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CIK: 0001908177
Total reported value
$614.7M
$614.7M
168 檔
24.1%
During the Q3 2025 filing period, Aire Advisors, LLC (CIK: 0001908177) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $614.7M across 168 reported positions.
In Q3 2025, Aire Advisors, LLC displayed an active expansion posture, initiating 19 new positions and adding to 69 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.96% | +0.09% | -2.33% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.48% | +0.32% | -0.20% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.62% | +0.32% | +0.57% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.99% | -0.15% | +1.10% | |
| 5 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.86% | +0.44% | +1.26% | |
| 6 | EBI | Longview Advantage ETF | ETF-Other | 3.45% | -0.01% | -0.04% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.43% | -0.20% | +1.97% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.39% | +0.06% | +1.65% | |
| 9 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.82% | -0.63% | — | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.74% | +0.01% | +0.89% | |
| 11 | DFIS | Dimensional International Sm | ETF-Other | 2.57% | -0.19% | +1.45% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.49% | +0.18% | +0.73% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.24% | +0.11% | -0.01% | |
| 14 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.24% | +0.26% | +1.34% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.16% | -0.08% | -1.25% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.78% | +0.02% | -6.92% | |
| 17 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.65% | +0.06% | +2.59% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.51% | -0.34% | — | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.48% | -0.03% | -0.89% | |
| 20 | HAUZ | Xtrackers Intl Real Estate | ETF-Other | 1.28% | -0.05% | +0.22% | |
| 21 | PFFD | Global X US Preferred ETF | ETF-Other | 1.20% | -0.07% | +2.61% | |
| 22 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 1.18% | +0.04% | — | |
| 23 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.14% | -0.10% | +0.97% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.02% | -3.08% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.11% | +0.03% | -0.28% | |
| 26 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.11% | -0.08% | -1.08% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.09% | +1.98% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | +0.01% | +0.04% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.10% | -2.47% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | +0.10% | -3.91% | |
| 31 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.86% | -0.06% | +1.03% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.13% | -3.20% | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.76% | -0.29% | -0.07% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | — | +0.12% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.08% | +0.07% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.70% | -0.03% | -0.89% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.69% | -0.01% | — | |
| 38 | IONQ | Ionq Inc | Stock-Tech | 0.67% | +0.20% | +0.05% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.08% | -0.74% | |
| 40 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.63% | -0.09% | -0.24% | |
| 41 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.59% | -0.06% | +0.02% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.59% | +0.04% | -0.03% | |
| 43 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.55% | — | +0.02% | |
| 44 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.54% | -0.04% | -1.05% | |
| 45 | AVDE | Avantis International Equity | ETF-Other | 0.54% | -0.07% | -0.30% | |
| 46 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.51% | -0.01% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.05% | -4.89% | |
| 48 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.48% | -0.03% | -4.59% | |
| 49 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.47% | +0.01% | -0.92% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | +0.01% | +0.02% |
According to official SEC Form 13F filings, Aire Advisors, LLC reported a total U.S. public equity portfolio value of $614.7M across 168 disclosed positions in Q3 2025.
During Q3 2025, Aire Advisors, LLC's top holdings by market value included AAPL (8.0%)、VUG (6.5%)、VOT (4.6%). The largest single position, AAPL, represented 8.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, VOT) accounted for 24.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
PLTR
市值: $421.2K
Top Position Liquidated / Trimmed
SNREN
前期市值: $737.9K
In Q3 2025, Aire Advisors, LLC made 148 total portfolio adjustments, initiating 19 new buys, adding to 69 positions, trimming 54 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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