Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Aquire Wealth Advisors, LLCInvestment ActivityAquire Wealth Advisors, LLC has $322.92 million in total holdings as of December 31, 2024.Aquire Wealth Advisors, LLC owns shares of 50 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.12% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Aquire Wealth Advisors, LLC has purchased 46 new stocks and bought additional shares in 19 stocks.Aquire Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Core Equity Market ETF $146,428,627Dimensional International Core Equity Market ETF $37,937,428Dimensional Emerging Core Equity Market ETF $30,231,323SPDR Portfolio S&P 1500 Composite Stock Market ETF $22,031,926iShares Core U.S. Aggregate Bond ETF $12,086,243 Largest New Holdings this Quarter Berkshire Hathaway $266,982 HoldingVanguard Mid-Cap ETF $209,408 HoldingCostco Wholesale $204,328 HoldingAmphenol $204,044 HoldingNetflix $203,221 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 121,187 shares (about $4.91M)Dimensional International Core Equity Market ETF 97,110 shares (about $2.84M)Dimensional Emerging Core Equity Market ETF 61,915 shares (about $1.57M)iShares Core U.S. Aggregate Bond ETF 10,534 shares (about $1.02M)iShares National Muni Bond ETF 5,006 shares (about $533.39K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 15,730 shares (about $1.12M)VanEck Intermediate Muni ETF 16,043 shares (about $739.58K)Vanguard Short-Term Bond ETF 3,214 shares (about $248.35K)SPDR Portfolio Developed World ex-US ETF 7,057 shares (about $240.86K)SPDR Nuveen Barclays Short Term Municipal Bond ETF 4,993 shares (about $236.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAquire Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$146,428,627$4,906,862 ▲3.5%3,616,41445.3%ETFDFAIDimensional International Core Equity Market ETF$37,937,428$2,835,612 ▲8.1%1,299,22711.7%ETFDFAEDimensional Emerging Core Equity Market ETF$30,231,323$1,570,784 ▲5.5%1,191,6179.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$22,031,926$1,123,597 ▼-4.9%308,4406.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$12,086,243$1,020,745 ▲9.2%124,7293.7%FinanceMUBiShares National Muni Bond ETF$8,890,291$533,394 ▲6.4%83,4372.8%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$5,835,500$324,882 ▲5.9%178,1281.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$5,768,646$240,857 ▼-4.0%169,0191.8%ETFSPIPSPDR Portfolio TIPS ETF$5,452,249$306,151 ▲5.9%215,4181.7%ETFIWViShares Russell 3000 ETF$4,636,382$211,580 ▼-4.4%13,8711.4%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$4,366,108$199,588 ▲4.8%95,7061.4%FinanceSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$4,008,815$236,618 ▼-5.6%84,5921.2%FinanceSPEMSPDR Portfolio Emerging Markets ETF$3,750,852$158,738 ▼-4.1%97,7541.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$3,327,241$143,993 ▼-4.1%133,1421.0%ETFBSVVanguard Short-Term Bond ETF$2,996,608$248,346 ▼-7.7%38,7810.9%ETFVTIVanguard Total Stock Market ETF$2,355,470$41,446 ▼-1.7%8,1270.7%ETFVNQVanguard Real Estate ETF$2,065,271$130,594 ▼-5.9%23,1840.6%ETFVEAVanguard FTSE Developed Markets ETF$1,981,384$88,611 ▼-4.3%41,4340.6%ETFDFACDimensional U.S. Core Equity 2 ETF$1,977,4760.0%57,1690.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,727,795$18,222 ▲1.1%69,5010.5%ETFAAPLApple$1,432,432$15,026 ▲1.1%5,7200.4%Computer and TechnologyITMVanEck Intermediate Muni ETF$1,148,213$739,582 ▼-39.2%24,9070.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,105,896$108,246 ▼-8.9%10,9930.3%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$1,105,183$108,506 ▼-8.9%11,9170.3%ETFTSLATesla$898,140$808 ▲0.1%2,2240.3%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$794,248$8,676 ▼-1.1%18,0340.2%ETFAMZNAmazon.com$776,202$77,006 ▼-9.0%3,5380.2%Retail/WholesaleNVDANVIDIA$733,226$14,503 ▲2.0%5,4600.2%Computer and TechnologyVOOVanguard S&P 500 ETF$643,892$3,772 ▼-0.6%1,1950.2%ETFSCHBSchwab US Broad Market ETF$573,425$369,556 ▲181.3%25,2610.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$470,582$48,451 ▼-9.3%9,3240.1%ETFRWOSPDR Dow Jones Global Real Estate ETF$460,510$52,626 ▼-10.3%10,7370.1%ETFLLYEli Lilly and Company$451,6200.0%5850.1%MedicalAOAiShares Core 80/20 Aggressive Allocation ETF$426,258$20,455 ▲5.0%5,5640.1%ETFGOOGLAlphabet$398,781$20,829 ▲5.5%2,1060.1%Computer and TechnologyGLDSPDR Gold Shares$380,386$17,191 ▲4.7%1,5710.1%FinanceSPYSPDR S&P 500 ETF Trust$312,967$16,996 ▲5.7%5340.1%FinanceMSFTMicrosoft$298,603$3,374 ▼-1.1%7080.1%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$267,742$14,215 ▲5.6%4,6710.1%ETFBRK.BBerkshire Hathaway$266,982$266,982 ▲New Holding5890.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$252,8940.0%4440.1%ETFMETAMeta Platforms$244,1710.0%4170.1%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$243,702$81,839 ▼-25.1%2,2810.1%FinanceVGTVanguard Information Technology ETF$225,896$9,335 ▲4.3%3630.1%ETFVOVanguard Mid-Cap ETF$209,408$209,408 ▲New Holding7920.1%ETFCOSTCostco Wholesale$204,328$204,328 ▲New Holding2230.1%Retail/WholesaleAPHAmphenol$204,044$204,044 ▲New Holding2,9380.1%Computer and TechnologyNFLXNetflix$203,221$203,221 ▲New Holding2280.1%Consumer DiscretionaryMUIBlackRock Municipal Income Fund$180,2370.0%14,8710.1%Financial ServicesSBIWestern Asset Intermediate Muni Fund$152,1680.0%19,6600.0%Financial ServicesRBB FD INC$0$206,859 ▼-100.0%00.0%SGI ENHANCED CORShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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