Q3 2026 13F · SEC CIK 1745945

Aquire Wealth Advisors, LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $442.5M
Reported positions: 53
Top holdings a year, 3 yrs: +15.9%
Assets under management: $504.0M

Aquire Wealth Advisors, LLC is a wealth manager that reported 53 positions worth $442.5M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Dimensional ETF Trust (DFAU, 44.1%), Dimensional ETF Trust (DFAI, 12.8%), Dimensional ETF Trust (DFAE, 10.5%). A portfolio copying its top holdings returned 15.9% a year over the last 3 years, against 20.4% for the S&P 500.

Aquire Wealth Advisors, LLC holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aquire Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFAUDimensional ETF Trust	44.1%	42.8%	3,723,295	+3.0%	$195.0M
DFAIDimensional ETF Trust	12.8%	12.4%	1,366,136	+4.0%	$56.6M
DFAEDimensional ETF Trust	10.5%	10.5%	1,180,233	+4.0%	$46.4M
SPTMSpdr Series Trust	9.4%	9.7%	453,027	-3.0%	$41.7M
SPDWSpdr Index Shs Fds	2.8%	3.0%	249,603	-4.2%	$12.5M
AGGIshares Tr	2.8%	2.9%	130,947	+1.0%	$12.4M
SPEMSpdr Index Shs Fds	2.2%	2.3%	185,385	-4.2%	$9.6M
MUBIshares Tr	2.2%	2.3%	94,317	+0.4%	$9.5M
TFLOIshares Tr	1.9%	2.1%	167,748	-5.5%	$8.5M
IWVIshares Tr	1.2%	1.3%	12,698	-1.1%	$5.5M
SPIBSpdr Series Trust	1.2%	1.3%	164,044	-1.1%	$5.3M
SPIPSpdr Series Trust	1.1%	1.2%	203,816	-1.4%	$5.0M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.6%	36,073	-0.4%	$2.5M
VTIVanguard Index Fds	0.6%	0.6%	6,519	-0.4%	$2.4M
TFISpdr Series Trust	0.6%	0.6%	56,899	-5.3%	$2.4M
NVDANvidia Corporation	0.5%	0.4%	9,624	+5.7%	$2.2M
SPABSpdr Series Trust	0.5%	0.5%	87,027	-2.9%	$2.1M
VONGVanguard Scottsdale Fds	0.4%	0.4%	15,399	+10.3%	$2.0M
DFACDimensional ETF Trust	0.4%	0.6%	44,551	-22.1%	$2.0M
AAPLApple Inc	0.4%	0.3%	4,958	+2.7%	$1.7M
VNQVanguard Index Fds	0.3%	0.4%	15,228	-8.9%	$1.4M
VOOVanguard Index Fds	0.3%	0.2%	1,680	+20.5%	$1.2M
DFAXDimensional ETF Trust	0.3%	0.3%	31,702	-11.5%	$1.2M
SHMSpdr Series Trust	0.3%	0.3%	24,087	-10.1%	$1.1M
VWOVanguard Intl Equity Index F	0.2%	0.2%	15,218	-0.0%	$903K
GOOGLAlphabet Inc	0.2%	0.2%	2,597	+0.2%	$894K
AMZNAmazon Com Inc	0.2%	0.2%	3,112	-4.8%	$775K
COSTCostco Wholesale Corporation	0.2%	0.2%	842	+1.1%	$767K
TSLATesla Inc	0.2%	0.2%	2,152	-1.7%	$763K
ITMVaneck ETF Trust	0.2%	0.2%	15,421	-2.7%	$679K
SCHBSchwab Strategic Tr	0.1%	0.2%	21,310	-7.9%	$625K
GLDSpdr Gold Tr	0.1%	0.1%	1,500	-0.3%	$571K
MSFTMicrosoft Corp	0.1%	0.1%	1,099	-14.9%	$564K
AOAIshares Tr	0.1%	0.1%	4,700	-13.7%	$457K
APHAmphenol Corp	0.1%	0.1%	5,208	+100.0%	$439K
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	548	-2.7%	$418K
METAMeta Platforms Inc	0.1%	0.1%	509	-15.9%	$369K
SCHFSchwab Strategic Tr	0.1%	0.1%	12,128	+1.4%	$333K
RWOSpdr Index Shs Fds	0.1%	0.1%	7,008	-5.0%	$325K
AORIshares Tr	0.1%	0.1%	4,631	-6.3%	$317K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	597	+0.0%	$297K
MDYState Str Spdr S&p Midcap 40	0.1%	0.1%	444	-0.4%	$292K
XOMExxonmobil Holdings Corp	0.1%	—	1,731	—	$282K
AHRAmerican Healthcare REIT Inc	0.1%	0.1%	5,147	+0.0%	$264K
AVGOBroadcom Inc	0.1%	0.1%	719	+1.0%	$253K
VGTVanguard World Fd	0.1%	0.1%	1,947	+1.6%	$245K
GOOGAlphabet Inc	0.1%	0.1%	704	-3.0%	$240K
VBRVanguard Index Fds	0.1%	0.1%	993	+2.0%	$229K
NFLXNetflix Inc.	0.1%	0.1%	3,229	-8.8%	$225K
AOMIshares Tr	0.0%	—	4,443	—	$217K

What Aquire Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+100.0% shares
VOO Vanguard Index Fds+20.5% shares
VONG Vanguard Scottsdale Fds+10.3% shares
NVDA Nvidia Corporation+5.7% shares

Reduced

Left the top 50

XOM Exxon Mobil Corpwas 0.1%
DFSV Dimensional US Small Capwas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.7% /yr; S&P 500 +20.1%
3 years: +15.9% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$442.5M	53
Q2 2026	$436.0M	53
Q1 2026	$380.2M	48
Q4 2025	$384.3M	48
Q3 2025	$406.0M	49
Q2 2025	$372.1M	46
Q1 2025	$324.9M	48
Q4 2024	$322.9M	50
Q3 2024	$318.6M	46
Q2 2024	$297.7M	43
Q1 2024	$286.1M	46
Q4 2023	$263.0M	40

Questions about Aquire Wealth Advisors, LLC's portfolio

What stocks does Aquire Wealth Advisors, LLC own?

Aquire Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 53 positions worth $442.5M. The largest are Dimensional ETF Trust (DFAU) at 44.1%, Dimensional ETF Trust (DFAI) at 12.8%, Dimensional ETF Trust (DFAE) at 10.5%, Spdr Series Trust (SPTM) at 9.4% and Spdr Index Shs Fds (SPDW) at 2.8%.

What did Aquire Wealth Advisors, LLC buy last quarter?

In Q3 2026, Aquire Wealth Advisors, LLC added Amphenol Corp (APH) (+100.0% shares), Vanguard Index Fds (VOO) (+20.5% shares) and Vanguard Scottsdale Fds (VONG) (+10.3% shares), compared with its Q2 2026 filing.

What did Aquire Wealth Advisors, LLC sell last quarter?

In Q3 2026, Aquire Wealth Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Dimensional US Small Cap (DFSV), Dimensional ETF Trust (DFAC) (-22.1% shares), Meta Platforms Inc (META) (-15.9% shares) and Microsoft Corp (MSFT) (-14.9% shares), compared with its Q2 2026 filing.

How has Aquire Wealth Advisors, LLC's portfolio performed?

A portfolio copying Aquire Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.7% against +20.1%. Over 5 years: +8.8% a year against +13.0%.

When is Aquire Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aquire Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Aquire Wealth Advisors, LLC manage?

Aquire Wealth Advisors, LLC reported $504.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $442.5M.