Aquire Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$436,330
Net value change ($000)
+55,775 (14.7%)
New positions
6
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 32,539 21.1%
DFAE 8,590 23.2%
DFAI 6,681 14.1%
SPTM 3,969 10.3%
TFLO 3,329 58.8%
SPDW 678 5.4%
SPEM 537 5.7%
IWV 506 10.2%
DFAC 314 14.1%
VTI 310 14.7%
Top Reduces (Value $000, Stocks/ETFs)
AGG -1,379 -9.7%
MUB -927 -8.4%
SPIB -694 -11.1%
SPIP -624 -10.5%
TFI -607 -18.1%
SPAB -342 -13.0%
LQD -239 -100.0%
ITM -153 -17.1%
GLD -94 -14.5%
XOM -85 -26.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 373 (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