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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 and exited 11; 105 existing positions rose in reported value and 22 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL7.9% · -0%VUG6.3% · +501%VOT4.5% · +2%SLYG4.5% · +1%VOE4.2% · +1%AVLV4.0% · +1%DFIC3.7% · +2%EBI3.5% · -0%AVUV3.1% · -0%AVEM2.9% · -0%DFIS2.6% · +1%ICVT2.6% · +4%DFAS2.6% · +2%VTV2.1% · -2%CMCSA2.0% · -0%HELO1.8% · +10%SPDW1.5% · 0%NVDA1.5% · -1%HAUZ1.2% · +9%SLYV1.2% · -0%PFFD1.1% · +4%TXRH1.1% · 0%BRK.B1.1% · +20%SPHY1.0% · +4%FLBL1.0% · +2%AMZN1.0% · -0%BRK.A1.0% · -20%TSLA0.9% · -0%USIG0.8% · +5%AMGN0.8% · +0%GOOGL0.8% · -0%SCHF0.7% · -0%JPM0.7% · +1%META0.7% · -0%MSFT0.7% · -2%VBK0.7% · -2%COST0.6% · -1%AVDV0.6% · -6%SCHG0.6% · -7%AVSC0.6% · -4%GOOG0.6% · +0%IMCV0.6% · -6%EXPE0.5% · -0%IONQ0.5% · +0%AVDE0.5% · -7%T0.5% · +0%FPS0.5% · +57%CAT0.5% · -0%SCHC0.5% · -0%IMCG0.5% · -8%PSTP0.4% · -3%SPY0.4% · +1%WBD0.4% · -0%DFSV0.4% · +0%SCZ0.4% · -0%SIRI0.3% · -5%AON0.3% · +0%LLY0.3% · +1%CVX0.3% · +1%VWO0.3% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 44.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 17, 2026.

Assets Under Management
$1.01B
Discretionary
$986.0M
Employees
9
Accounts
1,163
Address
9350 WILSHIRE BLVD
SUITE 200
BEVERLY HILLS, CA 90212
Phone
(310) 277-2473
Website
Name Title / Status Ownership Type
MONSEFI, AMIR, ALI ControlCO-FOUNDER
since Nov 2020
75% or moreIndividual
NASSIRZADEH, SHARON ControlCO-FOUNDER & SENIOR PARTNER & CHIEF COMPLIANCE OFFICER
since Jan 2026
25–50%Individual
Ownership & leadership changes · 2 filings with changes since Sep 30, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 9, 2026 filing
  • ChangedMONSEFI, AMIR, ALI · title CHIEF COMPLIANCE OFFICER & CO-FOUNDER → CO-FOUNDER
  • ChangedNASSIRZADEH, SHARON · title CO-FOUNDER & SENIOR PARTNER → CO-FOUNDER & SENIOR PARTNER & CHIEF COMPLIANCE OFFICER
Oct 21, 2020 filing
  • ChangedMONSEFI, AMIR, ALI · title OWNER & CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER & CO-FOUNDER
  • ChangedNASSIRZADEH, SHARON · title MEMBER → CO-FOUNDER & SENIOR PARTNER
Sep 30, 2020 filing (earliest on record)
  • ListedMONSEFI, AMIR, ALI · OWNER & CHIEF COMPLIANCE OFFICER · 75% or more · control person
  • ListedNASSIRZADEH, SHARON · MEMBER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

AIRE ADVISORS, LLC Holdings (2026-06-30)

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
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