Aquire-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  "MSFT",
  "SBI",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "VNQ",
  "VO",
  "VWO",
  "IWV",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "VGT",
  "VEA",
  "BSV",
  "VOO",
  null,
  null,
  null,
  null,
  "BRK-B",
  "CVX",
  null,
  "DFAX",
  "DFAC",
  null,
  "MDY",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 48
Total Value: 324894514
Accession Number: 0001172661-25-001630
Form Type: 13F-HR
CIK: aquire-wealth-advisors
Manager Name: Aquire-Wealth-Advisors

Data Enrichment

60% identified

29 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $324.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V104

Shares:3.8M

Value:$144.4M

% of Portfolio:44.5% ($144.4M/$324.9M)

25434V203

Shares:1.3M

Value:$42.0M

% of Portfolio:12.9% ($42.0M/$324.9M)

25434V302

Shares:1.3M

Value:$32.5M

% of Portfolio:10.0% ($32.5M/$324.9M)

78464A805

Shares:303.3K

Value:$20.6M

% of Portfolio:6.3% ($20.6M/$324.9M)

464287226

Shares:123.2K

Value:$12.2M

% of Portfolio:3.8% ($12.2M/$324.9M)

464288414

MUB|464288414

Shares:84.7K

Value:$8.9M

% of Portfolio:2.7% ($8.9M/$324.9M)

78463X889

SPDW|78463X889

Shares:165.5K

Value:$6.0M

% of Portfolio:1.9% ($6.0M/$324.9M)

78464A375

Shares:175.9K

Value:$5.8M

% of Portfolio:1.8% ($5.8M/$324.9M)

78464A656

Shares:213.6K

Value:$5.6M

% of Portfolio:1.7% ($5.6M/$324.9M)

464287689

IWV|464287689

Shares:13.9K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$324.9M)

78468R721

Shares:95.1K

Value:$4.3M

% of Portfolio:1.3% ($4.3M/$324.9M)

78463X509

Shares:95.9K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$324.9M)

46434V860

Shares:66.4K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$324.9M)

78464A649

Shares:127.6K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$324.9M)

78468R739

Shares:65.5K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$324.9M)

922908769

VTI|922908769

Shares:8.2K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$324.9M)

921943858

VEA|921943858

Shares:41.4K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$324.9M)

922908553

VNQ|922908553

Shares:23.0K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$324.9M)

25434V708

DFAC|25434V708

Shares:57.2K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$324.9M)

25434V880

DFAX|25434V880

Shares:69.9K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$324.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V104)✕	3.8M	QoQ +3.89% (-140.9K) YoY +16.34% (+527.9K)	All Managers (Combined)	$144.4M	44.5% ($144.4M/$324.9M)	QoQ -1.36% (-$2.0M) YoY +22.39% (+$26.4M)
(cusip25434V203)✕	1.3M	QoQ +3.60% (+46.8K) YoY +25.01% (+269.3K)	All Managers (Combined)	$42.0M	12.9% ($42.0M/$324.9M)	QoQ +10.80% (+$4.1M) YoY +29.19% (+$9.5M)
(cusip25434V302)✕	1.3M	QoQ +5.38% (+64.2K) YoY +23.95% (+242.7K)	All Managers (Combined)	$32.5M	10.0% ($32.5M/$324.9M)	QoQ +7.54% (+$2.3M) YoY +29.82% (+$7.5M)
(cusip78464A805)✕	303.3K	QoQ -1.66% (-5.1K) YoY -10.84% (-36.9K)	All Managers (Combined)	$20.6M	6.3% ($20.6M/$324.9M)	QoQ -6.37% (-$1.4M) YoY -5.48% (-$1.2M)
(cusip464287226)✕	123.2K	QoQ -1.19% (-1.5K) YoY +22.51% (+22.6K)	All Managers (Combined)	$12.2M	3.8% ($12.2M/$324.9M)	QoQ +0.86% (-$104.2K) YoY +23.74% (+$2.3M)
(MUBcusip464288414)	84.7K	QoQ +1.47% (+1.2K) YoY +12.83% (+9.6K)	All Managers (Combined)	$8.9M	2.7% ($8.9M/$324.9M)	QoQ +0.41% (+$37.1K) YoY +10.57% (+$853.6K)
(SPDWcusip78463X889)	165.5K	QoQ -2.10% (-3.6K) YoY -10.56% (-19.6K)	All Managers (Combined)	$6.0M	1.9% ($6.0M/$324.9M)	QoQ +4.43% (-$255.6K) YoY -9.14% (-$606.3K)
(cusip78464A375)✕	175.9K	QoQ -1.27% (-2.3K) YoY +11.12% (+17.6K)	All Managers (Combined)	$5.8M	1.8% ($5.8M/$324.9M)	QoQ +0.16% (-$9.8K) YoY +12.99% (+$672.5K)
(cusip78464A656)✕	213.6K	QoQ -0.86% (-1.9K) YoY +12.97% (+24.5K)	All Managers (Combined)	$5.6M	1.7% ($5.6M/$324.9M)	QoQ +3.33% (-$181.6K) YoY +16.32% (+$790.6K)
(IWVcusip464287689)	13.9K	QoQ +0.13% (-19) YoY -7.86% (-1.2K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$324.9M)	QoQ -4.83% (-$224.4K) YoY -2.46% (-$111.7K)
(cusip78468R721)✕	95.1K	QoQ -0.68% (-652) YoY -12.02% (-13.0K)	All Managers (Combined)	$4.3M	1.3% ($4.3M/$324.9M)	QoQ -1.87% (-$82.0K) YoY -14.69% (-$738.2K)
(cusip78463X509)✕	95.9K	QoQ -1.85% (-1.8K) YoY -11.08% (-12.0K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$324.9M)	QoQ +0.70% (-$26.5K) YoY -3.27% (-$127.9K)
(cusip46434V860)✕	66.4K	QoQ +611.97% (+57.1K) YoY -27.71% (-25.5K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$324.9M)	QoQ +614.66% (+$2.9M) YoY -27.76% (-$1.3M)
(cusip78464A649)✕	127.6K	QoQ -4.12% (-5.5K) YoY -11.12% (-16.0K)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$324.9M)	QoQ -2.01% (-$67.1K) YoY -10.21% (-$370.7K)
(cusip78468R739)✕	65.5K	QoQ -22.57% (-19.1K) YoY -29.06% (-26.8K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$324.9M)	QoQ -22.23% (-$891.3K) YoY -28.82% (-$1.3M)
(VTIcusip922908769)	8.2K	QoQ +0.66% (-54) YoY +1.19% (+97)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$324.9M)	QoQ -4.54% (-$107.0K) YoY +7.01% (+$147.4K)
(VEAcusip921943858)	41.4K	QoQ -0.19% (-80) YoY -7.73% (-3.5K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$324.9M)	QoQ +6.08% (-$120.7K) YoY -6.51% (-$146.5K)
(VNQcusip922908553)	23.0K	QoQ -0.97% (-225) YoY -11.39% (-3.0K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$324.9M)	QoQ +0.65% (-$13.5K) YoY -7.23% (-$162.1K)
(DFACcusip25434V708)	57.2K	QoQ 0.00% (-0) YoY -0.05% (-30)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$324.9M)	QoQ -4.62% (-$91.5K) YoY +3.20% (-$58.5K)
(DFAXcusip25434V880)	69.9K	QoQ +0.56% (+393) YoY +2.75% (+1.9K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$324.9M)	QoQ +5.98% (+$103.4K) YoY +5.82% (+$100.7K)