Aquire Wealth Advisors, LLC
CIK 1745945 · Holdings on Jun 30, 2025 · First reported Jul 22, 2025
Top ten holdings
Q2 2025- DFAU39.41%
- SPTM11.35%
- DFAI11.14%
- DFAE8.51%
- AGG4.02%
- SPDW3.44%
- MUB2.91%
- SPEM2.65%
- SPIB1.83%
- TFLO1.80%
Share classes counted separately87.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAUWeight decreased · -5.04 pp44.45% → 39.41%Shares -295.49K (-7.86%)
- SPTMWeight increased · +5.00 pp6.35% → 11.35%Shares +260.41K (+85.86%)
- DFAIWeight decreased · -1.80 pp12.94% → 11.14%Shares -146.64K (-10.89%)
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 30
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 | $146.64M | 39.41% | 3.46M shares | 44.45% → 39.41%-5.04 pp -295.49K (-7.86%) | Reduced | ↗▾ |
| 02 | SPTMSS SPDR P S&P 1500 COMP ETFPORTFOLI S&P1500 View history and evidence | $42.22M | 11.35% | 563.71K shares | 6.35% → 11.35%+5.00 pp +260.41K (+85.86%) | Added | ↗▾ |
| 03 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $41.46M | 11.14% | 1.20M shares | 12.94% → 11.14%-1.80 pp -146.64K (-10.89%) | Reduced | ↗▾ |
| 04 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $31.67M | 8.51% | 1.09M shares | 10.01% → 8.51%-1.50 pp -161.74K (-12.88%) | Reduced | ↗▾ |
| 05 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $14.97M | 4.02% | 150.94K shares | 3.75% → 4.02%+0.27 pp +27.71K (+22.48%) | Added | ↗▾ |
| 06 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $12.79M | 3.44% | 315.80K shares | 1.85% → 3.44%+1.59 pp +150.34K (+90.87%) | Added | ↗▾ |
| 07 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $10.82M | 2.91% | 103.57K shares | 2.75% → 2.91%+0.16 pp +18.90K (+22.33%) | Added | ↗▾ |
| 08 | SPEMSTATE STREET SP PTF EM ETFPORTFOLIO EMG MK View history and evidence | $9.86M | 2.65% | 230.59K shares | 1.16% → 2.65%+1.49 pp +134.65K (+140.34%) | Added | ↗▾ |
| 09 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $6.81M | 1.83% | 202.71K shares | 1.80% → 1.83%+0.03 pp +26.86K (+15.27%) | Added | ↗▾ |
| 10 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $6.72M | 1.80% | 132.59K shares | 1.04% → 1.80%+0.76 pp +66.20K (+99.73%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BSV VANGUARD SHORT-TERM BOND ETF | Non-derivative | -23,309 | -$1.82M | SEC filing ↗ | SEC filing ↗ |
| STIP ISHARES 0-5 YEAR TIPS BOND E | Non-derivative | -6,579 | -$680.73K | SEC filing ↗ | SEC filing ↗ |
| LQDH ISHARES INT HEDG CORP BD ETF | Non-derivative | -7,121 | -$657.05K | SEC filing ↗ | SEC filing ↗ |
3 / 4 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, 2025
Data loaded Oct 15, 2026 · First reported Jul 22, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 372084148
}Research all 46 reported holdings.
This page includes 30 of 46 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 46 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1745945","quarter":"2025Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1745945","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.