Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aquire Wealth Advisors, LLC (CIK 1745945) reported $380.6M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($154.2M, 40.53%), DFAI ($47.5M, 12.49%), SPTM ($38.4M, 10.10%), DFAE ($37.0M, 9.73%), AGG ($14.2M, 3.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $154.2M | 40.53% | 3.4M | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $47.5M | 12.49% | 1.2M | Added |
| 3 | SPTM | SPDR SERIES TRUST | $38.4M | 10.10% | 485,989 | Trimmed |
| 4 | DFAE | DIMENSIONAL ETF TRUST | $37.0M | 9.73% | 1.1M | Added |
| 5 | AGG | ISHARES TR | $14.2M | 3.73% | 143,135 | Trimmed |
| 6 | SPDW | SPDR INDEX SHS FDS | $12.5M | 3.27% | 272,766 | Trimmed |
| 7 | MUB | ISHARES TR | $11.0M | 2.90% | 103,929 | Trimmed |
| 8 | SPEM | SPDR INDEX SHS FDS | $9.5M | 2.49% | 202,211 | Trimmed |
| 9 | SPIB | SPDR SERIES TRUST | $6.2M | 1.64% | 186,180 | Trimmed |
| 10 | SPIP | SPDR SERIES TRUST | $5.9M | 1.56% | 228,137 | Trimmed |
| 11 | TFLO | ISHARES TR | $5.7M | 1.49% | 111,810 | Added |
| 12 | IWV | ISHARES TR | $5.0M | 1.31% | 13,398 | Trimmed |
| 13 | TFI | SPDR SERIES TRUST | $3.4M | 0.88% | 74,097 | Trimmed |
| 14 | SPAB | SPDR SERIES TRUST | $2.6M | 0.69% | 102,618 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 0.65% | 38,375 | Trimmed |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $2.2M | 0.58% | 57,169 | Hold |
| 17 | VTI | VANGUARD INDEX FDS | $2.1M | 0.55% | 6,584 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $1.6M | 0.42% | 9,057 | Added |
| 19 | VONG | VANGUARD SCOTTSDALE FDS | $1.5M | 0.40% | 13,965 | Hold |
| 20 | VNQ | VANGUARD INDEX FDS | $1.5M | 0.39% | 16,600 | Trimmed |
| 21 | SHM | SPDR SERIES TRUST | $1.4M | 0.36% | 28,435 | Trimmed |
| 22 | DFAX | DIMENSIONAL ETF TRUST | $1.2M | 0.32% | 35,802 | Trimmed |
| 23 | AAPL | APPLE INC | $1.2M | 0.31% | 4,700 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $938,786 | 0.25% | 1,571 | Added |
| 25 | ITM | VANECK ETF TRUST | $896,749 | 0.24% | 19,314 | Added |
Source: SEC Form 13F filings · as of 2026-03-31