Aquire Wealth Advisors, LLC
CIK 1745945
13F filing for Q2 2026・No. 4,259
- Holdings
- US$436.33M
- Quarter change
- +US$55.78M
- Entries
- 54
- Net bought (estimate)
- +US$12.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 1
- Cut 23
- Added 19
- Corporate actions 0
- Unchanged 5
Largest holdings
53 stocks worth US$435.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 3,613,432 | US$186.78M | 42.84% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,314,008 | US$54.2M | 12.43% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 1,134,603 | US$45.62M | 10.46% |
| SPDR SERIES TRUSTST STR PR SP1500 | Cut | 466,911 | US$42.39M | 9.72% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Cut | 260,566 | US$13.13M | 3.01% |
| ISHARES TRCORE US AGGBD ET | Cut | 129,620 | US$12.83M | 2.94% |
| MUBISHARES TRNATIONAL MUN ETF | Cut | 93,898 | US$10.11M | 2.32% |
| SPDR INDEX SHS FDSST PORT MARK ETF | Cut | 193,566 | US$10.02M | 2.30% |
| ISHARES TRTRS FLT RT BD | Added | 177,566 | US$8.99M | 2.06% |
| SPDR SERIES TRUSTST INTER BD ETF | Cut | 165,882 | US$5.55M | 1.27% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.