Aquire Wealth Advisors, LLC
CIK 1745945 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- DFAU42.84%
- DFAI12.43%
- DFAE10.46%
- SPTM9.72%
- SPDW3.01%
- AGG2.94%
- MUB2.32%
- SPEM2.30%
- TFLO2.06%
- SPIB1.27%
Share classes counted separately89.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAUWeight increased · +2.28 pp40.56% → 42.84%Shares +195.00K (+5.70%)
- AGGWeight decreased · -0.80 pp3.74% → 2.94%Shares -13.52K (-9.44%)
- DFAEWeight increased · +0.72 pp9.74% → 10.46%Shares +40.92K (+3.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $186.78M | 42.84% | 3.61M shares | 40.56% → 42.84%+2.28 pp +195.00K (+5.70%) | Added | ↗▾ |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $54.20M | 12.43% | 1.31M shares | 12.50% → 12.43%-0.07 pp +94.25K (+7.73%) | Added | ↗▾ |
| 03 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $45.62M | 10.46% | 1.13M shares | 9.74% → 10.46%+0.72 pp +40.92K (+3.74%) | Added | ↗▾ |
| 04 | SPTMSS SPDR P S&P 1500 COMP ETFST STR PR SP1500 View history and evidence | $42.39M | 9.72% | 466.91K shares | 10.11% → 9.72%-0.39 pp -19.08K (-3.93%) | Reduced | ↗▾ |
| 05 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $13.13M | 3.01% | 260.57K shares | 3.27% → 3.01%-0.26 pp -12.20K (-4.47%) | Reduced | ↗▾ |
| 06 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $12.83M | 2.94% | 129.62K shares | 3.74% → 2.94%-0.80 pp -13.52K (-9.44%) | Reduced | ↗▾ |
| 07 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $10.11M | 2.32% | 93.90K shares | 2.90% → 2.32%-0.58 pp -10.03K (-9.65%) | Reduced | ↗▾ |
| 08 | SPEMSTATE STREET SP PTF EM ETFST PORT MARK ETF View history and evidence | $10.02M | 2.30% | 193.57K shares | 2.49% → 2.30%-0.19 pp -8.64K (-4.28%) | Reduced | ↗▾ |
| 09 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $8.99M | 2.06% | 177.57K shares | 1.49% → 2.06%+0.57 pp +65.76K (+58.81%) | Added | ↗▾ |
| 10 | SPIBSS SPDR P INT C CORP ETFST INTER BD ETF View history and evidence | $5.55M | 1.27% | 165.88K shares | 1.64% → 1.27%-0.37 pp -20.30K (-10.90%) | Reduced | ↗▾ |
Options overlay 1
$373.38K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Call | 500 | $373.38K | 0 (0.00%) | ▾ |
1 / 1 options · preview only
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LQD ISHR IBX USD INVGD CB ETF-UI | Non-derivative | -2,192 | -$238.91K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1745945 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 6, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 436330322
}Research all 54 reported holdings.
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