Aquire Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$384,594
Net value change ($000)
-21,721 (-5.3%)
New positions
2
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFAI 624 1.4%
SCHWAB STRATEGIC TRUST 274 NEW
AOM 207 NEW
VOO 156 19.0%
GOOGL 112 21.3%
DFAX 101 4.5%
GLD 59 11.0%
DFAC 58 2.6%
TFI 51 1.3%
SHM 43 2.3%
Top Reduces (Value $000, Stocks/ETFs)
DFAU -9,795 -5.9%
TFLO -4,531 -56.2%
VONG -2,751 -61.8%
AGG -1,636 -10.2%
SPIB -573 -8.2%
SPIP -561 -8.4%
DFAE -533 -1.5%
SPTM -511 -1.2%
LLY -451 -100.0%
VTI -389 -14.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 341 (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