Aquire Wealth Advisors, LLC: 13F holdings
CIK 17459452026Q2
| Positions | 53 |
|---|
| Reported value | $436.3m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 53 (+5 vs prior quarter) |
|---|
| Reported value | $436.3m (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 3,613,432 | $186.8m | 42.8% |
| DFAI DIMENSIONAL ETF TRUST | 1,314,008 | $54.2m | 12.4% |
| DFAE DIMENSIONAL ETF TRUST | 1,134,603 | $45.6m | 10.5% |
| SPYM SPDR SERIES TRUST | 466,911 | $42.4m | 9.7% |
| EWU SPDR INDEX SHS FDS | 260,566 | $13.1m | 3.0% |
| AGG ISHARES TR | 129,620 | $12.8m | 2.9% |
| MUB ISHARES TR | 93,898 | $10.1m | 2.3% |
| SPEM SPDR INDEX SHS FDS | 193,566 | $10.0m | 2.3% |
| TFLO ISHARES TR | 177,566 | $9.0m | 2.1% |
| SPIB SPDR SERIES TRUST | 165,882 | $5.6m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1745945")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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