Aquire Wealth Advisors, LLC logo

Aquire Wealth Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Aquire Wealth Advisors, LLC with $406.0M in long positions as of Q3 2025, 98% allocated to ETF, and 87% concentrated in top 10 positions.

Portfolio Value
$406.0M
Top 10 Concentration
87%
Top Sector
ETF (98%)
US Exposure
100%
Market Cap Focus
N/A
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 98.00%ETFTechnology: 0.80%Consumer Cyclical: 0.40%Communication Services: 0.30%Healthcare: 0.10%Financial Services: 0.10%Real Estate: 0.10%
ETF
98.00%
Technology
0.80%
Consumer Cyclical
0.40%
Communication Services
0.30%
Healthcare
0.10%
Financial Services
0.10%
Real Estate
0.10%

Industry Breakdown

12 industries across all sectors

ETF: 98.00%ETFSemiconductors: 0.37%Consumer Electronics: 0.28%Auto - Manufacturers: 0.24%Internet Content & Information: 0.22%Specialty Retail: 0.18%6 more: 0.51%
ETF
ETF
98.00%
Semiconductors
Technology
0.37%
Consumer Electronics
Technology
0.28%
Auto - Manufacturers
Consumer Cyclical
0.24%
Internet Content & Information
Communication Services
0.22%
Specialty Retail
Consumer Cyclical
0.18%
Drug Manufacturers - General
Healthcare
0.11%
Software - Infrastructure
Technology
0.10%
Entertainment
Communication Services
0.093%
Hardware, Equipment & Parts
Technology
0.088%
Insurance - Diversified
Financial Services
0.066%
REIT - Healthcare Facilities
Real Estate
0.053%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 1.65%Large Cap ($10B - $200B): 0.09%Mid Cap ($2B - $10B): 0.05%Small Cap ($300M - $2B): 0.04%N/A (ETF or Unknown): 98.17%N/A (ETF or Unknown)
Mega Cap (> $200B)
1.65%
Large Cap ($10B - $200B)
0.09%
Mid Cap ($2B - $10B)
0.05%
Small Cap ($300M - $2B)
0.04%
N/A (ETF or Unknown)
98.17%

Portfolio Concentration

Top 10 Holdings %
87.38%
Top 20 Holdings %
96.03%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($406.0M)
49 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
14.7 quarters
Avg. Top 20
14.2 quarters
Avg. All Positions
10.8 quarters
Median Holding Period
15 quarters
Persistence Rate
83.67%
Persistent Holdings Weight
98.43%
Persistent Positions
41
Longest Held
SPDR Portfolio TIPS ETF logo
SPDR Portfolio TIPS ETFSPIP - 15 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.05%
Avg. Position Weight
2.04%
Largest Position
Dimensional US Core Equity Market ETF logo
Dimensional US Core Equity Market ETFDFAU - 40.64%
Largest Ownership Stake
ANGX
Angel Studios, Inc.ANGX - 0.02%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2021)

Avg. New Position
0.84%
Avg. Ownership Stake
0.002%
Largest Position
Dimensional US Core Equity Market ETF logo
Dimensional US Core Equity Market ETFDFAU - 45.35% (Q4 2024)
Largest Ownership Stake
Calamos Convertible and High Income Fund logo
Calamos Convertible and High Income FundCHY - 0.10% (Q1 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
2.1%
Value Traded
$8.72M
Positions Added
2
Positions Exited
0

Historical (Since Q4 2021)

Avg. Turnover Ratio
31185.9%
Avg. Positions Added
18
Avg. Positions Exited
16
Highest Turnover
498863.4%
Q1 2022
Lowest Turnover
1.5%
Q3 2023

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.