AIRE ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$614,724
Net value change ($000)
+68,076 (12.5%)
New positions
23
Sold out positions
10
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 6,014 18.5%
AAPL 5,934 13.8%
SLYG 5,422 24.6%
VOT 4,770 21.0%
ICVT 3,189 24.7%
AVLV 3,006 14.0%
AVEM 2,953 19.6%
DFAS 2,335 17.4%
EBI 2,330 12.1%
AVUV 2,206 12.9%
Top Reduces (Value $000, Stocks/ETFs)
CMCSA -2,058 -14.5%
T -1,230 -28.5%
BRK-B -1,190 -16.6%
LBRDA -555 -35.8%
CVX -476 -18.7%
TSM -393 -100.0%
AGG -297 -100.0%
COST -285 -6.7%
RECS -249 -100.0%
GLIBA -222 -100.0%
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