Aquire Wealth Advisors, LLC
Long book
$380.2M
Q1 2026
Positions
48
Top-10 weight
89%
concentration
Last quarter
+11.5%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsAquire Wealth Advisors, LLC is a wealth-management firm allocating client money, running a $380.2M US long book across 48 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY M, DIMENSIONAL INTERNATIONAL CO, SS SPDR P S&P 1500 COMP ETF, DIMENSIONAL EMERGING CORE EQ, ISHARES CORE U.S. AGGREGATE.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.3%
Q2 2024
+6.1%
Q3 2024
-0.8%
Q4 2024
-1.3%
Q1 2025
+9.5%
Q2 2025
+7.2%
Q3 2025
+2.9%
Q4 2025
-1.3%
Q1 2026
+11.5%
Sector allocation
Technology 60%
Consumer discretionary 19%
Industrials 10%
Services media 4%
Energy 4%
Financials 4%
Long book by quarter
What does Aquire Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 9.1K | $1.6M | 0.4% | +13.6% |
| AAPL APPLE INC | Technology | 4.7K | $1.2M | 0.3% | +19.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 826 | $823K | 0.2% | New |
| TSLA TESLA INC | Industrials | 2.0K | $755K | 0.2% | +10.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.3K | $687K | 0.2% | +14.1% |
| GOOGL ALPHABET INC-CL A | Technology | 2.3K | $667K | 0.2% | +13.7% |
| MSFT MICROSOFT CORP | Technology | 1.1K | $418K | 0.1% | +47.8% |
| APH AMPHENOL CORP-CL A | Technology | 2.7K | $339K | 0.1% | -3.7% |
| NFLX NETFLIX INC | Services media | 3.4K | $331K | 0.1% | +9.7% |
| XOM EXXON MOBIL CORP | Energy | 1.9K | $322K | 0.1% | New |
| META META PLATFORMS INC-CLASS A | Technology | 544 | $311K | 0.1% | +17.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 598 | $287K | 0.1% | +9.5% |
| GOOG ALPHABET INC-CL C | Technology | 732 | $210K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 10, 2026 | 49 | $380.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 7, 2026 | 49 | $384.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 17, 2025 | 50 | $406.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 46 | $372.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 48 | $324.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 50 | $322.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 4, 2024 | 46 | $318.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 43 | $297.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 46 | $286.1M | canonical | SEC ↗ |