Aquire Wealth Advisors, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.1% | $4,887,759 |
| Communication Services | 15.3% | $1,775,936 |
| Consumer Cyclical | 14.6% | $1,699,588 |
| Unclassified | 14.3% | $1,661,916 |
| Consumer Defensive | 6.7% | $779,246 |
| Financial Services | 2.6% | $298,732 |
| Real Estate | 2.3% | $268,416 |
| Energy | 2.0% | $236,662 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +265 | 3,317 | $1,182,462 | |
| MSFT | Microsoft Corp | +163 | 1,291 | $481,568 | |
| TSLA | Tesla, Inc. | +159 | 2,189 | $920,693 | |
| AAPL | Apple Inc. | +127 | 4,827 | $1,396,740 | |
| NFLX | Netflix Inc | +93 | 3,539 | $252,684 | |
| META | Meta Platforms, Inc. | +61 | 605 | $340,790 | |
| NVDA | Nvidia Corp | +50 | 9,107 | $1,822,219 | |
| COST | Costco Wholesale Corp /New | +7 | 833 | $779,246 | |
| SPY | Spdr S&P 500 ETF Trust | +7 | 1,063 | $793,816 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +2 | 446 | $313,689 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 712 | $268,958 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 9,107 | $1,822,219 | 15.70% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,827 | $1,396,740 | 12.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,317 | $1,182,462 | 10.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,189 | $920,693 | 7.93% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 2,604 | $918,274 | 7.91% | |
| SPY |
Spdr S&P 500 ETF Trust
CALL
+ SHARES
|
Added | 1,063 | $793,816 | 6.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 833 | $779,246 | 6.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,268 | $778,895 | 6.71% | |
| GLD |
Spdr Gold Trust
|
Held | 1,505 | $554,411 | 4.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,291 | $481,568 | 4.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 605 | $340,790 | 2.94% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 446 | $313,689 | 2.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 597 | $298,732 | 2.57% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 712 | $268,958 | 2.32% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
Held | 5,147 | $268,416 | 2.31% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,539 | $252,684 | 2.18% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 1,731 | $236,662 | 2.04% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.