Aquire Wealth Advisors, LLC
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 436,330
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 54 | 436,330 | 13F-HR | Aquire Wealth Advisors, LLC |
| Q1 2026 | 4/10/2026 | 49 | 380,555 | 13F-HR | Aquire Wealth Advisors, LLC |
| Q4 2025 | 1/7/2026 | 49 | 384,594 | 13F-HR | Aquire Wealth Advisors, LLC |
| Q3 2025 | 10/17/2025 | 50 | 406,315 | 13F-HR | Aquire Wealth Advisors, LLC |
| Q2 2025 | 7/22/2025 | 46 | 372,084 | 13F-HR | Aquire Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
373
(0.1% of total reported value)
· QoQ Δ:
+48
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.489 K | 2.2% | 1.323 K | 0 | 1.323 K |
| ETFs | 417.5 K | 97.8% | 51.07 K | 0 | 51.07 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
436,330
Holdings
54
QoQ value change ($000)
55,775
(14.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.