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

Currently, Aquire Wealth Advisors, LLC holds 48 types of securities in its portfolio with a total value $380.2M. In the most recent quarter, they have increased their positions in DFAU (+102.5K shares, valued at $4.6M), TFLO (+41.8K shares, valued at $2.1M), COST (+826 shares, valued at $823.1K); decreased their positions in SPTM (-31.4K shares, valued at $2.5M), DFAX (-35.6K shares, valued at $1.2M), TFI (-15.6K shares, valued at $708.0K); initiated new positions in COST (+826 shares, valued at $823.1K), XOM (+1.9K shares, valued at $321.8K), N/A (+732 shares, valued at $209.8K).

1M P&L

+14.5M+3.59%

3M P&L

+17.6M+4.38%

HY P&L

+43.0M+11.46%

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/A371.1M

98.1%

2Semiconductors1.6M

0.4%

3Consumer Electronics1.2M

0.3%

Top Industries by Stock Count

1N/A33 stocks

75.0%

2Internet Retail1 stocks

2.3%

3REIT - Healthcare Facilities1 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST3.4M shares3.09%2026-03-312026-04-10

DFAI DIMENSIONAL ETF TRUST1.2M shares0.97%2026-03-312026-04-10

SPTM SPDR SERIES TRUST486.0K shares-6.07%2026-03-312026-04-10

DFAE DIMENSIONAL ETF TRUST1.1M shares1.12%2026-03-312026-04-10

AGG ISHARES TR143.1K shares-0.27%2026-03-312026-04-10

SPDW SPDR INDEX SHS FDS272.8K shares-5.36%2026-03-312026-04-10

MUB ISHARES TR103.9K shares-1.46%2026-03-312026-04-10

SPEM SPDR INDEX SHS FDS202.2K shares-5.78%2026-03-312026-04-10

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SPIB SPDR SERIES TRUST186.2K shares-1.43%2026-03-312026-04-10

SPIP SPDR SERIES TRUST228.1K shares-2.98%2026-03-312026-04-10

TFLO ISHARES TR111.8K shares59.67%2026-03-312026-04-10

IWV ISHARES TR13.4K shares-0.03%2026-03-312026-04-10

TFI SPDR SERIES TRUST74.1K shares-17.41%2026-03-312026-04-10

SPAB SPDR SERIES TRUST102.6K shares-5.62%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS38.4K shares-4.15%2026-03-312026-04-10

DFAC DIMENSIONAL ETF TRUST57.2K shares0.00%2026-03-312026-04-10

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VTI VANGUARD INDEX FDS6.6K shares-4.15%2026-03-312026-04-10

NVDA NVIDIA CORPORATION9.1K shares13.60%2026-03-312026-04-10

VONG VANGUARD SCOTTSDALE FDS14.0K shares0.00%2026-03-312026-04-10

VNQ VANGUARD INDEX FDS16.6K shares-14.71%2026-03-312026-04-10

SHM SPDR SERIES TRUST28.4K shares-27.87%2026-03-312026-04-10

DFAX DIMENSIONAL ETF TRUST35.8K shares-49.84%2026-03-312026-04-10

AAPL APPLE INC4.7K shares19.14%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares0.90%2026-03-312026-04-10

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ITM VANECK ETF TRUST19.3K shares0.12%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F16.3K shares-4.83%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION826 sharesnew addition2026-03-312026-04-10

TSLA TESLA INC2.0K shares10.15%2026-03-312026-04-10

AMZN AMAZON COM INC3.3K shares14.11%2026-03-312026-04-10

ALPHABET INC ALPHABET INC2.3K shares13.73%2026-03-312026-04-10

GLD SPDR GOLD TR1.5K shares0.00%2026-03-312026-04-10

SCHB SCHWAB STRATEGIC TR23.1K shares1.05%2026-03-312026-04-10

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AOA ISHARES TR5.3K shares2.37%2026-03-312026-04-10

MSFT MICROSOFT CORP1.1K shares47.84%2026-03-312026-04-10

RWO SPDR INDEX SHS FDS8.2K shares-13.04%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T556 shares1.46%2026-03-312026-04-10

APH AMPHENOL CORP2.7K shares-3.73%2026-03-312026-04-10

NFLX NETFLIX INC.3.4K shares9.75%2026-03-312026-04-10

XOM EXXON MOBIL CORP1.9K sharesnew addition2026-03-312026-04-10

AOR ISHARES TR4.8K shares2.89%2026-03-312026-04-10

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META META PLATFORMS INC544 shares17.75%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL598 shares9.52%2026-03-312026-04-10

SCHF SCHWAB STRATEGIC TR11.4K shares0.00%2026-03-312026-04-10

MDY STATE STR SPDR S&P MIDCAP 40444 shares0.00%2026-03-312026-04-10

VBR VANGUARD INDEX FDS1.1K shares-0.71%2026-03-312026-04-10

AHR AMERICAN HEALTHCARE REIT INC5.1K shares0.00%2026-03-312026-04-10

LQD ISHARES TR2.2K shares0.46%2026-03-312026-04-10

ALPHABET INC ALPHABET INC732 sharesnew addition2026-03-312026-04-10

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DFAU

DIMENSIONAL ETF TRUST

3.09%

Shares3.4M

Event2026-03-31

Filed2026-04-10

DFAI

DIMENSIONAL ETF TRUST

0.97%

Shares1.2M

Event2026-03-31

Filed2026-04-10

SPTM

SPDR SERIES TRUST

-6.07%

Shares486.0K

Event2026-03-31

Filed2026-04-10

DFAE

DIMENSIONAL ETF TRUST

1.12%

Shares1.1M

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

-0.27%

Shares143.1K

Event2026-03-31

Filed2026-04-10

SPDW

SPDR INDEX SHS FDS

-5.36%

Shares272.8K

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

-1.46%

Shares103.9K

Event2026-03-31

Filed2026-04-10

SPEM

SPDR INDEX SHS FDS

-5.78%

Shares202.2K

Event2026-03-31

Filed2026-04-10

SPIB

SPDR SERIES TRUST

-1.43%

Shares186.2K

Event2026-03-31

Filed2026-04-10

SPIP

SPDR SERIES TRUST

-2.98%

Shares228.1K

Event2026-03-31

Filed2026-04-10

TFLO

ISHARES TR

59.67%

Shares111.8K

Event2026-03-31

Filed2026-04-10

IWV

ISHARES TR

-0.03%

Shares13.4K

Event2026-03-31

Filed2026-04-10

TFI

SPDR SERIES TRUST

-17.41%

Shares74.1K

Event2026-03-31

Filed2026-04-10

SPAB

SPDR SERIES TRUST

-5.62%

Shares102.6K

Event2026-03-31

Filed2026-04-10

VEA

VANGUARD TAX-MANAGED FDS

-4.15%

Shares38.4K

Event2026-03-31

Filed2026-04-10

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares57.2K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-4.15%

Shares6.6K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

13.60%

Shares9.1K

Event2026-03-31

Filed2026-04-10

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-10

VNQ

VANGUARD INDEX FDS

-14.71%

Shares16.6K

Event2026-03-31

Filed2026-04-10

SHM

SPDR SERIES TRUST

-27.87%

Shares28.4K

Event2026-03-31

Filed2026-04-10

DFAX

DIMENSIONAL ETF TRUST

-49.84%

Shares35.8K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

19.14%

Shares4.7K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.90%

Shares1.6K

Event2026-03-31

Filed2026-04-10

ITM

VANECK ETF TRUST

0.12%

Shares19.3K

Event2026-03-31

Filed2026-04-10

VWO

VANGUARD INTL EQUITY INDEX F

-4.83%

Shares16.3K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

New

Shares826

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

10.15%

Shares2.0K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

14.11%

Shares3.3K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

13.73%

Shares2.3K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-10

SCHB

SCHWAB STRATEGIC TR

1.05%

Shares23.1K

Event2026-03-31

Filed2026-04-10

AOA

ISHARES TR

2.37%

Shares5.3K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

47.84%

Shares1.1K

Event2026-03-31

Filed2026-04-10

RWO

SPDR INDEX SHS FDS

-13.04%

Shares8.2K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

1.46%

Shares556

Event2026-03-31

Filed2026-04-10

APH

AMPHENOL CORP

-3.73%

Shares2.7K

Event2026-03-31

Filed2026-04-10

NFLX

NETFLIX INC.

9.75%

Shares3.4K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

New

Shares1.9K

Event2026-03-31

Filed2026-04-10

AOR

ISHARES TR

2.89%

Shares4.8K

Event2026-03-31

Filed2026-04-10