AIRE ADVISORS, LLC
Q3 2026 13F-HR Holdings
Net value change ($000)
+1,159
(0.2%)
New positions
11
Sold out positions
18
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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)
| AAPL | 6,203 | 12.7% |
| VUG | 2,006 | 5.2% |
| EXXONMOBIL HOLDINGS CORP | 1,984 | NEW |
| NVDA | 1,537 | 16.9% |
| MSFT | 1,462 | 35.7% |
| DFIS | 1,037 | 6.4% |
| DFIC | 1,037 | 4.6% |
| META | 1,023 | 24.8% |
| HELO | 1,004 | 9.2% |
| SPACE EXPLORATION TECHN CORP | 950 | 250.7% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|