DOSSIER · 13F-HR · Q1 2026

Aquire Wealth Advisors, LLC

$381M in tracked AUM across 49 positions as of Q1 2026.

AW
CIK 0001745945 · last filed Mar 31, 2026
Total AUM
$381M
as of Q1 2026
Holdings
49
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · 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...

The portfolio is overwhelmingly dominated by fund holdings, specifically ETFs, which account for approximately 98.3% of the total portfolio value ($377.91M). This indicates a preference for diversified, systematic exposure rather than active stock picking. The top 10 holdings alone constitute roughly 86.9% of the total portfolio value, suggesting a high conviction in a specific set of core asset classes.

Key Holdings

The portfolio's structure is defined by massive allocations to Dimensional ETF Trust funds. The largest position, DFAU (Dimensional U.S. Core Equity 2 ETF), holds $155.19 million (40.35% of the portfolio). This is an exceptionally large single-position concentration, indicating that the firm utilizes DFAU as a primary engine for U.S. equity exposure, likely targeting a diversified factor tilt (such as size or value) within the U.S. market.

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.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$154M3.4M40.5%
02
DFAI
DIMENSIONAL ETF TRUST
$48M1.2M12.5%
03
SPTM
SPDR SERIES TRUST
$38M486K10.1%
04
DFAE
DIMENSIONAL ETF TRUST
$37M1.1M9.7%
05
AGG
ISHARES TR
$14M143K3.7%
06
SPDW
SPDR INDEX SHS FDS
$12M273K3.3%
07
MUB
ISHARES TR
$11M104K2.9%
08
SPEM
SPDR INDEX SHS FDS
$9M202K2.5%
09
SPIB
SPDR SERIES TRUST
$6M186K1.6%
10
SPIP
SPDR SERIES TRUST
$6M228K1.6%

Filing history

2026Q1Mar 31
$381M 1.1%
49 positionsView →
2025Q4Dec 31
$385M 5.3%
49 positionsView →
2025Q3Sep 30
$406M 9.2%
50 positionsView →
2025Q2Jun 30
$372M 14.5%
46 positionsLocked
2025Q1Mar 31
$325M 0.6%
48 positionsLocked
2024Q4Dec 31
$323M 1.4%
50 positionsLocked
2024Q3Sep 30
$319M 7.0%
46 positionsLocked
2024Q2Jun 30
$298M 4.0%
43 positionsLocked
2024Q1Mar 31
$286M 8.8%
46 positionsLocked
2023Q4Dec 31
$263M 9.7%
40 positionsLocked
2023Q3Sep 30
$240M 4.3%
39 positionsLocked
2023Q2Jun 30
$251M 9.7%
39 positionsLocked
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