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CIK: 0001908177
Total reported value
$614.7M
$614.7M
167 檔
23.4%
In Q1 2026, Aire Advisors, LLC's U.S. equity holdings reached a combined market value of $614.7M, distributed across 167 disclosed stock positions.
In Q1 2026, Aire Advisors, LLC displayed an active expansion posture, initiating 21 new positions and adding to 84 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.85% | +0.09% | -0.76% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.95% | +0.32% | +1.21% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 4.31% | -0.15% | +0.82% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 4.16% | +0.32% | +1.53% | |
| 5 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 4.02% | +0.44% | +0.72% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.91% | +0.06% | +1.48% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.86% | -0.20% | +1.16% | |
| 8 | EBI | Longview Advantage ETF | ETF-Other | 3.53% | -0.01% | -0.25% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.13% | +0.01% | +0.54% | |
| 10 | DFIS | Dimensional International Sm | ETF-Other | 2.82% | -0.19% | +0.82% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.75% | +0.18% | +0.46% | |
| 12 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.60% | -0.63% | +0.02% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.45% | +0.11% | +1.95% | |
| 14 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.36% | +0.26% | +1.56% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.21% | -0.08% | -2.01% | |
| 16 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.71% | +0.06% | +2.93% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.54% | -0.03% | -0.46% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.02% | -3.24% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.31% | -0.34% | — | |
| 20 | HAUZ | Xtrackers Intl Real Estate | ETF-Other | 1.30% | -0.05% | +1.22% | |
| 21 | PFFD | Global X US Preferred ETF | ETF-Other | 1.17% | -0.07% | +4.80% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.16% | +0.03% | -0.20% | |
| 23 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.12% | -0.10% | +2.36% | |
| 24 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.11% | -0.08% | +1.91% | |
| 25 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 1.06% | +0.04% | -10.26% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.02% | +2.33% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | +0.10% | -5.49% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.90% | -0.08% | +0.27% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | +0.01% | +1.36% | |
| 30 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.88% | -0.06% | +3.38% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.79% | -0.29% | +0.11% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.13% | -7.43% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.10% | +0.55% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.09% | +3.92% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.75% | -0.01% | -0.16% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.08% | +2.74% | |
| 37 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.71% | -0.09% | -0.56% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | — | +2.66% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.64% | -0.03% | -0.46% | |
| 40 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.63% | -0.06% | -0.14% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.61% | +0.04% | +2.25% | |
| 42 | AVDE | Avantis International Equity | ETF-Other | 0.58% | -0.07% | +0.02% | |
| 43 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.58% | — | -1.56% | |
| 44 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.56% | -0.01% | +0.13% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.53% | -0.04% | -0.24% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.05% | -15.61% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.12% | +2.64% | |
| 48 | PSTP | Innovator Pwr Buff Su St ETF | ETF-Other | 0.46% | -0.03% | -2.87% | |
| 49 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.45% | +0.01% | -0.63% | |
| 50 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.44% | -0.06% | -1.27% |
According to official SEC Form 13F filings, Aire Advisors, LLC reported a total U.S. public equity portfolio value of $614.7M across 167 disclosed positions in Q1 2026.
During Q1 2026, Aire Advisors, LLC's top holdings by market value included AAPL (7.8%)、VUG (6.0%)、VOE (4.3%). The largest single position, AAPL, represented 7.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VUG, VOE) accounted for 23.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
FPS
市值: $1.0M
Top Position Liquidated / Trimmed
BTC
前期市值: $283.5K
In Q1 2026, Aire Advisors, LLC made 153 total portfolio adjustments, initiating 21 new buys, adding to 84 positions, trimming 40 holdings, and fully liquidating 8 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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