Aire Advisors

BEVERLY HILLS, CAfiles as AIRE ADVISORS, LLC

$615m in 179 US stocks at the end of 30 June 2026. The top 10 are 44.5% of the money. It changed about 4.5% of the portfolio this quarter.

Value

$615m

Stocks

179

Top 10 share

44.5%

Turnover

4.5%

What changed this quarter

New

Bought for the first time this quarter.

Space Exploration TechnologiesSPCX
<0.1% of the fund
Schwab Strategic TRSCHP
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
Five Star BancorpFSBC
<0.1% of the fund
Shore BancsharesSHBI
<0.1% of the fund
HomeTrust BancsharesHTB
<0.1% of the fund
Applied DigitalAPLD
<0.1% of the fund
Unum GroupUNM
<0.1% of the fund
MoogMOG-A
<0.1% of the fund
Nushares ETF TRNULG
<0.1% of the fund
DBX ETF TREMCR
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
Nushares ETF TRNULV
<0.1% of the fund
American Centy ETF TRAVSD
<0.1% of the fund
Revolution MedicinesRVMD
<0.1% of the fund
Ishares TRIVV
<0.1% of the fund
DXC TechnologyDXC
<0.1% of the fund
Liberty Latin AmericaLILAK
<0.1% of the fund
Liberty Latin AmericaLILA
<0.1% of the fund
AH Realty TrustAHRT
<0.1% of the fund
Hello GroupMOMO
<0.1% of the fund
ReNew Energy GlobalRNW
<0.1% of the fund
BrightSpire CapitalBRSP
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRICVT
2.6% of the fund
+4%
J P Morgan Exchange Traded FHELO
1.8% of the fund
+10%
DBX ETF TRHAUZ
1.2% of the fund
+9%
Global X FDSPFFD
1.1% of the fund
+4%
Berkshire HathawayBRK-B
1.1% of the fund
+20%
Spdr Series TrustSPHY
1.0% of the fund
+4%
Franklin Templeton ETF TRFLBL
1.0% of the fund
+2%
Ishares TRUSIG
0.8% of the fund
+5%
Forgent Power SolutionsFPS
0.5% of the fund
+57%
Palo Alto NetworksPANW
0.3% of the fund
+2%
ExxonMobil HoldingsXOM
0.3% of the fund
+28%
Spdr Gold TRGLD
0.1% of the fund
+32%
BroadcomAVGO
0.1% of the fund
+3%
Targa ResourcesTRGP
0.1% of the fund
+6%
Cisco SystemsCSCO
0.1% of the fund
+20%
BoeingBA
<0.1% of the fund
+11%
Goldman Sachs GroupGS
<0.1% of the fund
+4%
Walt DisneyDIS
<0.1% of the fund
+2%
UnitedHealth GroupUNH
<0.1% of the fund
+4%
Quanta ServicesPWR
<0.1% of the fund
+14%
Franklin Templeton ETF TRFLMI
<0.1% of the fund
+9%
Atlanta Braves HoldingsBATRK
<0.1% of the fund
+17%
MerckMRK
<0.1% of the fund
+3%
Vanguard Index FDSVOO
<0.1% of the fund
+6%
HeicoHEI
<0.1% of the fund
+12%

Cut

Sold some of their stake.

Vanguard Index FDSVTV
2.1% of the fund
-2%
Berkshire Hathaway INC DELBRK-A
1.0% of the fund
-20%
American Centy ETF TRAVDV
0.6% of the fund
-6%
Schwab Strategic TRSCHG
0.6% of the fund
-7%
American Centy ETF TRAVSC
0.6% of the fund
-4%
Ishares TRIMCV
0.6% of the fund
-6%
American Centy ETF TRAVDE
0.5% of the fund
-7%
Ishares TRIMCG
0.5% of the fund
-7%
Innovator Etfs TrustPSTP
0.4% of the fund
-3%
Sirius XM HoldingsSIRI
0.3% of the fund
-5%
Dimensional ETF TrustDFLV
0.3% of the fund
-13%
Johnson & JohnsonJNJ
0.3% of the fund
-5%
Vanguard Intl Equity Index FVNQI
0.2% of the fund
-5%
Vanguard Index FDSVBR
0.2% of the fund
-2%
Invesco QQQ TRQQQ
0.2% of the fund
-26%
Liberty BroadbandLBRDK
0.2% of the fund
-3%
Dimensional ETF TrustDFAE
0.1% of the fund
-18%
Uber TechnologiesUBER
0.1% of the fund
-21%
Ishares TRPFF
0.1% of the fund
-7%
WalmartWMT
<0.1% of the fund
-3%
Goldman Sachs ETF TRGSSC
<0.1% of the fund
-5%
AbbVieABBV
<0.1% of the fund
-7%
EatonETN
<0.1% of the fund
-20%
Parker-HannifinPH
<0.1% of the fund
-6%
Vaneck ETF TrustNLR
<0.1% of the fund
-29%

Sold out

Sold their entire stake.

Taiwan Semiconductor ManufacturingTSM
-100%
Schwab Strategic TRSCCR
-100%
Ishares TRAGG
-100%
Columbia ETF TR IRECS
-100%
Liberty CapitalGLIBK
-100%
PepsiCoPEP
-100%
Wisdomtree TRQGRW
-100%
KKR Real Estate Finance TrustKREF
-100%
Western UnionWU
-100%
AngiANGI
-100%
Octave Specialty GroupOSG
-100%

Holdings

AppleAAPL
Share
7.9%
Value
$49m
Shares
168,724
Held
Vanguard Index FDSVUG
Share
6.3%
Value
$39m
Shares
447,120
Held
Vanguard Index FDSVOT
Share
4.5%
Value
$28m
Shares
89,854
Held
Spdr Series TrustSLYG
Share
4.5%
Value
$27m
Shares
230,151
Held
Vanguard Index FDSVOE
Share
4.2%
Value
$26m
Shares
129,318
Held
American Centy ETF TRAVLV
Share
4.0%
Value
$24m
Shares
267,585
Held
Dimensional ETF TrustDFIC
Share
3.7%
Value
$23m
Shares
603,963
Held
RBB Fund TrustEBI
Share
3.5%
Value
$22m
Shares
333,006
Held
American Centy ETF TRAVUV
Share
3.1%
Value
$19m
Shares
154,747
Held
American Centy ETF TRAVEM
Share
2.9%
Value
$18m
Shares
186,412
Held
Dimensional ETF TrustDFIS
Share
2.6%
Value
$16m
Shares
461,663
Held
Ishares TRICVT
Share
2.6%
Value
$16m
Shares
132,152
+4%
Dimensional ETF TrustDFAS
Share
2.6%
Value
$16m
Shares
190,980
Held
Vanguard Index FDSVTV
Share
2.1%
Value
$13m
Shares
60,032
-2%
ComcastCMCSA
Share
2.0%
Value
$12m
Shares
494,434
Held
J P Morgan Exchange Traded FHELO
Share
1.8%
Value
$11m
Shares
160,705
+10%
Spdr Index SHS FDSSPDW
Share
1.5%
Value
$9m
Shares
184,448
Held
NvidiaNVDA
Share
1.5%
Value
$9m
Shares
45,387
Held
DBX ETF TRHAUZ
Share
1.2%
Value
$8m
Shares
342,156
+9%
Spdr Series TrustSLYV
Share
1.2%
Value
$7m
Shares
66,815
Held
Global X FDSPFFD
Share
1.1%
Value
$7m
Shares
362,142
+4%
Texas RoadhouseTXRH
Share
1.1%
Value
$7m
Shares
35,000
Held
Berkshire HathawayBRK-B
Share
1.1%
Value
$6m
Shares
12,941
+20%
Spdr Series TrustSPHY
Share
1.0%
Value
$6m
Shares
270,989
+4%
Franklin Templeton ETF TRFLBL
Share
1.0%
Value
$6m
Shares
272,527
+2%
Amazon.comAMZN
Share
1.0%
Value
$6m
Shares
25,214
Held
Berkshire Hathaway INC DELBRK-A
Share
1.0%
Value
$6m
Shares
8
-20%
TeslaTSLA
Share
0.9%
Value
$5m
Shares
12,990
Held
Ishares TRUSIG
Share
0.8%
Value
$5m
Shares
98,432
+5%
AmgenAMGN
Share
0.8%
Value
$5m
Shares
13,940
Held
AlphabetGOOGL
Share
0.8%
Value
$5m
Shares
13,683
Held
Schwab Strategic TRSCHF
Share
0.7%
Value
$5m
Shares
164,920
Held
JPMorgan ChaseJPM
Share
0.7%
Value
$4m
Shares
13,127
Held
Meta PlatformsMETA
Share
0.7%
Value
$4m
Shares
7,324
Held
MicrosoftMSFT
Share
0.7%
Value
$4m
Shares
10,965
Held
Vanguard Index FDSVBK
Share
0.6%
Value
$4m
Shares
10,921
Held
Costco WholesaleCOST
Share
0.6%
Value
$4m
Shares
4,250
Held
American Centy ETF TRAVDV
Share
0.6%
Value
$4m
Shares
36,741
-6%
Schwab Strategic TRSCHG
Share
0.6%
Value
$4m
Shares
111,632
-7%
American Centy ETF TRAVSC
Share
0.6%
Value
$4m
Shares
48,762
-4%
AlphabetGOOG
Share
0.6%
Value
$4m
Shares
9,942
Held
Ishares TRIMCV
Share
0.6%
Value
$3m
Shares
38,156
-6%
Expedia GroupEXPE
Share
0.5%
Value
$3m
Shares
13,166
Held
IonQIONQ
Share
0.5%
Value
$3m
Shares
60,043
Held
American Centy ETF TRAVDE
Share
0.5%
Value
$3m
Shares
34,867
-7%
AT&TT
Share
0.5%
Value
$3m
Shares
149,166
Held
Forgent Power SolutionsFPS
Share
0.5%
Value
$3m
Shares
55,000
+57%
CaterpillarCAT
Share
0.5%
Value
$3m
Shares
2,873
Held
Schwab Strategic TRSCHC
Share
0.5%
Value
$3m
Shares
62,041
Held
Ishares TRIMCG
Share
0.5%
Value
$3m
Shares
28,845
-7%
Innovator Etfs TrustPSTP
Share
0.4%
Value
$3m
Shares
71,771
-3%
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$2m
Shares
3,235
Held
Warner Bros. DiscoveryWBD
Share
0.4%
Value
$2m
Shares
88,186
Held
Dimensional ETF TrustDFSV
Share
0.4%
Value
$2m
Shares
58,629
Held
Ishares TRSCZ
Share
0.4%
Value
$2m
Shares
26,677
Held
Sirius XM HoldingsSIRI
Share
0.3%
Value
$2m
Shares
71,648
-5%
AonAON
Share
0.3%
Value
$2m
Shares
6,287
Held
Eli LillyLLY
Share
0.3%
Value
$2m
Shares
1,724
Held
ChevronCVX
Share
0.3%
Value
$2m
Shares
12,460
Held
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$2m
Shares
33,707
Held
CrowdStrike HoldingsCRWD
Share
0.3%
Value
$2m
Shares
2,628
Held
Dimensional ETF TrustDFLV
Share
0.3%
Value
$2m
Shares
47,250
-13%
Johnson & JohnsonJNJ
Share
0.3%
Value
$2m
Shares
6,900
-5%
Palo Alto NetworksPANW
Share
0.3%
Value
$2m
Shares
4,935
+2%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$2m
Shares
12,205
+28%
Ishares TRIXN
Share
0.3%
Value
$2m
Shares
11,275
Held
US BancorpUSB
Share
0.2%
Value
$1m
Shares
23,927
Held
VisaV
Share
0.2%
Value
$1m
Shares
4,138
Held
Coca-ColaKO
Share
0.2%
Value
$1m
Shares
16,838
Held
Vanguard Index FDSVTI
Share
0.2%
Value
$1m
Shares
3,524
Held
Vanguard Index FDSVO
Share
0.2%
Value
$1m
Shares
16,140
Held
Ishares TRSGOV
Share
0.2%
Value
$1m
Shares
12,614
Held
Vanguard Intl Equity Index FVNQI
Share
0.2%
Value
$1m
Shares
27,000
-5%
General ElectricGE
Share
0.2%
Value
$1m
Shares
3,178
Held
Bank of AmericaBAC
Share
0.2%
Value
$1m
Shares
20,424
Held
Vanguard Index FDSVBR
Share
0.2%
Value
$1m
Shares
4,667
-2%
Invesco QQQ TRQQQ
Share
0.2%
Value
$1m
Shares
1,523
-26%
Liberty Live HoldingsLLYVK
Share
0.2%
Value
$1m
Shares
10,571
Held
Spdr Index SHS FDSSPEM
Share
0.2%
Value
$1m
Shares
20,886
Held
GE VernovaGEV
Share
0.2%
Value
$1m
Shares
855
Held
Liberty BroadbandLBRDK
Share
0.2%
Value
$993,809
Shares
29,880
-3%
Home DepotHD
Share
0.2%
Value
$980,784
Shares
2,781
Held
McDonald'sMCD
Share
0.2%
Value
$938,575
Shares
3,472
Held
Liberty MediaFWONK
Share
0.1%
Value
$911,061
Shares
9,576
Held
Spdr Gold TRGLD
Share
0.1%
Value
$832,539
Shares
2,260
+32%
Schwab Strategic TRSCHV
Share
0.1%
Value
$785,656
Shares
22,570
Held
Dimensional ETF TrustDFAE
Share
0.1%
Value
$779,307
Shares
19,381
-18%
IntelINTC
Share
0.1%
Value
$743,564
Shares
5,325
Held
Ishares TRITOT
Share
0.1%
Value
$734,985
Shares
4,474
Held
BroadcomAVGO
Share
0.1%
Value
$729,441
Shares
1,931
+3%
Schwab Strategic TRSCHA
Share
0.1%
Value
$722,600
Shares
20,000
Held
Targa ResourcesTRGP
Share
0.1%
Value
$721,833
Shares
2,692
+6%
Vertiv HoldingsVRT
Share
0.1%
Value
$721,180
Shares
2,154
Held
Versant Media GroupVSNT
Share
0.1%
Value
$712,027
Shares
19,773
Held
Ishares TRIWP
Share
0.1%
Value
$707,356
Shares
4,831
Held
International Business MachinesIBM
Share
0.1%
Value
$680,647
Shares
2,420
Held
Uber TechnologiesUBER
Share
0.1%
Value
$680,036
Shares
9,424
-21%
Ishares TRPFF
Share
0.1%
Value
$676,321
Shares
22,182
-7%
Cisco SystemsCSCO
Share
0.1%
Value
$667,361
Shares
5,682
+20%
Ishares TRIWD
Share
0.1%
Value
$661,775
Shares
2,730
Held

Company	Share of fund	Value	Shares	Change
AppleAAPL	7.9%	$49m	168,724	Held
Vanguard Index FDSVUG	6.3%	$39m	447,120	Held
Vanguard Index FDSVOT	4.5%	$28m	89,854	Held
Spdr Series TrustSLYG	4.5%	$27m	230,151	Held
Vanguard Index FDSVOE	4.2%	$26m	129,318	Held
American Centy ETF TRAVLV	4.0%	$24m	267,585	Held
Dimensional ETF TrustDFIC	3.7%	$23m	603,963	Held
RBB Fund TrustEBI	3.5%	$22m	333,006	Held
American Centy ETF TRAVUV	3.1%	$19m	154,747	Held
American Centy ETF TRAVEM	2.9%	$18m	186,412	Held
Dimensional ETF TrustDFIS	2.6%	$16m	461,663	Held
Ishares TRICVT	2.6%	$16m	132,152	+4%
Dimensional ETF TrustDFAS	2.6%	$16m	190,980	Held
Vanguard Index FDSVTV	2.1%	$13m	60,032	-2%
ComcastCMCSA	2.0%	$12m	494,434	Held
J P Morgan Exchange Traded FHELO	1.8%	$11m	160,705	+10%
Spdr Index SHS FDSSPDW	1.5%	$9m	184,448	Held
NvidiaNVDA	1.5%	$9m	45,387	Held
DBX ETF TRHAUZ	1.2%	$8m	342,156	+9%
Spdr Series TrustSLYV	1.2%	$7m	66,815	Held
Global X FDSPFFD	1.1%	$7m	362,142	+4%
Texas RoadhouseTXRH	1.1%	$7m	35,000	Held
Berkshire HathawayBRK-B	1.1%	$6m	12,941	+20%
Spdr Series TrustSPHY	1.0%	$6m	270,989	+4%
Franklin Templeton ETF TRFLBL	1.0%	$6m	272,527	+2%
Amazon.comAMZN	1.0%	$6m	25,214	Held
Berkshire Hathaway INC DELBRK-A	1.0%	$6m	8	-20%
TeslaTSLA	0.9%	$5m	12,990	Held
Ishares TRUSIG	0.8%	$5m	98,432	+5%
AmgenAMGN	0.8%	$5m	13,940	Held
AlphabetGOOGL	0.8%	$5m	13,683	Held
Schwab Strategic TRSCHF	0.7%	$5m	164,920	Held
JPMorgan ChaseJPM	0.7%	$4m	13,127	Held
Meta PlatformsMETA	0.7%	$4m	7,324	Held
MicrosoftMSFT	0.7%	$4m	10,965	Held
Vanguard Index FDSVBK	0.6%	$4m	10,921	Held
Costco WholesaleCOST	0.6%	$4m	4,250	Held
American Centy ETF TRAVDV	0.6%	$4m	36,741	-6%
Schwab Strategic TRSCHG	0.6%	$4m	111,632	-7%
American Centy ETF TRAVSC	0.6%	$4m	48,762	-4%
AlphabetGOOG	0.6%	$4m	9,942	Held
Ishares TRIMCV	0.6%	$3m	38,156	-6%
Expedia GroupEXPE	0.5%	$3m	13,166	Held
IonQIONQ	0.5%	$3m	60,043	Held
American Centy ETF TRAVDE	0.5%	$3m	34,867	-7%
AT&TT	0.5%	$3m	149,166	Held
Forgent Power SolutionsFPS	0.5%	$3m	55,000	+57%
CaterpillarCAT	0.5%	$3m	2,873	Held
Schwab Strategic TRSCHC	0.5%	$3m	62,041	Held
Ishares TRIMCG	0.5%	$3m	28,845	-7%
Innovator Etfs TrustPSTP	0.4%	$3m	71,771	-3%
State STR Spdr S&P 500 ETF TSPY	0.4%	$2m	3,235	Held
Warner Bros. DiscoveryWBD	0.4%	$2m	88,186	Held
Dimensional ETF TrustDFSV	0.4%	$2m	58,629	Held
Ishares TRSCZ	0.4%	$2m	26,677	Held
Sirius XM HoldingsSIRI	0.3%	$2m	71,648	-5%
AonAON	0.3%	$2m	6,287	Held
Eli LillyLLY	0.3%	$2m	1,724	Held
ChevronCVX	0.3%	$2m	12,460	Held
Vanguard Intl Equity Index FVWO	0.3%	$2m	33,707	Held
CrowdStrike HoldingsCRWD	0.3%	$2m	2,628	Held
Dimensional ETF TrustDFLV	0.3%	$2m	47,250	-13%
Johnson & JohnsonJNJ	0.3%	$2m	6,900	-5%
Palo Alto NetworksPANW	0.3%	$2m	4,935	+2%
ExxonMobil HoldingsXOM	0.3%	$2m	12,205	+28%
Ishares TRIXN	0.3%	$2m	11,275	Held
US BancorpUSB	0.2%	$1m	23,927	Held
VisaV	0.2%	$1m	4,138	Held
Coca-ColaKO	0.2%	$1m	16,838	Held
Vanguard Index FDSVTI	0.2%	$1m	3,524	Held
Vanguard Index FDSVO	0.2%	$1m	16,140	Held
Ishares TRSGOV	0.2%	$1m	12,614	Held
Vanguard Intl Equity Index FVNQI	0.2%	$1m	27,000	-5%
General ElectricGE	0.2%	$1m	3,178	Held
Bank of AmericaBAC	0.2%	$1m	20,424	Held
Vanguard Index FDSVBR	0.2%	$1m	4,667	-2%
Invesco QQQ TRQQQ	0.2%	$1m	1,523	-26%
Liberty Live HoldingsLLYVK	0.2%	$1m	10,571	Held
Spdr Index SHS FDSSPEM	0.2%	$1m	20,886	Held
GE VernovaGEV	0.2%	$1m	855	Held
Liberty BroadbandLBRDK	0.2%	$993,809	29,880	-3%
Home DepotHD	0.2%	$980,784	2,781	Held
McDonald'sMCD	0.2%	$938,575	3,472	Held
Liberty MediaFWONK	0.1%	$911,061	9,576	Held
Spdr Gold TRGLD	0.1%	$832,539	2,260	+32%
Schwab Strategic TRSCHV	0.1%	$785,656	22,570	Held
Dimensional ETF TrustDFAE	0.1%	$779,307	19,381	-18%
IntelINTC	0.1%	$743,564	5,325	Held
Ishares TRITOT	0.1%	$734,985	4,474	Held
BroadcomAVGO	0.1%	$729,441	1,931	+3%
Schwab Strategic TRSCHA	0.1%	$722,600	20,000	Held
Targa ResourcesTRGP	0.1%	$721,833	2,692	+6%
Vertiv HoldingsVRT	0.1%	$721,180	2,154	Held
Versant Media GroupVSNT	0.1%	$712,027	19,773	Held
Ishares TRIWP	0.1%	$707,356	4,831	Held
International Business MachinesIBM	0.1%	$680,647	2,420	Held
Uber TechnologiesUBER	0.1%	$680,036	9,424	-21%
Ishares TRPFF	0.1%	$676,321	22,182	-7%
Cisco SystemsCSCO	0.1%	$667,361	5,682	+20%
Ishares TRIWD	0.1%	$661,775	2,730	Held

Showing the largest 100 of 179.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.1% since 30 June 2025.

Where the money is

Technology12.6%

Media & telecom6.1%

Retail & consumer4.2%

Financial services3.2%

Health care1.7%

Industrials1.6%

Everyday goods0.9%

Energy0.7%

Real estate0.1%

Materials0.0%

Utilities0.0%

Other68.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.