DOSSIER · 13F-HR · Q1 2026

Aquire Wealth Advisors, LLC

Aquire Wealth's hedge fund based in San Francisco, CA — $381M in tracked AUM across 49 positions as of Q1 2026.

AW

Aquire Wealth·San Francisco, CA·Hedge Fund

CIK 0001745945 · last filed Mar 31, 2026

Total AUM

$381M

▼ 18.8%

vs prior

Holdings

49

—

positions

Whale Score

67

67

tracked

Activity

—

no data

changes this Q

Top sector

Tech

12% weight

concentration

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.

#HoldingValueSharesWeight

01

DIMENSIONAL ETF TRUST

$154M3.4M40.5%

02

DIMENSIONAL ETF TRUST

$48M1.2M12.5%

03

SPDR SERIES TRUST

$38M486K10.1%

04

DIMENSIONAL ETF TRUST

$37M1.1M9.7%

05

ISHARES TR

$14M143K3.7%

06

SPDR INDEX SHS FDS

$12M273K3.3%

07

ISHARES TR

$11M104K2.9%

08

SPDR INDEX SHS FDS

$9M202K2.5%

09

SPDR SERIES TRUST

$6M186K1.6%

10

SPDR SERIES TRUST

$6M228K1.6%

Filing history

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