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

Page 2 of 3

Sort by:

921937827

BSV|921937827

Shares:23.3K

Value:$1.8M

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

Apple Inc.

AAPL|037833100

Shares:4.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$324.9M)

92189H201

Shares:19.2K

Value:$874.3K

% of Portfolio:0.3% ($874.3K/$324.9M)

NVIDIA CORP

NVDA|67066G104

Shares:7.5K

Value:$816.3K

% of Portfolio:0.3% ($816.3K/$324.9M)

922042858

VWO|922042858

Shares:17.5K

Value:$791.1K

% of Portfolio:0.2% ($791.1K/$324.9M)

46429B747

Shares:6.6K

Value:$680.7K

% of Portfolio:0.2% ($680.7K/$324.9M)

46431W705

Shares:7.1K

Value:$657.1K

% of Portfolio:0.2% ($657.1K/$324.9M)

AMAZON COM INC

AMZN|023135106

Shares:3.4K

Value:$653.7K

% of Portfolio:0.2% ($653.7K/$324.9M)

922908363

VOO|922908363

Shares:1.2K

Value:$614.7K

% of Portfolio:0.2% ($614.7K/$324.9M)

808524102

SCHB|808524102

Shares:25.3K

Value:$543.9K

% of Portfolio:0.2% ($543.9K/$324.9M)

ELI LILLY & Co

LLY|532457108

Shares:585

Value:$483.2K

% of Portfolio:0.1% ($483.2K/$324.9M)

78463X749

Shares:10.8K

Value:$470.1K

% of Portfolio:0.1% ($470.1K/$324.9M)

Tesla, Inc.

TSLA|88160R101

Shares:1.7K

Value:$453.3K

% of Portfolio:0.1% ($453.3K/$324.9M)

464289859

Shares:5.8K

Value:$440.3K

% of Portfolio:0.1% ($440.3K/$324.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.5K

Value:$435.1K

% of Portfolio:0.1% ($435.1K/$324.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:640

Value:$340.9K

% of Portfolio:0.1% ($340.9K/$324.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.2K

Value:$337.4K

% of Portfolio:0.1% ($337.4K/$324.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:535

Value:$299.3K

% of Portfolio:0.1% ($299.3K/$324.9M)

92204A702

VGT|92204A702

Shares:538

Value:$292.0K

% of Portfolio:0.1% ($292.0K/$324.9M)

NETFLIX INC

NFLX|64110L106

Shares:311

Value:$290.0K

% of Portfolio:0.1% ($290.0K/$324.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BSVcusip921937827)	23.3K	QoQ -39.89% (-15.5K) YoY -44.05% (-18.4K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$324.9M)	QoQ -39.11% (-$1.2M) YoY -42.87% (-$1.4M)
Apple Inc.(AAPLcusip037833100)	4.7K	QoQ -17.97% (-1.0K) YoY -13.31% (-721)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$324.9M)	QoQ -27.23% (-$390.1K) YoY +12.30% (-$114.2K)
(cusip92189H201)✕	19.2K	QoQ -22.86% (-5.7K) YoY -53.01% (-21.7K)	All Managers (Combined)	$874.3K	0.3% ($874.3K/$324.9M)	QoQ -23.85% (-$273.9K) YoY -54.02% (-$1.0M)
NVIDIA CORP(NVDAcusip67066G104)	7.5K	QoQ +37.94% (+2.1K) YoY +1400.39% (+7.0K)	All Managers (Combined)	$816.3K	0.3% ($816.3K/$324.9M)	QoQ +11.33% (+$83.1K) YoY +79.96% (+$362.7K)
(VWOcusip922042858)	17.5K	QoQ -3.07% (-555) YoY -6.56% (-1.2K)	All Managers (Combined)	$791.1K	0.2% ($791.1K/$324.9M)	QoQ -0.39% (-$3.1K) YoY +1.24% (-$9.7K)
(cusip46429B747)✕	6.6K	QoQ -40.15% (-4.4K) YoY -44.92% (-5.4K)	All Managers (Combined)	$680.7K	0.2% ($680.7K/$324.9M)	QoQ -38.44% (-$425.2K) YoY -42.68% (-$507.1K)
(cusip46431W705)✕	7.1K	QoQ -40.24% (-4.8K) YoY -43.97% (-5.6K)	All Managers (Combined)	$657.1K	0.2% ($657.1K/$324.9M)	QoQ -40.54% (-$448.1K) YoY -45.02% (-$538.2K)
AMAZON COM INC(AMZNcusip023135106)	3.4K	QoQ -2.88% (-102) YoY -2.99% (-106)	All Managers (Combined)	$653.7K	0.2% ($653.7K/$324.9M)	QoQ -15.77% (-$122.5K) YoY +2.32% (-$14.8K)
(VOOcusip922908363)	1.2K	QoQ +0.08% (-1) YoY +0.84% (+10)	All Managers (Combined)	$614.7K	0.2% ($614.7K/$324.9M)	QoQ -4.54% (-$29.2K) YoY +7.81% (+$44.5K)
(SCHBcusip808524102)	25.3K	QoQ 0.00% (-0) YoY +181.27% (-16.3K)	All Managers (Combined)	$543.9K	0.2% ($543.9K/$324.9M)	QoQ -5.15% (-$29.6K) YoY -0.80% (-$4.4K)
ELI LILLY & Co(LLYcusip532457108)	585	QoQ 0.00% (+0) YoY NEW(+585)	All Managers (Combined)	$483.2K	0.1% ($483.2K/$324.9M)	QoQ +6.98% (+$31.5K) YoY NEW(+$483.2K)
(cusip78463X749)✕	10.8K	QoQ +0.32% (+35) YoY -23.60% (-3.3K)	All Managers (Combined)	$470.1K	0.1% ($470.1K/$324.9M)	QoQ +2.08% (+$9.6K) YoY -22.13% (-$133.7K)
Tesla, Inc.(TSLAcusip88160R101)	1.7K	QoQ -21.35% (-475) YoY -38.86% (-1.1K)	All Managers (Combined)	$453.3K	0.1% ($453.3K/$324.9M)	QoQ -49.53% (-$444.9K) YoY -9.87% (-$49.7K)
(cusip464289859)✕	5.8K	QoQ +3.45% (+192) YoY +19.56% (+942)	All Managers (Combined)	$440.3K	0.1% ($440.3K/$324.9M)	QoQ +3.30% (+$14.1K) YoY +24.51% (+$86.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.5K	QoQ -3.88% (-61) YoY +0.39% (+6)	All Managers (Combined)	$435.1K	0.1% ($435.1K/$324.9M)	QoQ +14.38% (-$54.7K) YoY +40.62% (+$125.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	640	QoQ +8.65% (+51) YoY NEW(+640)	All Managers (Combined)	$340.9K	0.1% ($340.9K/$324.9M)	QoQ +27.66% (+$73.9K) YoY NEW(+$340.9K)
Alphabet Inc.(GOOGLcusip02079K305)	2.2K	QoQ +3.56% (-75) YoY +12.82% (+248)	All Managers (Combined)	$337.4K	0.1% ($337.4K/$324.9M)	QoQ -15.39% (-$61.4K) YoY +15.64% (+$45.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	535	QoQ +0.18% (-1) YoY NEW(+535)	All Managers (Combined)	$299.3K	0.1% ($299.3K/$324.9M)	QoQ -4.37% (-$13.7K) YoY NEW(+$299.3K)
(VGTcusip92204A702)	538	QoQ +48.20% (+175) YoY NEW(+538)	All Managers (Combined)	$292.0K	0.1% ($292.0K/$324.9M)	QoQ +29.24% (+$66.1K) YoY NEW(+$292.0K)
NETFLIX INC(NFLXcusip64110L106)	311	QoQ +36.40% (+83) YoY NEW(+311)	All Managers (Combined)	$290.0K	0.1% ($290.0K/$324.9M)	QoQ +42.71% (+$86.8K) YoY NEW(+$290.0K)