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Aquire Wealth Advisors, LLC
Aquire Wealth Advisors, LLC is a registered investment adviser based in Salt Lake City, Utah. The firm primarily provides investment advisory and portfolio management services to individual investors and institutions. Founded in 2018, it operates with a team of dedicated professionals focused on delivering tailored financial solutions. Aquire Wealth Advisors serves clients seeking strategic, long-term guidance and custom portfolio construction.
Investment Strategy
Aquire Wealth Advisors, LLC primarily focuses on customized portfolio management for clients, investing across a diversified range of equities. The firm manages portfolios tailored to individual risk profiles and financial objectives, with a bias toward long-term capital appreciation. It employs fundamental analysis in stock selection, constructing portfolios across a range of sectors to ensure diversification. The firm’s philosophy emphasizes disciplined asset allocation, risk management, and regular rebalancing to meet client goals.
Latest 13F Filing Activity
Aquire Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 48 equity positions and 1 options positions with a total 13F market value of $406M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Aquire Wealth Advisors, LLC reduced exposure to SPDR Series Trust, SPDR Series Trust, Netflix Inc. among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 40.60% | $165.0M | 3,605,368 | $32.20 | $45.76 | +$18.3M |
D DFAI | DIMENSIONAL ETF TRUST | 11.18% | $45.4M | 1,249,322 | $27.44 | $36.35 | +$4.0M |
S SPTM | SPDR SERIES TRUST | 10.63% | $43.2M | 535,588 | $64.77 | $80.65 | +$979.2K |
D DFAE | DIMENSIONAL ETF TRUST | 8.80% | $35.8M | 1,134,204 | $24.45 | $31.53 | +$4.1M |
A AGG | ISHARES TR | 3.93% | $16.0M | 159,307 | $103.19 | $100.25 | +$996.9K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Call | $333.1K | 5 | $666.18 | $666.18 | +5 | +$333.1K |
Industry Allocation
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