Portfolio (Quarterly)
Guide ↗
Aquire Wealth Advisors, LLC
· CIK 0001745945| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AOR | ISHARES TR | — | 4,843.0 | $312K | 0.08% | +136.0 | +2.9% | $64.35 | +6.7% |
| 42 | META | META PLATFORMS INC | Communication Services | 544.0 | $311K | 0.08% | +82.0 | +17.8% | $572.17 | +17.7% |
| 43 | — | BERKSHIRE HATHAWAY INC DEL | — | 598.0 | $287K | 0.07% | +52.0 | +9.5% | $479.20 | — |
| 44 | SCHF | SCHWAB STRATEGIC TR | — | 11,413.0 | $282K | 0.07% | — | — | $24.75 | +11.6% |
| 45 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 444.0 | $274K | 0.07% | — | — | $616.76 | +8.0% |
| 46 | VBR | VANGUARD INDEX FDS | — | 1,125.0 | $244K | 0.06% | -8.0 | -0.7% | $217.33 | +9.9% |
| 47 | AHR | AMERICAN HEALTHCARE REIT INC | Real Estate | 5,147.0 | $243K | 0.06% | — | — | $47.16 | +12.7% |
| 48 | LQD | ISHARES TR | — | 2,192.0 | $239K | 0.06% | — | — | $108.99 | -4.2% |
| 49 | GOOG | ALPHABET INC | — | 732.0 | $210K | 0.06% | NEW | — | $286.67 | — |
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
39.4%
Consumer Cyclical
16.1%
Communication Services
14.6%
Financial Services
14.3%
Consumer Defensive
9.2%
Energy
3.6%
Real Estate
2.7%