Aquire Wealth Advisors, LLC reported 16 positions worth $10.55M for the quarter ended Sep 30, 2026, up 5.1% on the prior quarter. It opened 0 new positions, added to 5, trimmed 7 and exited 0. Its largest holding is Nvidia Corp at 20.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -192 | -14.9% | $98.45K | 5.34% |
| META Meta Platforms, Inc. | -96 | -15.9% | $69.62K | 3.5% |
| AMZN Amazon Com Inc | -156 | -4.8% | $38.86K | 7.35% |
| NFLX Netflix Inc | -310 | -8.8% | $21.57K | 2.13% |
| TSLA Tesla, Inc. | -37 | -1.7% | $13.13K | 7.24% |
| GOOG Alphabet Inc. | -22 | -3.0% | $7.50K | 2.27% |
| GLD Spdr Gold Trust | -5 | -0.3% | $1.90K | 5.41% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 9,624 | $2.20M | 20.83% | +517 | +5.7% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 4,958 | $1.65M | 15.65% | +131 | +2.7% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 2,597 | $893.74K | 8.47% | +6 | +0.2% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 3,112 | $775.24K | 7.35% | -156 | -4.8% | Reduced | 0% |
| 5 | COST Costco Wholesale Corp | Consumer Staples | 842 | $766.51K | 7.26% | +9 | +1.1% | Added | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 2,152 | $763.43K | 7.24% | -37 | -1.7% | Reduced | 0% |
| 7 | GLD Spdr Gold Trust | Financial Services | 1,500 | $571.26K | 5.41% | -5 | -0.3% | Reduced | 0% |
| 8 | MSFT Microsoft Corp | Technology | 1,099 | $563.51K | 5.34% | -192 | -14.9% | Reduced | 0% |
| 9 | APH Amphenol Corp | Industrials | 5,208 | $439.03K | 4.16% | 0 | 0.0% | Unchanged | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 509 | $369.12K | 3.5% | -96 | -15.9% | Reduced | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 597 | $297.28K | 2.82% | 0 | 0.0% | Unchanged | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 1,731 | $281.72K | 2.67% | 0 | 0.0% | Unchanged | 0% |
| 13 | AHR American Healthcare REIT, Inc. | Real Estate | 5,147 | $263.84K | 2.5% | 0 | 0.0% | Unchanged | 0% |
| 14 | AVGO Broadcom Inc. | Technology | 719 | $252.51K | 2.39% | +7 | +1.0% | Added | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 704 | $239.86K | 2.27% | -22 | -3.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Aquire Wealth Advisors.
As of its Q3 2026 13F filing, Aquire Wealth Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 20.8%, Apple Inc. (AAPL) at 15.6%, Alphabet Inc. (GOOGL) at 8.5%, Amazon Com Inc (AMZN) at 7.3%, Costco Wholesale Corp (COST) at 7.3% of the reported portfolio.
Aquire Wealth Advisors, LLC reported a 13F portfolio worth $10.55M across 16 positions for Q3 2026. That is up 5.1% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($118.07K), Apple Inc. ($43.63K), Costco Wholesale Corp ($8.19K). It opened 0 new positions.
Its largest sales by value were Microsoft Corp ($98.45K), Meta Platforms, Inc. ($69.62K), Amazon Com Inc ($38.86K). It exited 0 positions entirely.
From the Form 13F-HR reports Aquire Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.