Aquire Wealth Advisors, LLC

Registered adviser

CIK

1745945

Location

Salt Lake City, UT

Portfolio Value

Small $438,538,504

Diversification

Highly concentrated

Filing Date

Global Rank

#4,202 / 8,827 — · as of Jun 2026

Top Industry

Semiconductors 24.6%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 149559

Roster of Nov 1, 2026

Regulatory AUM

$504,001,496

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$504,001,496	Individuals and high net worth (96%)
Apr 2025 to Mar 2026	$461,768,746	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$383,604,821	Individuals and high net worth (94%)
May 2023 to Mar 2024	$314,277,790	Individuals and high net worth (94%)
Apr 2023	$314,277,790	Individuals and high net worth (94%)
Mar 2022 to Mar 2023	$327,275,451	Individuals and high net worth (93%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.1% of the book (60%+)

Turnover

Low turnover

5.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 90.4%; sector active share 84.9% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

53 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

68.7%

+2.0 pts

Top 5

95.3%

+1.0 pts

Top 10

97.5%

+0.5 pts

HHI

4,963

Highly concentrated+256

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.7%	$428,558,760	38
Technology	1.2%	$5,104,258	5
Communication Services	0.4%	$1,727,244	4
Consumer Cyclical	0.4%	$1,538,905	2
Consumer Defensive	0.2%	$766,506	1
Financial Services	0.1%	$297,276	1
Energy	0.1%	$281,720	1
Real Estate	0.1%	$263,835	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
DFAU	Dimensional US Core Equity Market ETF	+109,863	3,723,295	$194,951,726
DFAI	Dimensional International Core Equity Market ETF	+52,128	1,366,136	$56,599,014
DFAE	Dimensional Emerging Core Equity Market ETF	+45,630	1,180,233	$46,394,959
APH	Amphenol Corp	+2,604	5,208	$439,034
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+1,434	15,399	$1,985,393
AGG	iShares Core U.S. Aggregate Bond ETF	+1,327	130,947	$12,379,729
NVDA	Nvidia Corp	+517	9,624	$2,197,929
MUB	iShares National Muni Bond ETF	+419	94,317	$9,535,448
VOO	VANGUARD 500 INDEX FUND	+286	1,680	$1,177,444
SCHF	Schwab International Equity ETF	+167	12,128	$333,156
AAPL	Apple Inc.	+131	4,958	$1,651,113
AOM	iShares Core 40/60 Moderate Allocation ETF	+116	4,443	$216,551
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+30	1,947	$244,679
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+19	993	$229,412
COST	Costco Wholesale Corp	+9	842	$766,506
AVGO	Broadcom Inc.	+7	719	$252,505
GOOGL	Alphabet Inc.	+6	2,597	$893,575
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−13,884	453,027	$41,701,135
DFAC	Dimensional U.S. Core Equity 2 ETF	−12,618	44,551	$1,980,291
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−10,963	249,603	$12,532,566
TFLO	iShares Treasury Floating Rate Bond ETF	−9,818	167,748	$8,499,791
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−8,181	185,385	$9,595,527
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−4,106	31,702	$1,173,608
—		−3,200	56,899	$0
SPIP	State Street(R) SPDR(R) Portfolio TIPS ETF	−2,973	203,816	$4,966,995
—		−2,719	24,087	$0
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−2,602	87,027	$2,119,977
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	−1,838	164,044	$5,295,340
SCHB	Schwab U.S. Broad Market ETF	−1,833	21,310	$624,596
VNQ	VANGUARD REAL ESTATE INDEX FUND	−1,494	15,228	$1,364,885
—		−747	4,700	$0
ITM	VanEck Intermediate Muni ETF	−422	15,421	$678,524
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	−370	7,008	$325,171
—		−313	4,631	$0
NFLX	Netflix Inc	−310	3,229	$224,673
VO	VANGUARD MID-CAP INDEX FUND	−218	2,560	$200,755
MSFT	Microsoft Corp	−192	1,099	$563,677
AMZN	Amazon Com Inc	−156	3,112	$775,354
VEA	Vanguard FTSE Developed Markets ETF	−141	36,073	$2,547,114
IWV	iShares Russell 3000 ETF	−136	12,698	$5,481,218
META	Meta Platforms, Inc.	−96	509	$369,116
TSLA	Tesla, Inc.	−37	2,152	$763,551
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
IWM	iShares Russell 2000 ETF	760	$211,196
VXUS	Vanguard Total International Stock ETF	2,451	$208,236
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	5,810	$225,369
IJH	iShares Core S&P Mid-Cap ETF	2,697	$207,965
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 tracked positions · $438,538,504 total · filing declares 54 positions · $442,870,569 · as of Sep 30, 2026

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

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAU	Dimensional US Core Equity Market ETF	Added	3,723,295	+109,863	$194,951,726	+4.4%	44.45%
DFAI	Dimensional International Core Equity Market ETF	Added	1,366,136	+52,128	$56,599,014	+4.4%	12.91%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	1,180,233	+45,630	$46,394,959	+1.7%	10.58%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	453,027	-13,884	$41,701,135	−1.6%	9.51%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	249,603	-10,963	$12,532,566	−4.5%	2.86%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	130,947	+1,327	$12,379,729	−3.5%	2.82%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	185,385	-8,181	$9,595,527	−4.3%	2.19%
MUB	iShares National Muni Bond ETF	Added	94,317	+419	$9,535,448	−5.6%	2.17%
TFLO	iShares Treasury Floating Rate Bond ETF	Reduced	167,748	-9,818	$8,499,791	−5.5%	1.94%
IWV	iShares Russell 3000 ETF	Reduced	12,698	-136	$5,481,218	+0.2%	1.25%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Reduced	164,044	-1,838	$5,295,340	−4.6%	1.21%
SPIP	State Street(R) SPDR(R) Portfolio TIPS ETF	Reduced	203,816	-2,973	$4,966,995	−6.5%	1.13%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	36,073	-141	$2,547,114	−1.3%	0.58%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	6,519	-26	$2,439,670	+0.7%	0.56%
NVDA	Nvidia Corp Technology	Added	9,624	+517	$2,197,929	+20.6%	0.50%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	87,027	-2,602	$2,119,977	−7.3%	0.48%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	15,399	+1,434	$1,985,393	+11.2%	0.45%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	44,551	-12,618	$1,980,291	−21.9%	0.45%
AAPL	Apple Inc. Technology	Added	4,958	+131	$1,651,113	+18.2%	0.38%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	15,228	-1,494	$1,364,885	−15.4%	0.31%
VOO	VANGUARD 500 INDEX FUND	Added	1,680	+286	$1,177,444	+23.0%	0.27%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	31,702	-4,106	$1,173,608	−11.0%	0.27%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	15,218	-6	$902,579	−0.7%	0.21%
GOOGL	Alphabet Inc. Communication Services	Added	2,597	+6	$893,575	−3.5%	0.20%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Reduced	1,048	-15	$799,236	+0.7%	0.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,112	-156	$775,354	−0.5%	0.18%
COST	Costco Wholesale Corp Consumer Defensive	Added	842	+9	$766,506	−1.6%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,152	-37	$763,551	−17.1%	0.17%
ITM	VanEck Intermediate Muni ETF	Reduced	15,421	-422	$678,524	−8.9%	0.15%
SCHB	Schwab U.S. Broad Market ETF	Reduced	21,310	-1,833	$624,596	−6.8%	0.14%
GLD	Spdr Gold Trust	Reduced	1,500	-5	$571,260	+3.0%	0.13%
MSFT	Microsoft Corp Technology	Reduced	1,099	-192	$563,677	+17.1%	0.13%
APH	Amphenol Corp Technology	Added	5,208	+2,604	$439,034	−4.4%	0.10%
META	Meta Platforms, Inc. Communication Services	Reduced	509	-96	$369,116	+8.3%	0.08%
SCHF	Schwab International Equity ETF	Added	12,128	+167	$333,156	+0.6%	0.08%
RWO	State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF	Reduced	7,008	-370	$325,171	−11.3%	0.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	597	0	$297,276	−0.5%	0.07%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	444	-2	$291,579	−7.0%	0.07%
XOM	ExxonMobil Holdings Corp Energy	Held	1,731	0	$281,720	+19.0%	0.06%
AHR	American Healthcare REIT, Inc. Real Estate	Held	5,147	0	$263,835	−1.7%	0.06%
AVGO	Broadcom Inc. Technology	Added	719	+7	$252,505	−6.1%	0.06%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	1,947	+30	$244,679	+6.8%	0.06%
GOOG	Alphabet Inc. Communication Services	Reduced	704	-22	$239,880	−6.5%	0.05%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	993	+19	$229,412	−3.1%	0.05%
NFLX	Netflix Inc Communication Services	Reduced	3,229	-310	$224,673	−11.1%	0.05%
AOM	iShares Core 40/60 Moderate Allocation ETF	Added	4,443	+116	$216,551	+0.3%	0.05%
IWM	iShares Russell 2000 ETF	NEW	760	NEW	$211,196	NEW	0.05%
VXUS	Vanguard Total International Stock ETF	NEW	2,451	NEW	$208,236	NEW	0.05%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	2,560	-218	$200,755	−10.3%	0.05%
		Reduced	24,087	-2,719	$0	−100.0%	0.00%

Showing the top 50 of 53 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.