Aquire Wealth Advisors, LLC
•CIK: 1745945•Filing: Q4 2025
**Aquire Wealth Advisors, LLC** manages $384M across a diversified portfolio of 48 positions. The strategy exhibits significant concentration in fixed income and dividend-focused equities, highlighted by the top holding in DFAU at $155.2M. Further substantial allocations include DFAI ($46.0M) and SPTM ($42.7M), indicating a deep commitment to income-generating assets. The portfolio structure suggests a tactical focus on capital preservation and consistent yield generation.
Total AUM
$384.3M
QoQ Performance
-5.3%
Positions
25
Top 10 Concentration
88.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
DFAI
SPTM
DFAE
DFAU40.4%
DFAI12.0%
SPTM11.1%
DFAE9.2%
AGG3.7%
SPDW3.3%
MUB2.9%
SPEM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.1%
Technology1.0%
Consumer0.4%
ETF0.4%
Communication0.1%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑13 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023