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Aquire Wealth Advisors, LLC
hedge fundUpdated 13 days agoManaged by Aquire Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$442.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
20.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $384.6M |
| Q1 2026 | $380.6M |
| Q2 2026 | $436.3M |
| Q3 2026 | $442.9M |
Top holdings
54 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $195M | 3.72M | 44.02% | Added(+3.0%) |
| 2 | $56.6M | 1.37M | 12.78% | Added(+4.0%) | |
| 3 | $46.4M | 1.18M | 10.48% | Added(+4.0%) | |
| 4 | $41.7M | 453.0K | 9.42% | Trimmed(-3.0%) | |
| 5 | $12.5M | 249.6K | 2.83% | Trimmed(-4.2%) | |
| 6 | $12.4M | 130.9K | 2.80% | Added(+1.0%) | |
| 7 | $9.6M | 185.4K | 2.17% | Trimmed(-4.2%) | |
| 8 | $9.5M | 94.3K | 2.15% | Added(+0.5%) | |
| 9 | ? N/A ISHARES TR | $8.5M | 167.7K | 1.92% | Trimmed(-5.5%) |
| 10 | $5.5M | 12.7K | 1.24% | Trimmed(-1.1%) | |
| 11 | $5.3M | 164.0K | 1.20% | Trimmed(-1.1%) | |
| 12 | $5M | 203.8K | 1.12% | Trimmed(-1.4%) | |
| 13 | $2.5M | 36.1K | 0.58% | Trimmed(-0.4%) | |
| 14 | $2.4M | 6.5K | 0.55% | Trimmed(-0.4%) | |
| 15 | $2.4M | 56.9K | 0.55% | Trimmed(-5.3%) | |
| 16 | $2.2M | 9.6K | 0.50% | Added(+5.7%) | |
| 17 | $2.1M | 87.0K | 0.48% | Trimmed(-2.9%) | |
| 18 | $2M | 15.4K | 0.45% | Added(+10.3%) | |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $2M | 44.6K | 0.45% | Trimmed(-22.1%) |
| 20 | $1.7M | 5.0K | 0.37% | Added(+2.7%) |