Portfolio (Quarterly) Guide ↗

Aquire Wealth Advisors, LLC

· CIK 0001745945

13F Portfolio $381M AUM 49 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 18 Added 17 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	DFAU	DIMENSIONAL ETF TRUST	—	3,418,428.0	$154.2M	40.53%	+102K	+3.1%	$45.12	+14.5%
2	DFAI	DIMENSIONAL ETF TRUST	—	1,219,756.0	$47.5M	12.49%	+12K	+1.0%	$38.96	+7.6%
3	DFAE	DIMENSIONAL ETF TRUST	—	1,093,683.0	$37.0M	9.73%	+12K	+1.1%	$33.86	+19.6%
4	TFLO	ISHARES TR	—	111,810.0	$5.7M	1.49%	+42K	+59.7%	$50.63	-0.0%
5	NVDA	NVIDIA CORPORATION	Technology	9,057.0	$1.6M	0.41%	+1K	+13.6%	$174.40	+23.2%
6	AAPL	APPLE INC	Technology	4,700.0	$1.2M	0.31%	+755.0	+19.1%	$253.81	+21.5%
7	VOO	VANGUARD INDEX FDS	—	1,571.0	$939K	0.25%	+14.0	+0.9%	$597.57	+15.5%
8	TSLA	TESLA INC	Consumer Cyclical	2,030.0	$755K	0.20%	+187.0	+10.2%	$371.75	+16.6%
9	AMZN	AMAZON COM INC	Consumer Cyclical	3,300.0	$687K	0.18%	+408.0	+14.1%	$208.27	+27.4%
10	GOOGL	ALPHABET INC	Communication Services	2,320.0	$667K	0.17%	+280.0	+13.7%	$287.60	+35.2%
11	SCHB	SCHWAB STRATEGIC TR	—	23,143.0	$581K	0.15%	+240.0	+1.1%	$25.10	+15.3%
12	AOA	ISHARES TR	—	5,315.0	$470K	0.12%	+123.0	+2.4%	$88.49	+10.5%
13	MSFT	MICROSOFT CORP	Technology	1,128.0	$418K	0.11%	+365.0	+47.8%	$370.28	+12.4%
14	SPY	STATE STR SPDR S&P 500 ETF T	Financial Services	556.0	$362K	0.10%	+8.0	+1.5%	$650.66	+15.4%
15	NFLX	NETFLIX INC.	Communication Services	3,446.0	$331K	0.09%	+306.0	+9.8%	$96.15	-8.8%
16	AOR	ISHARES TR	—	4,843.0	$312K	0.08%	+136.0	+2.9%	$64.35	+7.8%
17	META	META PLATFORMS INC	Communication Services	544.0	$311K	0.08%	+82.0	+17.8%	$572.17	+7.0%
18	—	BERKSHIRE HATHAWAY INC DEL	—	598.0	$287K	0.07%	+52.0	+9.5%	$479.20	—

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 38.5%

Communication Services 16.6%

Consumer Cyclical 15.7%

Financial Services 14.0%

Consumer Defensive 9.0%

Energy 3.5%

Real Estate 2.6%