FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.240.13%
RUT2,788.120.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001908177

AIRE ADVISORS, LLC

BEVERLY HILLS, CA · File #028-21664

Latest AUM
$546.9M
Positions
154
Top-10 Concentration
50.4%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEBANK AMERICA CORP060505104-26,602-$1.5M+$159,870
EXITEDKINROSS GOLD CORP496902404-55,299-$1.4M$0
REDUCENVIDIA CORPORATIONNVDA-5,418-$1.0M-$4,051
EXITEDLIBERTY MEDIA CORP DEL531229722-10,400-$1.0M$0
REDUCEINVESCO QQQ TRIVZ-1,460-$897,026+$48,982
REDUCEAMAZON COM INCAMZN-3,883-$896,265+$321,322
NEWLIBERTY LIVE HOLDINGS INCLLYVK+10,490+$872,348$0
EXITEDNEWMONT CORP651639106-10,059-$848,074$0
EXITEDSIBANYE STILLWATER LTD82575P107-73,141-$822,105$0
ADDBERKSHIRE HATHAWAY INC DELBRK-A+1,505+$756,473-$877

Sector Allocation

Technology
11.9%$65.0M
Healthcare
1.7%$9.5M
Financials
1.3%$7.0M
Industrials
0.7%$4.1M
Energy
0.6%$3.3M
Materials
0.5%$3.0M
Utilities
0.0%$194,618

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL170,277$46.3M9.73%
2VANGUARD INDEX FDS92290873673,520$35.9M7.54%
3VANGUARD INDEX FDS92290853887,075$24.3M5.11%
4VANGUARD INDEX FDS922908512126,763$22.5M4.73%
5SPDR SERIES TRUST78464A201226,031$21.3M4.48%
6DIMENSIONAL ETF TRUST25434V799586,817$20.2M4.25%
7AMERICAN CENTY ETF TR025072349261,594$19.8M4.17%
8RBB FUND TRUST75526L852334,366$18.9M3.98%
9AMERICAN CENTY ETF TR025072877153,959$15.7M3.30%
10DIMENSIONAL ETF TRUST25434V773453,534$14.9M3.14%
11COMCAST CORP NEWCCZ494,378$14.8M3.11%
12AMERICAN CENTY ETF TR025072604185,719$14.3M3.01%
13DIMENSIONAL ETF TRUST25434V500184,639$12.9M2.70%
14ISHARES TR46435G102124,772$12.3M2.58%
15VANGUARD INDEX FDS92290874462,774$12.0M2.52%
16J P MORGAN EXCHANGE TRADED F46654Q724142,209$9.4M1.99%
17NVIDIA CORPORATIONNVDA47,190$8.8M1.85%
18SPDR INDEX SHS FDS78463X889185,230$8.2M1.73%
19BERKSHIRE HATHAWAY INC DELBRK-A10$7.5M1.59%
20DBX ETF TR233051846310,315$7.2M1.51%