Aquire Wealth Advisors, LLC

CIK 0001745945 · SALT LAKE CITY, UT · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Aquire Wealth Advisors, LLC reported 54 positions worth $436.3M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: DFAU (42.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$436.3M
2026 Q2
Positions
54
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.3%
Est. Net Flow (Q)
2026 Q2
10 / 54 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAUDIMENSIONAL ETF TRUSTSH$186.8M42.81%3,613,432
2DFAIDIMENSIONAL ETF TRUSTSH$54.2M12.42%1,314,008
3DFAEDIMENSIONAL ETF TRUSTSH$45.6M10.46%1,134,603
4SPTMSPDR SERIES TRUSTSH$42.4M9.72%466,911
5SPDWSPDR INDEX SHS FDSSH$13.1M3.01%260,566
6AGGISHARES TRSH$12.8M2.94%129,620
7MUBISHARES TRSH$10.1M2.32%93,898
8SPEMSPDR INDEX SHS FDSSH$10.0M2.30%193,566
9TFLOISHARES TRSH$9.0M2.06%177,566
10SPIBSPDR SERIES TRUSTSH$5.6M1.27%165,882

The free plan shows the top 10 positions. The remaining 44 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Aquire Wealth Advisors, LLC hold as of Q2 2026?

Aquire Wealth Advisors, LLC reported 54 positions worth $436.3M in its Q2 2026 13F filing. Largest positions: DFAU (42.8%), DFAI (12.4%), DFAE (10.5%), SPTM (9.7%) and SPDW (3.0%).

What did Aquire Wealth Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Aquire Wealth Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.