Aquire Wealth Advisors, LLC
Annual return '25
+12.7%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$380.6M
Holdings
48
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAU
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 3.61M shares)
40.5%
02
$DFAI
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.25M shares)
12.5%
03
$SPTM
SPDR SERIES TRUST
Q4 2025: Exited (was 535.6k shares)
10.1%
04
$DFAE
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.13M shares)
9.7%
05
$AGG
ISHARES TR
Q4 2025: Exited (was 159.3k shares)
3.7%
06
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Exited (was 298.3k shares)
3.3%
07
$MUB
ISHARES TR
Q4 2025: Exited (was 106.3k shares)
2.9%
08
$SPEM
SPDR INDEX SHS FDS
Q4 2025: Exited (was 220.4k shares)
2.5%
09
$SPIB
SPDR SERIES TRUST
Q4 2025: Exited (was 205.4k shares)
1.6%
10
$SPIP
SPDR SERIES TRUST
Q4 2025: Exited (was 253.2k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.