Aquire Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
50
Total value ($000)
$406,315
Net value change ($000)
+34,231 (9.2%)
New positions
3
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 18,341 12.5%
DFAE 4,088 12.9%
DFAI 3,950 9.5%
TFLO 1,348 20.1%
AGG 997 6.7%
SPTM 979 2.3%
MUB 496 4.6%
SPEM 463 4.7%
VONG 415 10.3%
IWV 365 7.5%
Top Reduces (Value $000, Stocks/ETFs)
TFI -219 -5.1%
SPAB -129 -4.0%
NFLX -40 -9.6%
SHM -38 -2.0%
AMZN -22 -3.0%
SPDW -22 -0.2%
RWO -16 -3.4%
VGT -12 -5.7%
LQD -7 -2.8%
LLY -5 -1.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 333 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type