AIRE ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
167
Total value ($000)
$546,648
Net value change ($000)
-249 (-0.0%)
New positions
20
Sold out positions
8
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVLV 1,579 8.0%
AVUV 1,399 8.9%
VOE 1,067 4.7%
FPS 1,024 NEW
DFIC 869 4.3%
VSNT 732 NEW
AVEM 730 5.1%
CVX 717 39.3%
SLYG 706 3.3%
ITOT 650 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,403 -7.4%
VUG -3,367 -9.4%
VOT -1,554 -6.4%
MSFT -1,063 -20.5%
IONQ -962 -35.7%
TSLA -936 -16.2%
GOOGL -844 -22.9%
NVDA -838 -9.5%
TXRH -694 -10.7%
EXPE -688 -18.4%
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