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.
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 |