Aquire Wealth Advisors, LLC
CIK 1745945 · Holdings on Sep 30, 2025 · First reported Oct 17, 2025
Top ten holdings
Q3 2025- DFAU40.64%
- DFAI11.19%
- SPTM10.64%
- DFAE8.81%
- AGG3.93%
- SPDW3.14%
- MUB2.79%
- SPEM2.54%
- TFLO1.99%
- SPIB1.71%
Share classes counted separately87.38%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAUWeight increased · +1.23 pp39.41% → 40.64%Shares +143.58K (+4.15%)
- SPTMWeight decreased · -0.71 pp11.35% → 10.64%Shares -28.12K (-4.99%)
- DFAEWeight increased · +0.30 pp8.51% → 8.81%Shares +40.15K (+3.67%)
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 | $164.98M | 40.64% | 3.61M shares | 39.41% → 40.64%+1.23 pp +143.58K (+4.15%) | Added | ↗▾ |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $45.41M | 11.19% | 1.25M shares | 11.14% → 11.19%+0.05 pp +49.93K (+4.16%) | Added | ↗▾ |
| 03 | SPTMSS SPDR P S&P 1500 COMP ETFPORTFOLI S&P1500 View history and evidence | $43.20M | 10.64% | 535.59K shares | 11.35% → 10.64%-0.71 pp -28.12K (-4.99%) | Reduced | ↗▾ |
| 04 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $35.76M | 8.81% | 1.13M shares | 8.51% → 8.81%+0.30 pp +40.15K (+3.67%) | Added | ↗▾ |
| 05 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $15.97M | 3.93% | 159.31K shares | 4.02% → 3.93%-0.09 pp +8.36K (+5.54%) | Added | ↗▾ |
| 06 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $12.77M | 3.14% | 298.32K shares | 3.44% → 3.14%-0.30 pp -17.48K (-5.53%) | Reduced | ↗▾ |
| 07 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $11.32M | 2.79% | 106.27K shares | 2.91% → 2.79%-0.12 pp +2.70K (+2.61%) | Added | ↗▾ |
| 08 | SPEMSTATE STREET SP PTF EM ETFPORTFOLIO EMG MK View history and evidence | $10.32M | 2.54% | 220.44K shares | 2.65% → 2.54%-0.11 pp -10.15K (-4.40%) | Reduced | ↗▾ |
| 09 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $8.06M | 1.99% | 159.39K shares | 1.80% → 1.99%+0.19 pp +26.80K (+20.22%) | Added | ↗▾ |
| 10 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $6.96M | 1.71% | 205.35K shares | 1.83% → 1.71%-0.12 pp +2.65K (+1.31%) | Added | ↗▾ |
Options overlay 1
$333.09K 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 | $333.09K | +500 | ▾ |
1 / 1 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1745945 · Period Sep 30, 2025
Data loaded Oct 15, 2026 · First reported Oct 17, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 406314735
}Research all 50 reported holdings.
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