Aquire Wealth Advisors, LLC holds a concentrated book of 53 stocks worth $436.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Broadcom Inc and trimmed SS SPDR P S&P 1500 Comp ETF. Their largest long position is Dimensional US Core Equity M at 43% of the equity book. They also disclosed $373K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Aquire Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 54 / 53 | $443.8B |
| JPMORGAN CHASE & CO | 54 / 53 | $430.1B |
| BANK OF AMERICA CORP /DE/ | 54 / 53 | $325.7B |
| WELLS FARGO & COMPANY/MN | 54 / 53 | $125.8B |
| ROYAL BANK OF CANADA | 54 / 53 | $121.5B |
| UBS Group AG | 54 / 53 | $118.3B |
| RAYMOND JAMES FINANCIAL INC | 54 / 53 | $86.3B |
| LPL Financial LLC | 54 / 53 | $68.8B |
Ranked by how many of Aquire Wealth Advisors, LLC's top 53 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $186.8M | 3.61M | 42.8% | ▲+5.7% Added · +195K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $54.2M | 1.31M | 12.4% | ▲+7.7% Added · +94K sh | |
| 3 | Dimensional ETF Trust EMGR CRE EQT MNG | $45.6M | 1.13M | 10.5% | ▲+3.7% Added · +41K sh | |
| 4 | SPDR Series Trust ST STR PR SP1500 | $42.4M | 466.9K | 9.7% | ▼−3.9% Reduced · −19K sh | |
| 5 | SPDR Index SHS FDS ST STR PO EX ETF | $13.1M | 260.6K | 3.0% | ▼−4.5% Reduced · −12K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $12.8M | 129.6K | 2.9% | ▼−9.4% Reduced · −14K sh | |
| 7 | Ishares TR NATIONAL MUN ETF | $10.1M | 93.9K | 2.3% | ▼−9.7% Reduced · −10K sh | |
| 8 | SPDR Index SHS FDS ST PORT MARK ETF | $10.0M | 193.6K | 2.3% | ▼−4.3% Reduced · −9K sh | |
| 9 | Ishares TR TRS FLT RT BD | $9.0M | 177.6K | 2.1% | ▲+59% Added · +66K sh | |
| 10 | SPDR Series Trust ST INTER BD ETF | $5.6M | 165.9K | 1.3% | ▼−11% Reduced · −20K sh | |
| 11 | Ishares TR RUSSELL 3000 ETF | $5.5M | 12.8K | 1.3% | ▼−4.2% Reduced · −564 sh | |
| 12 | SPDR Series Trust ST STR TIPS ETF | $5.3M | 206.8K | 1.2% | ▼−9.3% Reduced · −21K sh | |
| 13 | SPDR Series Trust ST STR NUVEE ETF | $2.8M | 60.1K | 0.6% | ▼−19% Reduced · −14K sh | |
| 14 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.6M | 36.2K | 0.6% | ▼−5.6% Reduced · −2K sh | |
| 15 | Dimensional ETF Trust US COR EQU 2 ETF | $2.5M | 57.2K | 0.6% | —Held | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.5K | 0.6% | ▼−0.6% Reduced · −39 sh | |
| 17 | SPDR Series Trust ST STR AGGRE ETF | $2.3M | 89.6K | 0.5% | ▼−13% Reduced · −13K sh | |
| 18 | Nvidia Corporation COM | $1.8M | 9.1K | 0.4% | ▲+0.6% Added · +50 sh | |
| 19 | Vanguard Scottsdale FDS VNG RUS1000GRW | $1.8M | 14.0K | 0.4% | —Held | |
| 20 | Vanguard Index FDS REAL ESTATE ETF | $1.6M | 16.7K | 0.4% | ▲+0.7% Added · +122 sh | |
| 21 | Apple Inc COM | $1.4M | 4.8K | 0.3% | ▲+2.7% Added · +127 sh | |
| 22 | Dimensional ETF Trust WORLD EX US CORE | $1.3M | 35.8K | 0.3% | ▲~0% Added · +6 sh | |
| 23 | SPDR Series Trust ST NUVE TERM ETF | $1.3M | 26.8K | 0.3% | ▼−5.7% Reduced · −2K sh | |
| 24 | Vanguard Index FDS S&P 500 ETF SHS | $957K | 1.4K | 0.2% | ▼−11% Reduced · −177 sh | |
| 25 | Alphabet Inc CAP STK CL A | $926K | 2.6K | 0.2% | ▲+12% Added · +271 sh | |
| 26 | Tesla Inc COM | $921K | 2.2K | 0.2% | ▲+7.8% Added · +159 sh | |
| 27 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $909K | 15.2K | 0.2% | ▼−6.6% Reduced · −1K sh | |
| 28 | Costco Wholesale Corporation COM | $779K | 833 | 0.2% | ▲+0.8% Added · +7 sh | |
| 29 | Amazon Com Inc COM | $779K | 3.3K | 0.2% | ▼−1.0% Reduced · −32 sh | |
| 30 | Vaneck ETF Trust INTRMDT MUNI ETF | $744K | 15.8K | 0.2% | ▼−18% Reduced · −3K sh | |
| 31 | Schwab Strategic TR US BRD MKT ETF | $670K | 23.1K | 0.2% | —Held | |
| 32 | SPDR Gold TR GOLD SHS | $554K | 1.5K | 0.1% | —Held | |
| 33 | Ishares TR CORE 80 20 ETF | $532K | 5.4K | 0.1% | ▲+2.5% Added · +132 sh | |
| 34 | Microsoft Corp COM | $482K | 1.3K | 0.1% | ▲+14% Added · +163 sh | |
| 35 | Amphenol Corp CL A | $459K | 2.6K | 0.1% | ▼−3.0% Reduced · −82 sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $421K | 563 | 0.1% | ▲+1.3% Added · +7 sh | |
| 37 | SPDR Index SHS FDS ST DOW GLOBA ETF | $367K | 7.4K | 0.1% | ▼−9.7% Reduced · −796 sh | |
| 38 | Ishares TR CORE 60 BALA ETF | $344K | 4.9K | 0.1% | ▲+2.1% Added · +101 sh | |
| 39 | Meta Platforms Inc CL A | $341K | 605 | 0.1% | ▲+11% Added · +61 sh | |
| 40 | Schwab Strategic TR INTL EQTY ETF | $331K | 12.0K | 0.1% | ▲+4.8% Added · +548 sh | |
| 41 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $314K | 446 | 0.1% | ▲+0.5% Added · +2 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $299K | 597 | 0.1% | ▼−0.2% Reduced · −1 sh | |
| 43 | Broadcom Inc COM | $269K | 712 | 0.1% | ▲New New position | |
| 44 | American Healthcare REIT Inc COM SHS | $268K | 5.1K | 0.1% | —Held | |
| 45 | Alphabet Inc CAP STK CL C | $257K | 726 | 0.1% | ▼−0.8% Reduced · −6 sh | |
| 46 | Netflix Inc. COM | $253K | 3.5K | 0.1% | ▲+2.7% Added · +93 sh | |
| 47 | Vanguard Index FDS SM CP VAL ETF | $237K | 974 | 0.1% | ▼−13% Reduced · −151 sh | |
| 48 | Exxon Mobil Corp COM | $237K | 1.7K | 0.1% | ▼−8.8% Reduced · −166 sh | |
| 49 | Vanguard World FD INF TECH ETF | $229K | 1.9K | 0.1% | ▲New New position | |
| 50 | Dimensional ETF Trust US SMALL CAP ETF | $225K | 5.8K | 0.1% | ▲New New position |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1745945/holdings"
Use Arkolith to show Aquire Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $373K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.