Aquire Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$380,555
Net value change ($000)
-4,039 (-1.1%)
New positions
3
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TFLO 2,128 60.2%
DFAE 1,804 5.1%
DFAI 1,485 3.2%
COST 823 NEW
XOM 322 NEW
GOOGL 210 NEW
AAPL 121 11.3%
NVDA 93 6.3%
GLD 52 8.7%
MSFT 49 13.3%
Top Reduces (Value $000, Stocks/ETFs)
SPTM -4,262 -10.0%
DFAX -1,120 -47.9%
DFAU -948 -0.6%
TFI -741 -18.1%
SPEM -560 -5.6%
SHM -532 -28.1%
SPDW -347 -2.7%
VO -328 -100.0%
MUB -264 -2.3%
VNQ -250 -14.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 325 (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