Aquire Wealth Advisors, LLC - Portfolio overview

Aquire Wealth Advisors, LLC has 52 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. DFAU - DIMENSIONAL ETF TRUST, 40.44%
  2. DFAI - DIMENSIONAL ETF TRUST, 12.46%
  3. SPTM - SPDR SERIES TRUST, 10.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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