Top Institutional Investors

AIRE ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1908177 · latest 13F-HR filed 2026-08-14

Backtest portfolio

AIRE ADVISORS, LLC manages $614.7M in 13F-reported U.S. long-equity assets across 179 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.94%), VUG (6.27%), VOT (4.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 11, added to 105, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
9350 WILSHIRE BLVD
SUITE 200
BEVERLY HILLS, CA 90212
Phone
(310) 277-2474
Filing Manager
AIRE ADVISORS, LLC
BEVERLY HILLS, CA
Signatory
SHARON NASSIRZADEH
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$614.7M

Long-equity book

Holdings

179

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+23 / −11 / ↑105 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$6.0M +18.5%
  • APPLE INC$5.9M +13.8%
  • SPDR SERIES TRUST$5.4M +24.6%
  • VANGUARD INDEX FDS$4.8M +21.0%
  • ISHARES TR$3.2M +24.7%
Show all 105 →

Top Trims

  • COMCAST CORP NEW-$2.1M -14.5%
  • AT&T INC-$1.2M -28.5%
  • BERKSHIRE HATHAWAY INC DEL-$1.2M -16.6%
  • LIBERTY BROADBAND CORP-$555.6K -35.9%
  • CHEVRON CORPORATION-$475.7K -18.7%
Show all 22 →

New Positions

  • SPACE EXPLORATION TECHN CORP$378.8K
  • SCHWAB STRATEGIC TR$343.4K
  • SEAGATE TECHNOLOGY HLDNGS PL$326.2K
  • FIVE STAR BANCORP$299.7K
  • SHORE BANCSHARES INC$283.2K
Show all 23 →

Exited Positions

  • TAIWAN SEMICONDUCTOR MANUFAC$393.4K
  • SCHWAB STRATEGIC TR$301.6K
  • ISHARES TR$297.3K
  • COLUMBIA ETF TR I$249.4K
  • GCI LIBERTY INC$222.3K
Show all 11 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $48.8M 7.94% 168,724 SH
2 VANGUARD INDEX FDS VUG 922908736 $38.5M 6.27% 447,120 SH
3 VANGUARD INDEX FDS VOT 922908538 $27.5M 4.48% 89,854 SH
4 SPDR SERIES TRUST SLYG 78464A201 $27.4M 4.46% 230,151 SH
5 VANGUARD INDEX FDS VOE 922908512 $25.6M 4.16% 129,318 SH
6 AMERICAN CENTY ETF TR AVLV 025072349 $24.4M 3.97% 267,585 SH
7 DIMENSIONAL ETF TRUST DFIC 25434V799 $22.5M 3.66% 603,963 SH
8 RBB FUND TRUST EBI 75526L852 $21.6M 3.52% 333,006 SH
9 AMERICAN CENTY ETF TR AVUV 025072877 $19.3M 3.14% 154,747 SH
10 AMERICAN CENTY ETF TR AVEM 025072604 $18.0M 2.93% 186,412 SH
11 DIMENSIONAL ETF TRUST DFIS 25434V773 $16.2M 2.63% 461,663 SH
12 ISHARES TR ICVT 46435G102 $16.1M 2.62% 132,152 SH
13 DIMENSIONAL ETF TRUST DFAS 25434V500 $15.7M 2.56% 190,980 SH
14 VANGUARD INDEX FDS VTV 922908744 $13.1M 2.13% 60,032 SH
15 COMCAST CORP NEW CMCSA 20030N101 $12.1M 1.97% 494,434 SH
16 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $10.9M 1.77% 160,705 SH
17 SPDR INDEX SHS FDS SPDW 78463X889 $9.3M 1.51% 184,448 SH
18 NVIDIA CORPORATION NVDA 67066G104 $9.1M 1.48% 45,387 SH
19 DBX ETF TR HAUZ 233051846 $7.7M 1.25% 342,156 SH
20 SPDR SERIES TRUST SLYV 78464A300 $7.3M 1.19% 66,815 SH
21 GLOBAL X FDS PFFD 37954Y657 $6.8M 1.10% 362,142 SH
22 TEXAS ROADHOUSE INC TXRH 882681109 $6.8M 1.10% 35,000 SH
23 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.5M 1.05% 12,941 SH
24 SPDR SERIES TRUST SPHY 78468R606 $6.4M 1.03% 270,989 SH
25 FRANKLIN TEMPLETON ETF TR FLBL 35473P595 $6.2M 1.02% 272,527 SH
26 AMAZON COM INC AMZN 023135106 $6.0M 0.98% 25,214 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $6.0M 0.97% 8 SH
28 TESLA INC TSLA 88160R101 $5.5M 0.89% 12,990 SH
29 ISHARES TR USIG 464288620 $5.0M 0.82% 98,432 SH
30 AMGEN INC AMGN 031162100 $5.0M 0.82% 13,940 SH
31 ALPHABET INC GOOGL 02079K305 $4.9M 0.80% 13,683 SH
32 SCHWAB STRATEGIC TR SCHF 808524805 $4.6M 0.74% 164,920 SH
33 JPMORGAN CHASE & CO JPM 46625H100 $4.3M 0.70% 13,127 SH
34 META PLATFORMS INC META 30303M102 $4.1M 0.67% 7,324 SH
35 MICROSOFT CORP MSFT 594918104 $4.1M 0.67% 10,965 SH
36 VANGUARD INDEX FDS VBK 922908595 $4.0M 0.65% 10,921 SH
37 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.0M 0.65% 4,250 SH
38 AMERICAN CENTY ETF TR AVDV 025072802 $3.8M 0.62% 36,741 SH
39 SCHWAB STRATEGIC TR SCHG 808524300 $3.8M 0.61% 111,632 SH
40 AMERICAN CENTY ETF TR AVSC 025072323 $3.6M 0.58% 48,762 SH
41 ALPHABET INC GOOG 02079K107 $3.5M 0.57% 9,942 SH
42 ISHARES TR IMCV 464288406 $3.5M 0.57% 38,156 SH
43 EXPEDIA GROUP INC EXPE 30212P303 $3.4M 0.55% 13,166 SH
44 IONQ INC IONQ 46222L108 $3.2M 0.52% 60,043 SH
45 AMERICAN CENTY ETF TR AVDE 025072703 $3.1M 0.51% 34,867 SH
46 AT&T INC T 00206R102 $3.1M 0.50% 149,166 SH
47 FORGENT POWER SOLUTIONS INC FPS 34631F102 $3.1M 0.50% 55,000 SH
48 CATERPILLAR INC CAT 149123101 $3.1M 0.50% 2,873 SH
49 SCHWAB STRATEGIC TR SCHC 808524888 $3.0M 0.49% 62,041 SH
50 ISHARES TR IMCG 464288307 $2.8M 0.46% 28,845 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $614.7M 179 0001908177-26-000006
2026-03-31 2026-05-06 $546.6M 167 0001908177-26-000005
2025-12-31 2026-02-17 $546.9M 154 0001908177-26-000004