Institutional Fund
Aire Advisors, LLC
Beverly Hills, CACIK 19081775 filings on record
Portfolio Value
$546.65M
Q1 2026
Holdings
167
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-0.0%
from $546.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.8%
- Vanguard Index Fds5.9%
- Vanguard Index Fds4.3%
- Vanguard Index Fds4.2%
- Spdr Series Trust4.0%
- American Centy ETF Tr3.9%
- Other69.8%
Portfolio Holdings
167 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 169.0K | $42.89M | 7.8% | −1.3K | Reduced |
| 2 | Vanguard Index Fds | 74.4K | $32.50M | 5.9% | +889 | Added |
| 3 | Vanguard Index Fds | 127.8K | $23.55M | 4.3% | +1.0K | Added |
| 4 | Vanguard Index Fds | 88.4K | $22.75M | 4.2% | +1.3K | Added |
| 5 | Spdr Series Trust | 227.7K | $22.00M | 4.0% | +1.6K | Added |
| 6 | American Centy ETF Tr | 265.5K | $21.40M | 3.9% | +3.9K | Added |
| 7 | Dimensional ETF Trust | 593.6K | $21.09M | 3.9% | +6.8K | Added |
| 8 | Rbb Fund Trust | 333.5K | $19.30M | 3.5% | −830 | Reduced |
| 9 | American Centy ETF Tr | 154.8K | $17.10M | 3.1% | +835 | Added |
| 10 | Dimensional ETF Trust | 457.3K | $15.40M | 2.8% | +3.7K | Added |
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