Aquire Wealth Advisors, LLC
CIK
1745945
Location
Salt Lake City, UT
Portfolio Value
Micro
$3,529,280
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 36.9% | $3,529,280 |
| Unclassified | 16.8% | $1,608,186 |
| Consumer Cyclical | 15.1% | $1,441,943 |
| Communication Services | 13.7% | $1,309,709 |
| Consumer Defensive | 8.6% | $823,051 |
| Energy | 3.4% | $321,845 |
| Financial Services | 3.0% | $286,561 |
| Real Estate | 2.5% | $242,732 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
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. | ||||
4 positions ·
$3,529,280 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 9,057 | $1,579,540 | 44.76% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,700 | $1,192,813 | 33.80% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,128 | $417,551 | 11.83% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 2,686 | $339,376 | 9.62% |