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The Analysis of Aquire Wealth Advisors, LLC's Holdings & P&L

Currently, Aquire Wealth Advisors, LLC holds 53 types of securities in its portfolio with a total value $436.0M. In the most recent quarter, they have increased their positions in DFAU (+195.0K shares, valued at $10.1M), DFAI (+94.3K shares, valued at $3.9M), TFLO (+65.8K shares, valued at $3.3M); decreased their positions in SPTM (-19.1K shares, valued at $1.7M), N/A (-13.5K shares, valued at $1.3M), MUB (-10.0K shares, valued at $1.1M); initiated new positions in N/A (+712 shares, valued at $269.0K), VGT (+1.9K shares, valued at $229.1K), DFSV (+5.8K shares, valued at $225.4K).

1M P&L

+13.2M+3.22%

3M P&L

+9.9M+2.40%

HY P&L

+29.9M+7.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A410.8M

98.2%

2Semiconductors1.8M

0.4%

3Consumer Electronics1.4M

0.3%

Top Industries by Stock Count

1N/A35 stocks

77.8%

2Internet Content & Information2 stocks

4.4%

3Internet Retail1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST3.6M shares5.70%2026-06-302026-08-06

DFAI DIMENSIONAL ETF TRUST1.3M shares7.73%2026-06-302026-08-06

DFAE DIMENSIONAL ETF TRUST1.1M shares3.74%2026-06-302026-08-06

SPTM SPDR SERIES TRUST466.9K shares-3.93%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS260.6K shares-4.47%2026-06-302026-08-06

ISHARES TR ISHARES TR129.6K shares-9.44%2026-06-302026-08-06

MUB ISHARES TR93.9K shares-9.65%2026-06-302026-08-06

SPEM SPDR INDEX SHS FDS193.6K shares-4.28%2026-06-302026-08-06

Sponsored

TFLO ISHARES TR177.6K shares58.81%2026-06-302026-08-06

SPIB SPDR SERIES TRUST165.9K shares-10.90%2026-06-302026-08-06

IWV ISHARES TR12.8K shares-4.21%2026-06-302026-08-06

SPIP SPDR SERIES TRUST206.8K shares-9.36%2026-06-302026-08-06

TFI SPDR SERIES TRUST60.1K shares-18.89%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS36.2K shares-5.63%2026-06-302026-08-06

DFAC DIMENSIONAL ETF TRUST57.2K shares0.00%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares-0.59%2026-06-302026-08-06

Sponsored

SPAB SPDR SERIES TRUST89.6K shares-12.66%2026-06-302026-08-06

NVDA NVIDIA CORPORATION9.1K shares0.55%2026-06-302026-08-06

VONG VANGUARD SCOTTSDALE FDS14.0K shares0.00%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS16.7K shares0.73%2026-06-302026-08-06

AAPL APPLE INC4.8K shares2.70%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST35.8K shares0.02%2026-06-302026-08-06

SHM SPDR SERIES TRUST26.8K shares-5.73%2026-06-302026-08-06

VOO VANGUARD INDEX FDS1.4K shares-11.27%2026-06-302026-08-06

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GOOGL ALPHABET INC2.6K shares11.68%2026-06-302026-08-06

TSLA TESLA INC2.2K shares7.83%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F15.2K shares-6.60%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION833 shares0.85%2026-06-302026-08-06

AMZN AMAZON COM INC3.3K shares-0.97%2026-06-302026-08-06

ITM VANECK ETF TRUST15.8K shares-17.97%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR23.1K shares0.00%2026-06-302026-08-06

GLD SPDR GOLD TR1.5K shares0.00%2026-06-302026-08-06

Sponsored

AOA ISHARES TR5.4K shares2.48%2026-06-302026-08-06

MSFT MICROSOFT CORP1.3K shares14.45%2026-06-302026-08-06

APH AMPHENOL CORP2.6K shares-3.05%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T563 shares1.26%2026-06-302026-08-06

RWO SPDR INDEX SHS FDS7.4K shares-9.74%2026-06-302026-08-06

AOR ISHARES TR4.9K shares2.09%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC605 shares11.21%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR12.0K shares4.80%2026-06-302026-08-06

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MDY STATE STR SPDR S&P MIDCAP 40446 shares0.45%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL597 shares-0.17%2026-06-302026-08-06

BROADCOM INC BROADCOM INC712 sharesnew addition2026-06-302026-08-06

AHR AMERICAN HEALTHCARE REIT INC5.1K shares0.00%2026-06-302026-08-06

GOOG ALPHABET INC726 shares-0.82%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.3.5K shares2.70%2026-06-302026-08-06

VBR VANGUARD INDEX FDS974 shares-13.42%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP1.7K shares-8.75%2026-06-302026-08-06

Sponsored

VGT VANGUARD WORLD FD1.9K sharesnew addition2026-06-302026-08-06

DFSV DIMENSIONAL ETF TRUST5.8K sharesnew addition2026-06-302026-08-06

VO VANGUARD INDEX FDS2.8K sharesnew addition2026-06-302026-08-06

AOM ISHARES TR4.3K sharesnew addition2026-06-302026-08-06

IJH ISHARES TR2.7K sharesnew addition2026-06-302026-08-06

DFAU

DIMENSIONAL ETF TRUST

5.70%

Shares3.6M

Event2026-06-30

Filed2026-08-06

DFAI

DIMENSIONAL ETF TRUST

7.73%

Shares1.3M

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL ETF TRUST

3.74%

Shares1.1M

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

-3.93%

Shares466.9K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

-4.47%

Shares260.6K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-9.44%

Shares129.6K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES TR

-9.65%

Shares93.9K

Event2026-06-30

Filed2026-08-06

SPEM

SPDR INDEX SHS FDS

-4.28%

Shares193.6K

Event2026-06-30

Filed2026-08-06

TFLO

ISHARES TR

58.81%

Shares177.6K

Event2026-06-30

Filed2026-08-06

SPIB

SPDR SERIES TRUST

-10.90%

Shares165.9K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

-4.21%

Shares12.8K

Event2026-06-30

Filed2026-08-06

SPIP

SPDR SERIES TRUST

-9.36%

Shares206.8K

Event2026-06-30

Filed2026-08-06

TFI

SPDR SERIES TRUST

-18.89%

Shares60.1K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-5.63%

Shares36.2K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares57.2K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-0.59%

Shares6.5K

Event2026-06-30

Filed2026-08-06

SPAB

SPDR SERIES TRUST

-12.66%

Shares89.6K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

0.55%

Shares9.1K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

0.73%

Shares16.7K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

2.70%

Shares4.8K

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

0.02%

Shares35.8K

Event2026-06-30

Filed2026-08-06

SHM

SPDR SERIES TRUST

-5.73%

Shares26.8K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-11.27%

Shares1.4K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

11.68%

Shares2.6K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

7.83%

Shares2.2K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-6.60%

Shares15.2K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

0.85%

Shares833

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-0.97%

Shares3.3K

Event2026-06-30

Filed2026-08-06

ITM

VANECK ETF TRUST

-17.97%

Shares15.8K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares23.1K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

AOA

ISHARES TR

2.48%

Shares5.4K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

14.45%

Shares1.3K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

-3.05%

Shares2.6K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

1.26%

Shares563

Event2026-06-30

Filed2026-08-06

RWO

SPDR INDEX SHS FDS

-9.74%

Shares7.4K

Event2026-06-30

Filed2026-08-06

AOR

ISHARES TR

2.09%

Shares4.9K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

11.21%

Shares605

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

4.80%

Shares12.0K

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

0.45%

Shares446

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.17%

Shares597

Event2026-06-30

Filed2026-08-06

BROADCOM INC

New

Shares712

Event2026-06-30

Filed2026-08-06

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-0.82%

Shares726

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

2.70%

Shares3.5K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

-13.42%

Shares974

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-8.75%

Shares1.7K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

DFSV

DIMENSIONAL ETF TRUST

New

Shares5.8K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

New

Shares2.8K

Event2026-06-30

Filed2026-08-06

AOM

ISHARES TR

New

Shares4.3K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T500 shares0.00%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

Put Option Holdings

No put option holdings data available