Filed: 1/7/2026ACC: 0001172661-26-000032
📋 What this filing means
AQUIRE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $384.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$384.59M
Total AUM (reported)
7.99M
Total Shares
Allocation by class
US CORE EQT MKT$155.19M40.4%
STATE STREET SPD$63.96M16.6%
INTL CORE EQT MK$46.04M12.0%
EMGR CRE EQT MNG$35.23M9.2%
CORE US AGGBD ET$14.34M3.7%
PORTFOLIO DEVLPD$12.80M3.3%
NATIONAL MUN ETF$11.30M2.9%
Portfolio Concentration
Top 3$243.91M63.4%
4–10$96.19M25.0%
11–25$34.79M9.0%
Rest$9.70M2.5%
Top 3 weight
63.4%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 7.99M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
DIMENSIONAL ETF TRUST
SOLEShares3.32M
TypeSH
Market value$155.19M
40.35%
Sole
0.00
Shared
0.00
None
3.32M
DIMENSIONAL ETF TRUST
SOLEShares1.21M
TypeSH
Market value$46.04M
11.97%
Sole
0.00
Shared
0.00
None
1.21M
SPDR SERIES TRUST
SOLEShares517.39K
TypeSH
Market value$42.68M
11.10%
Sole
0.00
Shared
0.00
None
517.39K
DIMENSIONAL ETF TRUST
SOLEShares1.08M
TypeSH
Market value$35.23M
9.16%
Sole
0.00
Shared
0.00
None
1.08M
ISHARES TR
SOLEShares143.52K
TypeSH
Market value$14.34M
3.73%
Sole
0.00
Shared
0.00
None
143.52K
SPDR INDEX SHS FDS
SOLEShares288.20K
TypeSH
Market value$12.80M
3.33%
Sole
0.00
Shared
0.00
None
288.20K
ISHARES TR
SOLEShares105.46K
TypeSH
Market value$11.30M
2.94%
Sole
0.00
Shared
0.00
None
105.46K
SPDR INDEX SHS FDS
SOLEShares214.61K
TypeSH
Market value$10.05M
2.61%
Sole
0.00
Shared
0.00
None
214.61K
SPDR SERIES TRUST
SOLEShares188.87K
TypeSH
Market value$6.39M
1.66%
Sole
0.00
Shared
0.00
None
188.87K
SPDR SERIES TRUST
SOLEShares235.15K
TypeSH
Market value$6.10M
1.59%
Sole
0.00
Shared
0.00
None
235.15K
ISHARES TR
SOLEShares13.40K
TypeSH
Market value$5.18M
1.35%
Sole
0.00
Shared
0.00
None
13.40K
SPDR SERIES TRUST
SOLEShares89.71K
TypeSH
Market value$4.10M
1.07%
Sole
0.00
Shared
0.00
None
89.71K
ISHARES TR
SOLEShares70.03K
TypeSH
Market value$3.53M
0.92%
Sole
0.00
Shared
0.00
None
70.03K
SPDR SERIES TRUST
SOLEShares108.73K
TypeSH
Market value$2.80M
0.73%
Sole
0.00
Shared
0.00
None
108.73K
VANGUARD TAX-MANAGED FDS
SOLEShares40.04K
TypeSH
Market value$2.50M
0.65%
Sole
0.00
Shared
0.00
None
40.04K
DIMENSIONAL ETF TRUST
SOLEShares71.38K
TypeSH
Market value$2.34M
0.61%
Sole
0.00
Shared
0.00
None
71.38K
VANGUARD INDEX FDS
SOLEShares6.87K
TypeSH
Market value$2.30M
0.60%
Sole
0.00
Shared
0.00
None
6.87K
DIMENSIONAL ETF TRUST
SOLEShares57.17K
TypeSH
Market value$2.26M
0.59%
Sole
0.00
Shared
0.00
None
57.17K
SPDR SERIES TRUST
SOLEShares39.42K
TypeSH
Market value$1.89M
0.49%
Sole
0.00
Shared
0.00
None
39.42K
VANGUARD INDEX FDS
SOLEShares19.46K
TypeSH
Market value$1.72M
0.45%
Sole
0.00
Shared
0.00
None
19.46K
VANGUARD SCOTTSDALE FDS
SOLEShares13.96K
TypeSH
Market value$1.70M
0.44%
Sole
0.00
Shared
0.00
None
13.96K
NVIDIA CORPORATION
SOLEShares7.97K
TypeSH
Market value$1.49M
0.39%
Sole
0.00
Shared
0.00
None
7.97K
APPLE INC
SOLEShares3.94K
TypeSH
Market value$1.07M
0.28%
Sole
0.00
Shared
0.00
None
3.94K
VANGUARD INDEX FDS
SOLEShares1.56K
TypeSH
Market value$976.5K
0.25%
Sole
0.00
Shared
0.00
None
1.56K
VANGUARD INTL EQUITY INDEX F
SOLEShares17.13K
TypeSH
Market value$920.8K
0.24%
Sole
0.00
Shared
0.00
None
17.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 3.32M | SH | $155.19M 40.35% | 0.00 | 0.00 | 3.32M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.21M | SH | $46.04M 11.97% | 0.00 | 0.00 | 1.21M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 517.39K | SH | $42.68M 11.10% | 0.00 | 0.00 | 517.39K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 1.08M | SH | $35.23M 9.16% | 0.00 | 0.00 | 1.08M |
ISHARES TRSOLE | CORE US AGGBD ET | 143.52K | SH | $14.34M 3.73% | 0.00 | 0.00 | 143.52K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 288.20K | SH | $12.80M 3.33% | 0.00 | 0.00 | 288.20K |
ISHARES TRSOLE | NATIONAL MUN ETF | 105.46K | SH | $11.30M 2.94% | 0.00 | 0.00 | 105.46K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 214.61K | SH | $10.05M 2.61% | 0.00 | 0.00 | 214.61K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 188.87K | SH | $6.39M 1.66% | 0.00 | 0.00 | 188.87K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 235.15K | SH | $6.10M 1.59% | 0.00 | 0.00 | 235.15K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 13.40K | SH | $5.18M 1.35% | 0.00 | 0.00 | 13.40K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 89.71K | SH | $4.10M 1.07% | 0.00 | 0.00 | 89.71K |
ISHARES TRSOLE | TRS FLT RT BD | 70.03K | SH | $3.53M 0.92% | 0.00 | 0.00 | 70.03K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 108.73K | SH | $2.80M 0.73% | 0.00 | 0.00 | 108.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 40.04K | SH | $2.50M 0.65% | 0.00 | 0.00 | 40.04K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 71.38K | SH | $2.34M 0.61% | 0.00 | 0.00 | 71.38K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.87K | SH | $2.30M 0.60% | 0.00 | 0.00 | 6.87K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 57.17K | SH | $2.26M 0.59% | 0.00 | 0.00 | 57.17K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 39.42K | SH | $1.89M 0.49% | 0.00 | 0.00 | 39.42K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 19.46K | SH | $1.72M 0.45% | 0.00 | 0.00 | 19.46K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 13.96K | SH | $1.70M 0.44% | 0.00 | 0.00 | 13.96K |
NVIDIA CORPORATIONSOLE | COM | 7.97K | SH | $1.49M 0.39% | 0.00 | 0.00 | 7.97K |
APPLE INCSOLE | COM | 3.94K | SH | $1.07M 0.28% | 0.00 | 0.00 | 3.94K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.56K | SH | $976.5K 0.25% | 0.00 | 0.00 | 1.56K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 17.13K | SH | $920.8K 0.24% | 0.00 | 0.00 | 17.13K |
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