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
- DFAU - DIMENSIONAL ETF TRUST, 40.44%
- DFAI - DIMENSIONAL ETF TRUST, 12.46%
- 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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