AIRE ADVISORS, LLC

CIK

1908177

Location

BEVERLY HILLS, CA

Portfolio Value

Small $614,722,607

Diversification

Diversified

Filing Date

Global Rank

#3,385 / 8,795 ▼ 15 · as of Jun 2026

Top Industry

Consumer Electronics 24.6%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

19 quarters · since Dec 2021

Clone Performance

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Portfolio Concentration

117 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.3%

+4.0 pts

Top 5

54.5%

−0.3 pts

Top 10

70.3%

+1.6 pts

HHI

763

Diversified+60

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.7%	$416,158,499	25
Technology	12.2%	$74,785,459	18
Communication Services	6.4%	$39,509,705	17
Financial Services	4.2%	$25,607,243	14
Consumer Cyclical	3.9%	$24,118,265	8
Industrials	2.1%	$12,878,262	16
Healthcare	1.7%	$10,410,776	7
Consumer Defensive	0.9%	$5,812,048	3
Energy	0.7%	$4,455,868	3
Real Estate	0.1%	$610,949	4
Basic Materials	0.0%	$301,221	1
Utilities	0.0%	$74,312	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+386,072	762,048	$112,729,641
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+33,242	347,351	$7,903,337
FPS	Forgent Power Solutions, Inc.	+20,000	55,000	$3,072,300
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+14,377	164,704	$11,106,221
AGNG	Global X Funds Global X Aging Population ETF	+13,172	362,142	$6,768,433
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+12,853	580,440	$41,742,782
BUYZ	Franklin Disruptive Commerce ETF	+7,977	289,017	$6,661,371
NCLO	Nuveen AA-BBB CLO ETF	+6,371	11,718	$704,793
DCOR	Dimensional US Core Equity 1 ETF	+6,322	1,381,866	$59,322,801
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+6,319	417,039	$37,625,754
XOM	ExxonMobil Holdings Corp	+2,699	12,205	$1,668,667
BRK-B	Berkshire Hathaway Inc	+2,151	12,949	$12,466,346
BATRA	Atlanta Braves Holdings, Inc.	+1,140	7,859	$407,882
CSCO	Cisco Systems, Inc.	+938	5,682	$667,407
GLD	Spdr Gold Trust	+552	2,260	$832,538
BA	Boeing Co	+270	2,699	$584,252
T	At&T Inc.	+224	149,166	$3,087,736
VOYG	Voyager Technologies, Inc./TX	+222	8,889	$286,670
BAC	Bank Of America Corp /De/	+202	20,424	$1,163,759
CVX	Chevron Corp	+178	12,460	$2,065,369
JPM	Jpmorgan Chase & Co	+170	13,127	$4,296,860
CWI	State Street SPDR MSCI ACWI ex-US ETF	+159	205,334	$10,375,811
TRGP	Targa Resources Corp.	+153	2,692	$721,832
PANW	Palo Alto Networks Inc	+114	4,935	$1,682,933
DIS	Walt Disney Co	+104	5,223	$502,713
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−7,431	394,123	$13,183,023
SIRI	Sirius Xm Holdings Inc.	−3,750	71,648	$2,116,481
UBER	Uber Technologies, Inc	−2,502	9,424	$680,035
ACSG	American Century Small Cap Growth Insights ETF	−2,257	731,707	$72,379,195
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−1,922	71,771	$2,640,096
VEU	Vanguard FTSE All-World Ex-US ETF	−1,710	63,720	$3,687,795
SNAP	Snap Inc	−1,429	10,102	$44,852
LBTYA	Liberty Global Ltd.	−1,151	76,443	$848,066
—		−924	29,880	$993,808
AFK	VanEck Africa Index ETF	−859	2,115	$245,297
PLTR	Palantir Technologies Inc.	−841	2,017	$235,323
VEA	Vanguard FTSE Developed Markets ETF	−592	3,342	$238,117
QQQ	Invesco Qqq Trust, Series 1	−548	1,523	$1,121,537
ACVT	Advent Convertible Bond ETF	−530	333,006	$21,629,072
JNJ	Johnson & Johnson	−361	6,900	$1,752,393
NVDA	Nvidia Corp	−274	45,387	$9,081,484
AAPL	Apple Inc.	−265	168,724	$48,821,976
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−246	8,500	$952,915
ETN	Eaton Corp plc	−219	871	$371,150
MSFT	Microsoft Corp	−202	10,965	$4,090,164
ABBV	AbbVie Inc.	−134	1,784	$448,925
WMT	Walmart Inc.	−133	4,131	$467,877
GOOGL	Alphabet Inc.	−53	23,625	$8,402,699
CMCSA	Comcast Corp	−45	494,434	$12,138,354
ANGU	SEI Ang Research Enhanced U.S. Large Cap ETF	−42	4,772	$229,056
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,217	$378,796
STX	Seagate Technology Holdings plc	338	$326,170
FSBC	Five Star Bancorp	6,156	$299,735
SHBI	Shore Bancshares Inc	12,339	$283,180
HTB	HomeTrust Bancshares, Inc.	5,404	$269,605
APLD	Applied Digital Corp.	7,000	$261,100
UNM	Unum Group	2,785	$248,979
MOG-A	Moog Inc.	575	$243,708
LILA	Liberty Latin America Ltd.	28,437	$222,150
RVMD	Revolution Medicines, Inc.	1,096	$205,258
DXC	DXC Technology Co	14,844	$131,369
AHRT	AH Realty Trust, Inc.	12,382	$87,664
MOMO	Hello Group Inc.	13,976	$81,060
RNW	ReNew Energy Global plc	11,890	$74,312
BRSP	BrightSpire Capital, Inc.	10,913	$59,475
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,164	$393,373
AAAC	Columbia AAA CLO ETF	6,399	$249,433
GLIBA	Liberty Capital Corp/NV	5,975	$222,329
PEP	Pepsico Inc	1,359	$211,039
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	3,781	$202,018
KREF	KKR Real Estate Finance Trust Inc.	21,554	$131,910
WU	Western Union CO	12,376	$108,042
ANGI	Angi Inc.	14,453	$99,003
OSG	Octave Specialty Group Inc	13,446	$62,523
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 tracked positions · $614,722,607 total · filing declares 179 positions · $614,723,948 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	762,048	+386,072	$112,729,641	+61.4%	18.34%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	731,707	-2,257	$72,379,195	+13.5%	11.77%
DCOR	Dimensional US Core Equity 1 ETF	Added	1,381,866	+6,322	$59,322,801	+8.5%	9.65%
AAPL	Apple Inc. Technology	Reduced	168,724	-265	$48,821,976	+13.8%	7.94%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	580,440	+12,853	$41,742,782	+19.0%	6.79%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	417,039	+6,319	$37,625,754	—	6.12%
ACVT	Advent Convertible Bond ETF	Reduced	333,006	-530	$21,629,072	+12.1%	3.52%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	394,123	-7,431	$13,183,023	+9.3%	2.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,949	+2,151	$12,466,346	+0.9%	2.03%
CMCSA	Comcast Corp Communication Services	Reduced	494,434	-45	$12,138,354	−14.5%	1.97%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	164,704	+14,377	$11,106,221	+16.0%	1.81%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	205,334	+159	$10,375,811	+10.5%	1.69%
NVDA	Nvidia Corp Technology	Reduced	45,387	-274	$9,081,484	+14.0%	1.48%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,625	-53	$8,402,699	+23.5%	1.37%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	347,351	+33,242	$7,903,337	+11.3%	1.29%
AGNG	Global X Funds Global X Aging Population ETF	Added	362,142	+13,172	$6,768,433	+5.4%	1.10%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Held	35,000	0	$6,763,050	+17.0%	1.10%
BUYZ	Franklin Disruptive Commerce ETF	Added	289,017	+7,977	$6,661,371	+2.6%	1.08%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,214	-40	$6,009,504	+14.3%	0.98%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	12,990	-17	$5,463,594	+13.0%	0.89%
AMGN	Amgen Inc Healthcare	Added	13,940	+14	$5,047,952	+3.0%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,127	+170	$4,296,860	+12.7%	0.70%
META	Meta Platforms, Inc. Communication Services	Reduced	7,324	-15	$4,125,535	−1.7%	0.67%
MSFT	Microsoft Corp Technology	Reduced	10,965	-202	$4,090,164	−1.1%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,250	-26	$3,975,747	−6.7%	0.65%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	63,720	-1,710	$3,687,795	+4.2%	0.60%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	13,166	-40	$3,368,916	+10.5%	0.55%
IONQ	IonQ, Inc. Technology	Added	60,043	+43	$3,197,890	+84.9%	0.52%
T	At&T Inc. Communication Services	Added	149,166	+224	$3,087,736	−28.5%	0.50%
FPS	Forgent Power Solutions, Inc. Industrials	Added	55,000	+20,000	$3,072,300	+199.9%	0.50%
CAT	Caterpillar Inc Industrials	Reduced	2,873	-5	$3,059,457	+50.1%	0.50%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	71,771	-1,922	$2,640,096	+3.9%	0.43%
SPY	Spdr S&P 500 ETF Trust	Added	3,235	+19	$2,415,800	+15.5%	0.39%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	88,186	-4	$2,351,038	−2.9%	0.38%
SIRI	Sirius Xm Holdings Inc. Communication Services	Reduced	71,648	-3,750	$2,116,481	+21.6%	0.34%
AON	Aon plc Financial Services	Added	6,287	+14	$2,085,335	+3.0%	0.34%
LLY	ELI LILLY & Co Healthcare	Added	1,724	+10	$2,067,817	+31.2%	0.34%
CVX	Chevron Corp Energy	Added	12,460	+178	$2,065,369	−18.7%	0.34%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	2,628	-22	$2,005,531	+93.8%	0.33%
JNJ	Johnson & Johnson Healthcare	Reduced	6,900	-361	$1,752,393	−1.3%	0.29%
PANW	Palo Alto Networks Inc Technology	Added	4,935	+114	$1,682,933	+117.7%	0.27%
XOM	ExxonMobil Holdings Corp Energy	Added	12,205	+2,699	$1,668,667	+3.5%	0.27%
LLYVA	Liberty Live Holdings, Inc. Communication Services	Added	15,286	+97	$1,594,160	+12.4%	0.26%
USB	US Bancorp De Financial Services	Held	23,927	0	$1,445,190	+16.1%	0.24%
V	Visa Inc. Financial Services	Reduced	4,138	-24	$1,419,706	+12.9%	0.23%
KO	Coca Cola Co Consumer Defensive	Held	16,838	0	$1,368,424	+6.9%	0.22%
FWONA	Liberty Media Corp Communication Services	Added	14,100	+21	$1,307,090	+12.1%	0.21%
GE	General Electric Co Industrials	Held	3,178	0	$1,187,713	+31.7%	0.19%
BAC	Bank Of America Corp /De/ Financial Services	Added	20,424	+202	$1,163,759	+18.0%	0.19%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,523	-548	$1,121,537	−6.2%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.