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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 Status
1 VO VANGUARD INDEX FDS 1,130 $328K 0.09% SOLD
2 AOM ISHARES TR 4,330 $207K 0.05% SOLD
3 ANGX ANGEL STUDIOS INC Communication Services 27,859 $130K 0.03% SOLD
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%