Aquire Wealth Advisors, LLC

Portfolio Overview

Aquire Wealth Advisors, LLC disclosed 54 positions worth $436.3M in its Form 13F-HR for Q2 2026 — $436.0M in common stock plus $373,385 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 6 new positions and exited 1 — including a new stake in $AVGO. 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 - US CORE EQT MKT

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  Quality

  $186.8M3,613,432 sh

• DIMENSIONAL ETF TRUST - INTL CORE EQT MK

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  Quality

  $54.2M1,314,008 sh

• DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG

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  Quality

  $45.6M1,134,603 sh

• SPDR SERIES TRUST - ST STR PR SP1500

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  Quality

  $42.4M466,911 sh

• SPDR INDEX SHS FDS - ST STR PO EX ETF

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  Quality

  $13.1M260,566 sh

• ISHARES TR - CORE US AGGBD ET

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  Quality

  $12.8M129,620 sh

• ISHARES TR - NATIONAL MUN ETF

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  Quality

  $10.1M93,898 sh

• SPDR INDEX SHS FDS - ST PORT MARK ETF

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  Quality

  $10.0M193,566 sh

• ISHARES TR - TRS FLT RT BD

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  Quality

  $9.0M177,566 sh

• SPDR SERIES TRUST - ST INTER BD ETF

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  Quality

  $5.6M165,882 sh

Showing top 10 of 54 holdings.

Full Holdings — Aquire Wealth Advisors, LLC (Q2 2026)

All 54 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 - US CORE EQT MKT	$186.8M	42.8%	+6%	—
2	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$54.2M	12.4%	+8%	—
3	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	$45.6M	10.5%	+4%	—
4	—	SPDR SERIES TRUST - ST STR PR SP1500	$42.4M	9.7%	-4%	—
5	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	$13.1M	3.0%	-4%	—
6	—	ISHARES TR - CORE US AGGBD ET	$12.8M	2.9%	-9%	—
7	—	ISHARES TR - NATIONAL MUN ETF	$10.1M	2.3%	-10%	—
8	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	$10.0M	2.3%	-4%	—
9	—	ISHARES TR - TRS FLT RT BD	$9.0M	2.1%	+59%	—
10	—	SPDR SERIES TRUST - ST INTER BD ETF	$5.6M	1.3%	-11%	—
11	—	ISHARES TR - RUSSELL 3000 ETF	$5.5M	1.3%	-4%	—
12	—	SPDR SERIES TRUST - ST STR TIPS ETF	$5.3M	1.2%	-9%	—
13	—	SPDR SERIES TRUST - ST STR NUVEE ETF	$2.8M	0.6%	-19%	—
14	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$2.6M	0.6%	-6%	—
15	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$2.5M	0.6%	+0%	—
16	—	VANGUARD INDEX FDS - TOTAL STK MKT	$2.4M	0.6%	-1%	—
17	—	SPDR SERIES TRUST - ST STR AGGRE ETF	$2.3M	0.5%	-13%	—
18	$NVDA	NVIDIA CORP	$1.8M	0.4%	+1%	85.9
19	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW	$1.8M	0.4%	+0%	—
20	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$1.6M	0.4%	+1%	—
21	$AAPL	Apple Inc.	$1.4M	0.3%	+3%	76.3
22	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$1.3M	0.3%	+0%	—
23	—	SPDR SERIES TRUST - ST NUVE TERM ETF	$1.3M	0.3%	-6%	—
24	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$957,457	0.2%	-11%	—
25	$GOOG	Alphabet Inc.	$926,104	0.2%	+12%	78.1
26	$TSLA	Tesla, Inc.	$920,693	0.2%	+8%	53.6
27	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$908,742	0.2%	-7%	—
28	$COST	COSTCO WHOLESALE CORP /NEW	$779,247	0.2%	+1%	65.9
29	$AMZN	AMAZON COM INC	$778,895	0.2%	-1%	68.4
30	—	VANECK ETF TRUST - INTRMDT MUNI ETF	$744,463	0.2%	-18%	—
31	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$670,232	0.1%	+0%	—
32	$GLD	SPDR GOLD TRUST	$554,412	0.1%	+0%	—
33	—	ISHARES TR - CORE 80 20 ETF	$531,627	0.1%	+2%	—
34	$MSFT	MICROSOFT CORP	$481,839	0.1%	+14%	79.7
35	$APH	AMPHENOL CORP /DE/	$459,137	0.1%	-3%	79.1
36	$SPY	SPDR S&P 500 ETF TRUST	$420,700	0.1%	+1%	—
37	$SPYCALL	SPDR S&P 500 ETF TRUST	$373,385	—	+0%	—
38	—	SPDR INDEX SHS FDS - ST DOW GLOBA ETF	$366,760	0.1%	-10%	—
39	—	ISHARES TR - CORE 60 BALA ETF	$343,653	0.1%	+2%	—
40	$META	Meta Platforms, Inc.	$340,817	0.1%	+11%	79.6
41	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$331,320	0.1%	+5%	—
42	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$313,690	0.1%	+0%	—
43	$BRK.B	BERKSHIRE HATHAWAY INC	$298,733	0.1%	-0%	73.6
44	$AVGO	Broadcom Inc.	$268,958	0.1%	NEW	84.4
45	$AHR	American Healthcare REIT, Inc.	$268,416	0.1%	+0%	54
46	$GOOGL	Alphabet Inc.	$256,740	0.1%	-1%	78.1
47	$NFLX	NETFLIX INC	$252,685	0.1%	+3%	78.6
48	—	VANGUARD INDEX FDS - SM CP VAL ETF	$236,862	0.1%	-13%	—
49	$XOM.R34088	EXXON MOBIL CORP	$236,662	0.1%	-9%	57.7
50	—	VANGUARD WORLD FD - INF TECH ETF	$229,120	0.1%	NEW	—
51	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$225,370	0.1%	NEW	—
52	—	VANGUARD INDEX FDS - MID CAP ETF	$223,884	0.1%	NEW	—
53	—	ISHARES TR - CORE 40 MODE ETF	$215,874	0.1%	NEW	—
54	—	ISHARES TR - CORE S&P MCP ETF	$207,966	0.1%	NEW	—