StockDriftsStockDriftsTop 50 Aquire Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 42.84% | 3.61M | $186.8M | +5.70%(+195.00K) | $32.58(+64.88%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.43% | 1.31M | $54.2M | +7.73%(+94.25K) | $28.16(+53.96%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 10.46% | 1.13M | $45.6M | +3.74%(+40.92K) | $24.75(+59.04%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 9.72% | 466.9K | $42.4M | -3.93%(-19.08K) | $62.51(+50.85%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.01% | 260.6K | $13.1M | -4.47%(-12.20K) | $37.11(+40.66%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.94% | 129.6K | $12.8M | -9.44%(-13.52K) | $103.64(-6.01%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.32% | 93.9K | $10.1M | -9.65%(-10.03K) | $111.51(-5.18%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.3% | 193.6K | $10.0M | -4.28%(-8.64K) | $41.38(+27.05%) | 2026-06-30 | |
| TFLO | ISHARES TR | 2.06% | 177.6K | $9.0M | +58.81%(+65.76K) | $50.60(-0.04%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 1.27% | 165.9K | $5.6M | -10.90%(-20.30K) | $34.74(-4.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.87% | +51.56% | — | — | +37.48% |
| Top 20 Holdings Unweighted | +9.91% | +32.77% | — | — | +16.77% |
Aquire Wealth Advisors, LLC reports $436.33M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (42.8%), DFAI (12.4%) and DFAE (10.5%). The top 20 holdings account for 95.91% of reported assets. Its disclosed equity book has returned +51.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aquire Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1745945). View Aquire Wealth Advisors, LLC’s 13F filings on SEC