AIRE ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$546,897
Net value change ($000)
-3,864 (-0.7%)
New positions
10
Sold out positions
24
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,427 5.5%
DFIC 1,354 7.2%
AVLV 1,165 6.2%
EXPE 918 32.6%
GOOGL 881 31.3%
LLYVA 872 NEW
DFIS 782 5.5%
BRK-B 756 15.2%
WBD 666 34.9%
AMGN 645 16.5%
Top Reduces (Value $000, Stocks/ETFs)
KGC -1,374 -100.0%
BAC -1,303 -53.9%
VOT -1,155 -4.5%
NVDA -1,015 -10.3%
LLYVA -1,008 -100.0%
IONQ -1,000 -27.1%
QQQ -848 -40.3%
NEM -848 -100.0%
SBSW -822 -100.0%
CMCSA -752 -4.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type