Sign In
test

Matthew Mulcock

Aquire Wealth Advisors, Llc

Assets Managed
$380.555M
Holdings
48
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
-1.05%(2Q avg: -3.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aquire Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Aquire Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 380.555M in assets, with a quarterly growth rate of -1.05% and a 2-quarter average growth rate of -3.19%. The portfolio is managed by Matthew Mulcock, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 3.09%
40.54%
$154.239M
3.418M shares@ $45.12 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.98%
12.49%
$47.522M
1.22M shares@ $38.97 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -6.06%
10.1%
$38.422M
485,989 shares@ $79.06 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 1.12%
9.74%
$37.032M
1.094M shares@ $33.86 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -0.27%
3.74%
$14.209M
143,135 shares@ $99.27 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -5.35%
3.28%
$12.452M
272,766 shares@ $45.65 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -1.45%
2.9%
$11.032M
103,929 shares@ $106.16 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -5.77%
2.5%
$9.486M
202,211 shares@ $46.91 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Decreased -1.42%
1.65%
$6.244M
186,180 shares@ $33.55 avg price
SPIP
Spdr Portfolio Tips Etf
Recent Activity
Decreased -2.98%
1.56%
$5.934M
228,137 shares@ $26.02 avg price

1-10 of 48