Filed: 4/10/2026ACC: 0001172661-26-001464
📋 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 $380.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$380.55M
Total AUM (reported)
7.99M
Total Shares
Allocation by class
US CORE EQT MKT$154.24M40.5%
STATE STREET SPD$80.26M21.1%
INTL CORE EQT MK$47.52M12.5%
EMGR CRE EQT MNG$37.03M9.7%
CORE US AGGBD ET$14.21M3.7%
NATIONAL MUN ETF$11.03M2.9%
COM$6.11M1.6%
Portfolio Concentration
Top 3$240.18M63.1%
4–10$96.39M25.3%
11–25$33.60M8.8%
Rest$10.39M2.7%
Top 3 weight
63.1%
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
SOLEShares3.42M
TypeSH
Market value$154.24M
40.53%
Sole
0.00
Shared
0.00
None
3.42M
DIMENSIONAL ETF TRUST
SOLEShares1.22M
TypeSH
Market value$47.52M
12.49%
Sole
0.00
Shared
0.00
None
1.22M
SPDR SERIES TRUST
SOLEShares485.99K
TypeSH
Market value$38.42M
10.10%
Sole
0.00
Shared
0.00
None
485.99K
DIMENSIONAL ETF TRUST
SOLEShares1.09M
TypeSH
Market value$37.03M
9.73%
Sole
0.00
Shared
0.00
None
1.09M
ISHARES TR
SOLEShares143.13K
TypeSH
Market value$14.21M
3.73%
Sole
0.00
Shared
0.00
None
143.13K
SPDR INDEX SHS FDS
SOLEShares272.77K
TypeSH
Market value$12.45M
3.27%
Sole
0.00
Shared
0.00
None
272.77K
ISHARES TR
SOLEShares103.93K
TypeSH
Market value$11.03M
2.90%
Sole
0.00
Shared
0.00
None
103.93K
SPDR INDEX SHS FDS
SOLEShares202.21K
TypeSH
Market value$9.49M
2.49%
Sole
0.00
Shared
0.00
None
202.21K
SPDR SERIES TRUST
SOLEShares186.18K
TypeSH
Market value$6.24M
1.64%
Sole
0.00
Shared
0.00
None
186.18K
SPDR SERIES TRUST
SOLEShares228.14K
TypeSH
Market value$5.93M
1.56%
Sole
0.00
Shared
0.00
None
228.14K
ISHARES TR
SOLEShares111.81K
TypeSH
Market value$5.66M
1.49%
Sole
0.00
Shared
0.00
None
111.81K
ISHARES TR
SOLEShares13.40K
TypeSH
Market value$4.97M
1.31%
Sole
0.00
Shared
0.00
None
13.40K
SPDR SERIES TRUST
SOLEShares74.10K
TypeSH
Market value$3.36M
0.88%
Sole
0.00
Shared
0.00
None
74.10K
SPDR SERIES TRUST
SOLEShares102.62K
TypeSH
Market value$2.63M
0.69%
Sole
0.00
Shared
0.00
None
102.62K
VANGUARD TAX-MANAGED FDS
SOLEShares38.38K
TypeSH
Market value$2.46M
0.65%
Sole
0.00
Shared
0.00
None
38.38K
DIMENSIONAL ETF TRUST
SOLEShares57.17K
TypeSH
Market value$2.22M
0.58%
Sole
0.00
Shared
0.00
None
57.17K
VANGUARD INDEX FDS
SOLEShares6.58K
TypeSH
Market value$2.11M
0.55%
Sole
0.00
Shared
0.00
None
6.58K
NVIDIA CORPORATION
SOLEShares9.06K
TypeSH
Market value$1.58M
0.42%
Sole
0.00
Shared
0.00
None
9.06K
VANGUARD SCOTTSDALE FDS
SOLEShares13.96K
TypeSH
Market value$1.53M
0.40%
Sole
0.00
Shared
0.00
None
13.96K
VANGUARD INDEX FDS
SOLEShares16.60K
TypeSH
Market value$1.47M
0.39%
Sole
0.00
Shared
0.00
None
16.60K
SPDR SERIES TRUST
SOLEShares28.43K
TypeSH
Market value$1.36M
0.36%
Sole
0.00
Shared
0.00
None
28.43K
DIMENSIONAL ETF TRUST
SOLEShares35.80K
TypeSH
Market value$1.22M
0.32%
Sole
0.00
Shared
0.00
None
35.80K
APPLE INC
SOLEShares4.70K
TypeSH
Market value$1.19M
0.31%
Sole
0.00
Shared
0.00
None
4.70K
VANGUARD INDEX FDS
SOLEShares1.57K
TypeSH
Market value$938.8K
0.25%
Sole
0.00
Shared
0.00
None
1.57K
VANECK ETF TRUST
SOLEShares19.31K
TypeSH
Market value$896.7K
0.24%
Sole
0.00
Shared
0.00
None
19.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 3.42M | SH | $154.24M 40.53% | 0.00 | 0.00 | 3.42M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.22M | SH | $47.52M 12.49% | 0.00 | 0.00 | 1.22M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 485.99K | SH | $38.42M 10.10% | 0.00 | 0.00 | 485.99K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 1.09M | SH | $37.03M 9.73% | 0.00 | 0.00 | 1.09M |
ISHARES TRSOLE | CORE US AGGBD ET | 143.13K | SH | $14.21M 3.73% | 0.00 | 0.00 | 143.13K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 272.77K | SH | $12.45M 3.27% | 0.00 | 0.00 | 272.77K |
ISHARES TRSOLE | NATIONAL MUN ETF | 103.93K | SH | $11.03M 2.90% | 0.00 | 0.00 | 103.93K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 202.21K | SH | $9.49M 2.49% | 0.00 | 0.00 | 202.21K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 186.18K | SH | $6.24M 1.64% | 0.00 | 0.00 | 186.18K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 228.14K | SH | $5.93M 1.56% | 0.00 | 0.00 | 228.14K |
ISHARES TRSOLE | TRS FLT RT BD | 111.81K | SH | $5.66M 1.49% | 0.00 | 0.00 | 111.81K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 13.40K | SH | $4.97M 1.31% | 0.00 | 0.00 | 13.40K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 74.10K | SH | $3.36M 0.88% | 0.00 | 0.00 | 74.10K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 102.62K | SH | $2.63M 0.69% | 0.00 | 0.00 | 102.62K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 38.38K | SH | $2.46M 0.65% | 0.00 | 0.00 | 38.38K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 57.17K | SH | $2.22M 0.58% | 0.00 | 0.00 | 57.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.58K | SH | $2.11M 0.55% | 0.00 | 0.00 | 6.58K |
NVIDIA CORPORATIONSOLE | COM | 9.06K | SH | $1.58M 0.42% | 0.00 | 0.00 | 9.06K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 13.96K | SH | $1.53M 0.40% | 0.00 | 0.00 | 13.96K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 16.60K | SH | $1.47M 0.39% | 0.00 | 0.00 | 16.60K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 28.43K | SH | $1.36M 0.36% | 0.00 | 0.00 | 28.43K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 35.80K | SH | $1.22M 0.32% | 0.00 | 0.00 | 35.80K |
APPLE INCSOLE | COM | 4.70K | SH | $1.19M 0.31% | 0.00 | 0.00 | 4.70K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.57K | SH | $938.8K 0.25% | 0.00 | 0.00 | 1.57K |
VANECK ETF TRUSTSOLE | INTRMDT MUNI ETF | 19.31K | SH | $896.7K 0.24% | 0.00 | 0.00 | 19.31K |
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