Aquire Wealth Advisors, LLC
RIA/Wealth
Aquire Wealth Advisors, LLC is a RIA/Wealth based in Salt Lake City, UT led by Reese J Harper, reporting $461.8M in AUM as of Q3 2025 with 98% ETF concentration, 87% concentrated in top 10 holdings, and 41% allocation to DFAU.
FounderReese J Harper
- Portfolio Value
- $406.0M
- Positions
- 49
- Top Holding
- DFAU at 40.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aquire Wealth Advisors, LLC's portfolio (87.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $165.0M | 40.64% | +$6.6M Bought | — 3.6M shares | |
ETF ETF | $45.4M | 11.19% | +$1.8M Bought | — 1.2M shares | |
ETF ETF | $43.2M | 10.64% | -$2.3M Sold | — 535.6K shares | |
ETF ETF | $35.8M | 8.81% | +$1.3M Bought | — 1.1M shares | |
ETF ETF | $16.0M | 3.93% | +$838.4K Bought | — 159.3K shares | |
ETF ETF | $12.8M | 3.14% | -$747.9K Sold | — 298.3K shares | |
ETF ETF | $11.3M | 2.79% | +$287.4K Bought | — 106.3K shares | |
ETF ETF | $10.3M | 2.54% | -$475.3K Sold | — 220.4K shares | |
ETF ETF | $8.1M | 1.99% | +$1.4M Bought | — 159.4K shares | |
ETF ETF | $7.0M | 1.71% | +$89.7K Bought | — 205.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aquire Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+20.22% | |
+11.77% | |
+8.51% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-16.25% | |
-7.0% | |
-6.78% | |
-5.53% | |
-4.99% |
Analytics
Portfolio insights and performance metrics for Aquire Wealth Advisors, LLC
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