Aquire Wealth Advisors, LLC

Portfolio Overview

Aquire Wealth Advisors, LLC disclosed 49 positions worth $380.6M in its Form 13F-HR for Q1 2026 — $380.2M in common stock plus $325,170 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $COST and a full exit from $ANGX. The portfolio is most concentrated in Other (97.7% of disclosed assets). All figures are sourced directly from Aquire Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1745945.

• DIMENSIONAL ETF TRUST

  —

  Quality

  $154.2M3,418,428 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $47.5M1,219,756 sh

• SPDR SERIES TRUST

  —

  Quality

  $38.4M485,989 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $37.0M1,093,683 sh

• ISHARES TR

  —

  Quality

  $14.2M143,135 sh

• SPDR INDEX SHS FDS

  —

  Quality

  $12.5M272,766 sh

• ISHARES TR

  —

  Quality

  $11.0M103,929 sh

• SPDR INDEX SHS FDS

  —

  Quality

  $9.5M202,211 sh

• SPDR SERIES TRUST

  —

  Quality

  $6.2M186,180 sh

• SPDR SERIES TRUST

  —

  Quality

  $5.9M228,137 sh

Showing top 10 of 49 holdings.

Full Holdings — Aquire Wealth Advisors, LLC (Q1 2026)

All 49 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	DIMENSIONAL ETF TRUST	$154.2M	40.6%	+3%	—
2	—	DIMENSIONAL ETF TRUST	$47.5M	12.5%	+1%	—
3	—	SPDR SERIES TRUST	$38.4M	10.1%	-6%	—
4	—	DIMENSIONAL ETF TRUST	$37.0M	9.7%	+1%	—
5	—	ISHARES TR	$14.2M	3.7%	-0%	—
6	—	SPDR INDEX SHS FDS	$12.5M	3.3%	-5%	—
7	—	ISHARES TR	$11.0M	2.9%	-1%	—
8	—	SPDR INDEX SHS FDS	$9.5M	2.5%	-6%	—
9	—	SPDR SERIES TRUST	$6.2M	1.6%	-1%	—
10	—	SPDR SERIES TRUST	$5.9M	1.6%	-3%	—
11	—	ISHARES TR	$5.7M	1.5%	+60%	—
12	—	ISHARES TR	$5.0M	1.3%	-0%	—
13	—	SPDR SERIES TRUST	$3.4M	0.9%	-17%	—
14	—	SPDR SERIES TRUST	$2.6M	0.7%	-6%	—
15	—	VANGUARD TAX-MANAGED FDS	$2.5M	0.7%	-4%	—
16	—	DIMENSIONAL ETF TRUST	$2.2M	0.6%	+0%	—
17	—	VANGUARD INDEX FDS	$2.1M	0.6%	-4%	—
18	$NVDA	NVIDIA CORP	$1.6M	0.4%	+14%	90.2
19	—	VANGUARD SCOTTSDALE FDS	$1.5M	0.4%	+0%	—
20	—	VANGUARD INDEX FDS	$1.5M	0.4%	-15%	—
21	—	SPDR SERIES TRUST	$1.4M	0.4%	-28%	—
22	—	DIMENSIONAL ETF TRUST	$1.2M	0.3%	-50%	—
23	$AAPL	Apple Inc.	$1.2M	0.3%	+19%	76.1
24	—	VANGUARD INDEX FDS	$938,786	0.3%	+1%	—
25	—	VANECK ETF TRUST	$896,749	0.2%	+0%	—
26	—	VANGUARD INTL EQUITY INDEX F	$880,979	0.2%	-5%	—
27	$COST	COSTCO WHOLESALE CORP /NEW	$823,051	0.2%	NEW	67
28	$TSLA	Tesla, Inc.	$754,653	0.2%	+10%	50.1
29	$AMZN	AMAZON COM INC	$687,291	0.2%	+14%	74.6
30	$GOOG	Alphabet Inc.	$667,233	0.2%	+14%	80.2
31	$GLD	SPDR GOLD TRUST	$647,586	0.2%	+0%	—
32	—	SCHWAB STRATEGIC TR	$580,882	0.1%	+1%	—
33	—	ISHARES TR	$470,324	0.1%	+2%	—
34	$MSFT	MICROSOFT CORP	$417,674	0.1%	+48%	83.7
35	—	SPDR INDEX SHS FDS	$374,124	0.1%	-13%	—
36	$SPY	SPDR S&P 500 ETF TRUST	$361,768	0.1%	+1%	—
37	$APH	AMPHENOL CORP /DE/	$339,376	0.1%	-4%	80.5
38	$NFLX	NETFLIX INC	$331,333	0.1%	+10%	86.7
39	$SPYCALL	SPDR S&P 500 ETF TRUST	$325,170	—	+0%	—
40	$XOM	EXXON MOBIL CORP	$321,845	0.1%	NEW	61.8
41	—	ISHARES TR	$311,647	0.1%	+3%	—
42	$META	Meta Platforms, Inc.	$311,263	0.1%	+18%	80.9
43	$BRK.B	BERKSHIRE HATHAWAY INC	$286,562	0.1%	+10%	64.5
44	—	SCHWAB STRATEGIC TR	$282,472	0.1%	+0%	—
45	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$273,841	0.1%	+0%	—
46	—	VANGUARD INDEX FDS	$244,496	0.1%	-1%	—
47	$AHR	American Healthcare REIT, Inc.	$242,733	0.1%	+0%	63.7
48	—	ISHARES TR	$238,906	0.1%	+0%	—
49	$GOOGL	Alphabet Inc.	$209,840	0.1%	NEW	80.2