,315 |
| 34 | MICROSOFT CORP | $418k | 1,128 |
| 35 | SPDR INDEX SHS FDS | $374k | 8,174 |
| 36 | STATE STR SPDR S&P 500 ETF T | $362k | 556 |
| 37 | AMPHENOL CORP | $339k | 2,686 |
| 38 | NETFLIX INC. | $331k | 3,446 |
| 39 | EXXON MOBIL CORP | $322k | 1,897 |
| 40 | ISHARES TR | $312k | 4,843 |
| 41 | META PLATFORMS INC | $311k | 544 |
| 42 | BERKSHIRE HATHAWAY INC DEL | $287k | 598 |
| 43 | SCHWAB STRATEGIC TR | $282k | 11,413 |
| 44 | STATE STR SPDR S&P MIDCAP 40 | $274k | 444 |
| 45 | VANGUARD INDEX FDS | $244k | 1,125 |
| 46 | AMERICAN HEALTHCARE REIT INC | $243k | 5,147 |
| 47 | ISHARES TR | $239k | 2,192 |
| 48 | ALPHABET INC | $210k | 732 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.