Aquire Wealth Advisors, LLC

CIK

1745945

Location

Salt Lake City, UT

Portfolio Value

Micro $9,563,307

Diversification

Diversified

Filing Date

Global Rank

#7,776 / 8,232 ▲ 267

Top Industry

Semiconductors 19.9%

3Y Alpha vs SPY

-1.6%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.5%

SPY

+76.3%

Annualised alpha

-1.6%

Max drawdown

−25.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.5%

−1.5 pts

Top 5

52.7%

−5.0 pts

Top 10

81.5%

−3.9 pts

HHI

852

Diversified−92

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.9%	$3,529,280	4
Unclassified	16.8%	$1,608,186	3
Consumer Cyclical	15.1%	$1,441,943	2
Communication Services	13.7%	$1,309,709	3
Consumer Defensive	8.6%	$823,051	1
Energy	3.4%	$321,845	1
Financial Services	3.0%	$286,561	1
Real Estate	2.5%	$242,732	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,084	9,057	$1,579,540
AAPL	Apple Inc.	+755	4,700	$1,192,813
AMZN	Amazon Com Inc	+408	3,300	$687,291
MSFT	Microsoft Corp	+365	1,128	$417,551
NFLX	Netflix Inc	+306	3,446	$331,332
GOOGL	Alphabet Inc.	+280	2,320	$667,139
TSLA	Tesla, Inc.	+187	2,030	$754,652
META	Meta Platforms, Inc.	+82	544	$311,238
BRK-B	Berkshire Hathaway Inc	+52	598	$286,561
SPY	Spdr S&P 500 ETF Trust	+8	1,056	$686,759
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
APH	Amphenol Corp /De/	−104	2,686	$339,376
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	826	$823,051
XOM	Exxon Mobil Corp	1,897	$321,845
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ANGX	Angel Studios, Inc.	27,859	$130,101
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $9,563,307 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	9,057	+1,084	$1,579,540	+6.2%	16.52%
AAPL	Apple Inc. Technology	Added	4,700	+755	$1,192,813	+11.2%	12.47%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	826	NEW	$823,051	NEW	8.61%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,030	+187	$754,652	−9.0%	7.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,300	+408	$687,291	+3.0%	7.19%
SPY	Spdr S&P 500 ETF Trust	Added	1,056	+8	$686,759	−3.9%	7.18%
GOOGL	Alphabet Inc. Communication Services	Added	2,320	+280	$667,139	+4.5%	6.98%
GLD	Spdr Gold Trust	Held	1,505	0	$647,586	+8.6%	6.77%
MSFT	Microsoft Corp Technology	Added	1,128	+365	$417,551	+13.2%	4.37%
APH	Amphenol Corp /De/ Technology	Reduced	2,686	-104	$339,376	−10.0%	3.55%
NFLX	Netflix Inc Communication Services	Added	3,446	+306	$331,332	+12.5%	3.46%
XOM	Exxon Mobil Corp Energy	NEW	1,897	NEW	$321,845	NEW	3.37%
META	Meta Platforms, Inc. Communication Services	Added	544	+82	$311,238	+2.1%	3.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	598	+52	$286,561	+4.4%	3.00%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	444	0	$273,841	+2.2%	2.86%
AHR	American Healthcare REIT, Inc. Real Estate	Held	5,147	0	$242,732	+0.2%	2.54%