Titelia

Holdings of Aquire Wealth Advisors, LLC

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Net assets
-
Positions
45 in 1 countries
Top ten
84.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 1,219,75647.5M $
2State Street SPDR Portfolio S& 485,98938.4M $
3Dimensional ETF Trust 1,093,68337M $
4iShares Core U.S. Aggregate Bond ETF 143,13514.2M $
5State Street SPDR Portfolio Developed World ex-US ETF 272,76612.5M $
6iShares National Muni Bond ETF 103,92911M $
7State Street SPDR Portfolio Emerging Markets ETF 202,2119.5M $
8State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 186,1806.2M $
9State Street SPDR Portfolio TIPS ETF 228,1375.9M $
10iShares Trust 111,8105.7M $
11iShares Russell 3000 ETF 13,3985M $
12SPDR Series Trust 74,0973.4M $
13State Street SPDR Portfolio Ag 102,6182.6M $
14Vanguard FTSE Developed Markets ETF 38,3752.5M $
15Dimensional ETF Trust 57,1692.2M $
16Vanguard Total Stock Market ETF 6,5842.1M $
17NVIDIA Corp 9,0571.6M $
18Vanguard Russell 1000 Growth ETF 13,9651.5M $
19Vanguard Real Estate ETF 16,6001.5M $
20Apple Inc 4,7001.2M $
21Vanguard S&P 500 ETF 1,571938.8K $
22VanEck ETF Trust 19,314896.7K $
23Vanguard International Equity Index Funds 16,299881K $
24Costco Wholesale Corp 826823.1K $
25Tesla Inc 2,030754.7K $
26Amazon.com Inc 3,300687.3K $
27Alphabet Inc 2,320667.2K $
28SPDR Gold Shares 1,505647.6K $
29Schwab US Broad Market ETF 23,143580.9K $
30iShares Core 80/20 Aggressive 5,315470.3K $
31Microsoft Corp 1,128417.7K $
32State Street SPDR Dow Jones Global Real Estate ETF 8,174374.1K $
33State Street SPDR S&P 500 ETF Trust 556361.8K $
34Amphenol Corp 2,686339.4K $
35Netflix Inc 3,446331.3K $
36Exxon Mobil Corp 1,897321.8K $
37iShares Core 60/40 Balanced Al 4,843311.6K $
38Meta Platforms Inc 544311.3K $
39Berkshire Hathaway Inc 598286.6K $
40Schwab International Equity ETF 11,413282.5K $
41State Street SPDR S&P MidCap 400 ETF Trust 444273.8K $
42Vanguard Index Funds 1,125244.5K $
43American Healthcare REIT Inc 5,147242.7K $
44iShares iBoxx USD Investment Grade Corporate Bond ETF 2,192238.9K $
45Alphabet Inc 732209.8K $

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Sector breakdown

  • Funds 3.0 %
  • Technology 1.6 %
  • Communication 0.7 %
  • Consumer discretionary 0.6 %
  • Consumer staples 0.4 %
  • Energy 0.1 %
  • Financials 0.1 %
  • Unattributed 93.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States45223.4M $100.00 %
Cite this page

Titelia. "Holdings of Aquire Wealth Advisors, LLC". https://titelia.com/en/funds/US13F1745945