Portfolio (Quarterly)
Guide ↗
Aquire Wealth Advisors, LLC
· CIK 0001745945| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | NFLX | NETFLIX INC | Communication Services | 3,140.0 | $294K | 0.08% | NEW | — | $93.76 | -20.7% |
| 42 | — | BERKSHIRE HATHAWAY INC DEL | — | 546.0 | $274K | 0.07% | NEW | — | $502.65 | — |
| 43 | SCHF | SCHWAB STRATEGIC TR | — | 11,413.0 | $274K | 0.07% | NEW | — | $24.04 | +13.0% |
| 44 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 444.0 | $268K | 0.07% | NEW | — | $603.28 | +14.9% |
| 45 | AHR | AMERICAN HEALTHCARE REIT INC | Real Estate | 5,147.0 | $242K | 0.06% | NEW | — | $47.06 | +20.3% |
| 46 | LQD | ISHARES TR | — | 2,182.0 | $240K | 0.06% | NEW | — | $110.19 | -2.4% |
| 47 | VBR | VANGUARD INDEX FDS | — | 1,133.0 | $240K | 0.06% | NEW | — | $211.78 | +16.0% |
| 48 | AOM | ISHARES TR | — | 4,330.0 | $207K | 0.05% | NEW | — | $47.73 | +3.2% |
| 49 | ANGX | ANGEL STUDIOS INC | Communication Services | 27,859.0 | $130K | 0.03% | NEW | — | $4.67 | -11.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
43.2%
Consumer Cyclical
19.6%
Communication Services
17.9%
Financial Services
16.2%
Real Estate
3.2%