AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Aquire Wealth Advisors, LLC
Portfolio Overview
Aquire Wealth Advisors, LLC manages a portfolio with a total value of $384.59 million as of December 31, 2025, distributed across 49 holdings. This represents a growth of +7.2% from the previous quarter's value of $358.77 million. The portfolio is characterized by a highly concentrated core strategy combined with a long tail of smaller positions. The firm relies heavily on a "core-satellite...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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