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Aquire Wealth Advisors, LLC

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13F filer, CIK 1745945, Salt Lake City, UT

Aquire Wealth Advisors, LLC reported $372,084,148 across 46 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 87.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002675

Period
2025-06-30
Reported value
$372M
Holdings
46
Top 10 weight
87.06%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPTMadded+260,409$19.5M
SPDWadded+150,344$6.09M
SPEMadded+134,649$5.75M
VONGnew+36,961$4.04M
TFLOadded+66,203$3.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFAUreduced-295,494-$12.5M
DFAIreduced-146,638-$5.07M
DFAEreduced-161,736-$4.68M
BSVexited-23,309-$1.82M
SHMreduced-26,039-$1.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002675, largest first. % of portfolio is the value over $372,084,148, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,495,227 shares; 2024Q4: 3,616,414 shares; 2025Q1: 3,757,283 shares; 2025Q2: 3,461,789 shares 3,461,789$147M39.41%-295,494Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,170 shares; 2024Q4: 308,440 shares; 2025Q1: 303,299 shares; 2025Q2: 563,708 shares 563,708$42.2M11.35%+260,409Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202,117 shares; 2024Q4: 1,299,227 shares; 2025Q1: 1,346,026 shares; 2025Q2: 1,199,388 shares 1,199,388$41.5M11.14%-146,638Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129,702 shares; 2024Q4: 1,191,617 shares; 2025Q1: 1,255,794 shares; 2025Q2: 1,094,058 shares 1,094,058$31.7M8.51%-161,736Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,195 shares; 2024Q4: 124,729 shares; 2025Q1: 123,235 shares; 2025Q2: 150,944 shares 150,944$15M4.02%+27,709Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,076 shares; 2024Q4: 169,019 shares; 2025Q1: 165,456 shares; 2025Q2: 315,800 shares 315,800$12.8M3.44%+150,344Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,431 shares; 2024Q4: 83,437 shares; 2025Q1: 84,667 shares; 2025Q2: 103,570 shares 103,570$10.8M2.91%+18,903Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,891 shares; 2024Q4: 97,754 shares; 2025Q1: 95,944 shares; 2025Q2: 230,593 shares 230,593$9.86M2.65%+134,649Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,211 shares; 2024Q4: 178,128 shares; 2025Q1: 175,851 shares; 2025Q2: 202,708 shares 202,708$6.81M1.83%+26,857Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 9,324 shares; 2025Q1: 66,385 shares; 2025Q2: 132,588 shares 132,588$6.72M1.8%+66,203Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,322 shares; 2024Q4: 215,418 shares; 2025Q1: 213,563 shares; 2025Q2: 248,705 shares 248,705$6.48M1.74%+35,142Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,504 shares; 2024Q4: 13,871 shares; 2025Q1: 13,890 shares; 2025Q2: 13,881 shares 13,881$4.87M1.31%-9Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,331 shares; 2024Q4: 95,706 shares; 2025Q1: 95,054 shares; 2025Q2: 95,568 shares 95,568$4.27M1.15%+514Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,961 shares 36,961$4.04M1.08%newTimeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,904 shares; 2024Q4: 133,142 shares; 2025Q1: 127,647 shares; 2025Q2: 125,686 shares 125,686$3.22M0.86%-1,961Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,127 shares; 2025Q1: 8,181 shares; 2025Q2: 8,268 shares 8,268$2.51M0.68%+87Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,287 shares; 2024Q4: 41,434 shares; 2025Q1: 41,354 shares; 2025Q2: 41,357 shares 41,357$2.36M0.63%+3Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,768 shares; 2024Q4: 69,501 shares; 2025Q1: 69,894 shares; 2025Q2: 70,284 shares 70,284$2.06M0.55%+390Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,169 shares; 2024Q4: 57,169 shares; 2025Q1: 57,169 shares; 2025Q2: 57,169 shares 57,169$2.05M0.55%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,650 shares; 2024Q4: 23,184 shares; 2025Q1: 22,959 shares; 2025Q2: 22,472 shares 22,472$2M0.54%-487Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,585 shares; 2024Q4: 84,592 shares; 2025Q1: 65,495 shares; 2025Q2: 39,456 shares 39,456$1.89M0.51%-26,039Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,460 shares; 2025Q1: 7,532 shares; 2025Q2: 7,404 shares 7,404$1.17M0.31%-128Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,720 shares; 2025Q1: 4,692 shares; 2025Q2: 4,578 shares 4,578$939K0.25%-114Timeline
ITMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,950 shares; 2024Q4: 24,907 shares; 2025Q1: 19,211 shares; 2025Q2: 19,259 shares 19,259$876K0.24%+48Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,231 shares; 2024Q4: 18,034 shares; 2025Q1: 17,479 shares; 2025Q2: 17,260 shares 17,260$854K0.23%-219Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,195 shares; 2025Q1: 1,196 shares; 2025Q2: 1,345 shares 1,345$764K0.21%+149Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 3,538 shares; 2025Q1: 3,436 shares; 2025Q2: 3,396 shares 3,396$745K0.2%-40Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,224 shares; 2025Q1: 1,749 shares; 2025Q2: 2,145 shares 2,145$681K0.18%+396Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,981 shares; 2024Q4: 25,261 shares; 2025Q1: 25,261 shares; 2025Q2: 25,261 shares 25,261$602K0.16%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 5,564 shares; 2025Q1: 5,756 shares; 2025Q2: 6,170 shares 6,170$515K0.14%+414Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 10,737 shares; 2025Q1: 10,772 shares; 2025Q2: 10,718 shares 10,718$473K0.13%-54Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,571 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares 1,510$460K0.12%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares 585$456K0.12%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228 shares; 2025Q1: 311 shares; 2025Q2: 311 shares 311$416K0.11%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,106 shares; 2025Q1: 2,181 shares; 2025Q2: 2,167 shares 2,167$382K0.1%-14Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 467 shares; 2025Q2: 487 shares 487$359K0.1%+20Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 708 shares; 2025Q1: 726 shares; 2025Q2: 722 shares 722$359K0.1%-4Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 534 shares; 2025Q1: 535 shares; 2025Q2: 535 shares 535$331K0.09%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 1,108 shares; 2025Q2: 1,127 shares 1,127$315K0.08%+19Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 4,671 shares; 2025Q1: 4,825 shares; 2025Q2: 4,653 shares 4,653$286K0.08%-172Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: not reported; 2025Q2: 2,871 shares 2,871$284K0.08%newTimeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 449 shares; 2025Q2: 449 shares 449$254K0.07%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 589 shares; 2025Q1: 640 shares; 2025Q2: 520 shares 520$253K0.07%-120Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,281 shares; 2025Q1: 2,291 shares; 2025Q2: 2,263 shares 2,263$248K0.07%-28Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 363 shares; 2025Q1: 538 shares; 2025Q2: 320 shares 320$212K0.06%-218Timeline
SBIWESTERN ASSET INTER MUNIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,660 shares; 2024Q4: 19,660 shares; 2025Q1: 19,660 shares; 2025Q2: 19,660 shares 19,660$148K0.04%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BSVVANGUARD BD INDEX FDS23,309$1.82Mshares
STIPISHARES TR6,579$681Kshares
LQDHISHARES U S ETF TR7,121$657Kshares
CVXCHEVRON CORPORATION1,302$218Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002675 base2025-07-22acceptance time not in the bulk data set