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13F holdings · Q3 2026

Aquire Wealth Advisors

Salt Lake City, UT · files as Aquire Wealth Advisors, LLC
Holdings as of Sep 30, 2026Filed Oct 23, 2026Next filing due Feb 15, 2027CIK 1745945

Aquire Wealth Advisors reported 53 stocks worth $442M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are DFAU (44.1%), DFAI (12.8%) and DFAE (10.5%). Compared with Q2 2026, the fund opened new positions in XOM, IWM and VXUS, added to DFAU, DFAI and DFAE, trimmed SPTM, SPDW and SPEM and sold out of XOM and IJH.

Reported value$442M+1.5% vs last quarter
Stocks held533 new · 3 sold out
Top 5 weight79.6%very concentrated
Turnover4%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
DFAU
Dimensional ETF Trust
$195M44.1%3.7M+110K (+3%)8 of 8
2
DFAI
Dimensional Intern Core
$56.6M12.8%1.4M+52K (+4%)8 of 8
3
DFAE
Dimensional Emerg Core
$46.4M10.5%1.2M+46K (+4%)8 of 8
4
SPTM
Spdr Series Trust
$41.7M9.4%453K−14K (−3%)8 of 8
5
SPDW
Spdr Developed
$12.5M2.8%250K−11K (−4%)8 of 8
6
AGG
Ishares TR
$12.4M2.8%131K+1,327 (+1%)8 of 8
7
SPEM
Spdr Emerging
$9.6M2.2%185K−8,181 (−4%)8 of 8
8
MUB
Ishares TR
$9.5M2.1%94K+419 (+0%)8 of 8
9
TFLO
Ishares TR
$8.5M1.9%168K−9,818 (−6%)8 of 8
10
IWV
Ishares Russell 3000 ETF
$5.5M1.2%13K−136 (−1%)8 of 8
🔒 43 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$237K1,731
DIMENSIONAL ETF TRUST
$225K5,810
IJH
Ishares TR
$208K2,697

Options

valued at the underlying shares
StockTypeValueSharesChange
SPY
Spdr S&P 500 ETF TR
Call$381K5000

Reported value

last 8 quarters
$323MQ4 '24
$325MQ1 '25
$372MQ2 '25
$406MQ3 '25
$384MQ4 '25
$380MQ1 '26
$436MQ2 '26
$442MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 23, 202613F-HRQ3 2026SEC filing ↗

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Aquire Wealth Advisors 13F FAQ

What does Aquire Wealth Advisors own?

Aquire Wealth Advisors reported 53 stocks worth $442M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are DFAU (44.1%), DFAI (12.8%) and DFAE (10.5%). The table above lists every position in the filing (the top 10 without an account).

What did Aquire Wealth Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 3 new positions, 17 added to, 30 trimmed and 3 sold out. New positions include XOM, IWM and VXUS. It sold all of XOM and IJH.

When will Aquire Wealth Advisors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Aquire Wealth Advisors's portfolio worth?

The Q3 2026 filing reports $442M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.