AIRE ADVISORS, LLC

CIK 0001908177 • 6 13F filings • May 5, 2025 – Aug 14, 2026

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Filer information

Filed by: AIRE ADVISORS, LLC, Chief Compliance Officer
Address: 9350 WILSHIRE BLVD, SUITE 200, BEVERLY HILLS, CA, 90212
Phone: 3102272475
AUM: $546.9M

AUM over time

$614.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $546.9M150 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$415K	0.1%Prev: 0.1%	1,815 SH	Increased+124 SH
ALPHABET INC	CAP STK CL A	$4.2M	0.8%Prev: 0.6%	13,382 SH	Increased-1,219 SH
ALPHABET INC	CAP STK CL C	$3.7M	0.7%Prev: 0.5%	11,766 SH	Increased+225 SH
AMAZON COM INC	COM	$5.7M	1.0%Prev: 1.1%	24,680 SH	Decreased-3,883 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.3M	2.6%Prev: 2.5%	185,719 SH	Increased+3,278 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$3.0M	0.6%Prev: 0.5%	51,445 SH	Increased-1,176 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$3.1M	0.6%Prev: 0.5%	37,531 SH	Increased+64 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.7M	0.7%Prev: 0.6%	39,167 SH	Increased+235 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$19.8M	3.6%Prev: 3.4%	261,594 SH	Increased+3,411 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$15.7M	2.9%Prev: 2.7%	153,959 SH	Increased+2,605 SH
AMERICAN EXPRESS CO	COM	$548K	0.1%Prev: 0.1%	1,480 SH	Increased
AMGEN INC	COM	$4.5M	0.8%Prev: 0.7%	13,889 SH	Increased+67 SH
AON PLC	SHS CL A	$2.2M	0.4%Prev: 0.4%	6,257 SH	Decreased+13 SH
APPLE INC	COM	$46.3M	8.5%Prev: 8.0%	170,277 SH	Increased-1,987 SH
AT&T INC	COM	$3.7M	0.7%Prev: 0.8%	148,771 SH	Decreased+30 SH
ATLANTA BRAVES HLDGS INC	COM SER C	$265K	0.0%Prev: 0.1%	6,726 SH	Decreased+7 SH
BANK AMERICA CORP	COM	$1.1M	0.2%Prev: 0.4%	20,271 SH	Decreased-26,602 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$7.5M	1.4%Prev: 1.5%	10 SH	Decreased-1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.7M	1.0%Prev: 0.9%	11,415 SH	Increased+1,505 SH
BLACKSTONE INC	COM	$342K	0.1%Prev: 0.1%	2,220 SH	Decreased+30 SH
BOEING CO	COM	$432K	0.1%Prev: 0.1%	1,989 SH	Increased+235 SH
BROADCOM INC	COM	$360K	0.1%Prev: 0.0%	1,039 SH	Increased+237 SH
CATERPILLAR INC	COM	$1.6M	0.3%Prev: 0.2%	2,868 SH	Increased+4 SH
CHEVRON CORP NEW	COM	$1.8M	0.3%Prev: 0.3%	11,966 SH	Decreased+62 SH
CISCO SYS INC	COM	$342K	0.1%Prev: 0.1%	4,433 SH	Increased+4 SH
COCA COLA CO	COM	$1.2M	0.2%Prev: 0.2%	16,733 SH	Increased+96 SH
COMCAST CORP NEW	CL A	$14.8M	2.7%Prev: 2.8%	494,378 SH	Decreased+144 SH
COSTCO WHSL CORP NEW	COM	$4.0M	0.7%Prev: 0.8%	4,619 SH	Decreased-45 SH
CROWDSTRIKE HLDGS INC	CL A	$983K	0.2%Prev: 0.2%	2,097 SH	Increased+113 SH
DBX ETF TR	XTRACK INTL REAL	$7.2M	1.3%Prev: 1.3%	310,315 SH	Increased+10,624 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$773K	0.1%Prev: 0.1%	23,733 SH	Increased+54 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$20.2M	3.7%Prev: 3.4%	586,817 SH	Increased+11,404 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$14.9M	2.7%Prev: 2.6%	453,534 SH	Increased+5,967 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.9M	0.3%Prev: 0.3%	55,093 SH	Increased+79 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.9M	2.4%Prev: 2.2%	184,639 SH	Increased+4,141 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.9M	0.4%Prev: 0.3%	58,804 SH	Increased+93 SH
DISNEY WALT CO	COM	$582K	0.1%Prev: 0.1%	5,112 SH	Increased+507 SH
EASTMAN KODAK CO	COM NEW	$137K	0.0%	16,240 SH	New
EATON CORP PLC	SHS	$390K	0.1%	1,223 SH	New
ELI LILLY & CO	COM	$1.8M	0.3%Prev: 0.2%	1,693 SH	Increased-60 SH
EVOLUS INC	COM	$76K	0.0%	11,441 SH	New
EXPEDIA GROUP INC	COM NEW	$3.7M	0.7%Prev: 0.5%	13,189 SH	Increased+2 SH
EXXON MOBIL CORP	COM	$1.0M	0.2%Prev: 0.2%	8,317 SH	Increased+25 SH
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$6.1M	1.1%Prev: 1.1%	259,760 SH	Decreased-1,758 SH
GCI LIBERTY INC	COM SER C	$222K	0.0%Prev: 0.0%	5,975 SH	Decreased
GE AEROSPACE	COM NEW	$974K	0.2%Prev: 0.2%	3,160 SH	Increased+13 SH
GE VERNOVA INC	COM	$547K	0.1%Prev: 0.1%	837 SH	Increased+43 SH
GLOBAL X FDS	US PFD ETF	$6.3M	1.2%Prev: 1.2%	332,991 SH	Decreased-7,923 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$378K	0.1%Prev: 0.1%	5,000 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$463K	0.1%Prev: 0.1%	3,500 SH	Increased
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$283K	0.1%Prev: 0.1%	7,319 SH	Decreased-1,166 SH
HEICO CORP NEW	COM	$262K	0.0%Prev: 0.0%	809 SH	Increased+5 SH
HOME DEPOT INC	COM	$984K	0.2%Prev: 0.2%	2,861 SH	Decreased+3 SH
INNOVATOR ETFS TRUST	POWER BUFFER SET	$2.7M	0.5%Prev: 0.5%	75,873 SH	Increased-321 SH
INTEL CORP	COM	$285K	0.1%Prev: 0.0%	7,721 SH	Increased+1,098 SH
INTERNATIONAL BUSINESS MACHS	COM	$691K	0.1%Prev: 0.1%	2,334 SH	Increased+1 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.2%Prev: 0.4%	2,044 SH	Decreased-1,460 SH
IONQ INC	COM	$2.7M	0.5%Prev: 0.7%	60,000 SH	Decreased-28 SH
IRON MTN INC DEL	COM	$298K	0.1%Prev: 0.1%	3,592 SH	Decreased+27 SH
ISHARES TR	0-3 MNTH TREASRY	$1.3M	0.2%Prev: 0.2%	12,614 SH	Decreased-1,036 SH
ISHARES TR	BROAD USD HIGH	$222K	0.0%Prev: 0.0%	5,933 SH	Increased+133 SH
ISHARES TR	CONV BD ETF	$12.3M	2.2%Prev: 2.2%	124,772 SH	Decreased+1,581 SH
ISHARES TR	CORE MSCI INTL	$265K	0.0%Prev: 0.0%	3,208 SH	Increased
ISHARES TR	EAFE SML CP ETF	$2.1M	0.4%Prev: 0.4%	26,734 SH	Increased+122 SH
ISHARES TR	ESG EAFE ETF	$202K	0.0%Prev: 0.0%	2,692 SH	Decreased+16 SH
ISHARES TR	ESG MSCI USA ETF	$226K	0.0%Prev: 0.0%	3,924 SH	Increased-6 SH
ISHARES TR	EXPANDED TECH	$277K	0.1%Prev: 0.1%	2,623 SH	Decreased-127 SH
ISHARES TR	GLOBAL REIT ETF	$326K	0.1%Prev: 0.1%	13,080 SH	Decreased+19 SH
ISHARES TR	GLOBAL TECH ETF	$1.2M	0.2%Prev: 0.2%	11,264 SH	Increased+89 SH
ISHARES TR	MRGSTR MD CP GRW	$2.5M	0.5%Prev: 0.5%	31,376 SH	Decreased+26 SH
ISHARES TR	MRGSTR MD CP VAL	$3.3M	0.6%Prev: 0.6%	40,545 SH	Increased-159 SH
ISHARES TR	PFD AND INCM SEC	$733K	0.1%Prev: 0.1%	23,683 SH	Decreased+181 SH
ISHARES TR	RUS 1000 GRW ETF	$548K	0.1%Prev: 0.1%	1,159 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$574K	0.1%Prev: 0.1%	2,727 SH	Increased+1 SH
ISHARES TR	RUS MD CP GR ETF	$662K	0.1%Prev: 0.1%	4,831 SH	Decreased
ISHARES TR	RUS MDCP VAL ETF	$309K	0.1%Prev: 0.1%	2,187 SH	Increased+1 SH
ISHARES TR	S&P 500 GRWT ETF	$241K	0.0%Prev: 0.0%	1,952 SH	Increased
ISHARES TR	USD INV GRDE ETF	$4.7M	0.9%Prev: 0.9%	90,431 SH	Decreased-307 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$9.4M	1.7%Prev: 1.7%	142,209 SH	Increased+2,317 SH
JOHNSON & JOHNSON	COM	$1.7M	0.3%Prev: 0.3%	8,181 SH	Decreased-1,417 SH
JPMORGAN CHASE & CO.	COM	$4.1M	0.7%Prev: 0.7%	12,621 SH	Increased+36 SH
LIBERTY BROADBAND CORP	COM SER C	$1.5M	0.3%Prev: 0.3%	29,905 SH	Decreased+25 SH
LIBERTY GLOBAL LTD	COM CL A	$231K	0.0%Prev: 0.0%	20,740 SH	Increased+1,340 SH
LIBERTY GLOBAL LTD	COM CL C	$629K	0.1%Prev: 0.1%	57,000 SH	Decreased
LIBERTY LIVE HOLDINGS INC	COM SER A	$384K	0.1%	4,715 SH	New
LIBERTY LIVE HOLDINGS INC	COM SHS SER C	$872K	0.2%	10,490 SH	New
LIBERTY MEDIA CORP DEL	COM LBTY ONE S A	$404K	0.1%Prev: 0.1%	4,524 SH	Decreased
LIBERTY MEDIA CORP DEL	COM LBTY ONE S C	$945K	0.2%Prev: 0.2%	9,597 SH	Decreased+44 SH
LITHIUM AMERS CORP NEW	COM SHS	$130K	0.0%	29,747 SH	New
LOCKHEED MARTIN CORP	COM	$267K	0.0%Prev: 0.0%	551 SH	Decreased+1 SH
MCDONALDS CORP	COM	$1.1M	0.2%Prev: 0.2%	3,456 SH	Increased+2 SH
MERCK & CO INC	COM	$311K	0.1%Prev: 0.0%	2,956 SH	Increased+30 SH
META PLATFORMS INC	CL A	$4.8M	0.9%Prev: 1.0%	7,299 SH	Decreased-95 SH
MICROSOFT CORP	COM	$5.2M	1.0%Prev: 1.1%	10,746 SH	Decreased-562 SH
MP MATERIALS CORP	COM CL A	$272K	0.0%Prev: 0.1%	5,374 SH	Decreased-380 SH
NETFLIX INC	COM	$706K	0.1%Prev: 0.2%	7,530 SH	Decreased+6,751 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$255K	0.0%Prev: 0.0%	5,347 SH	Decreased+3 SH
NVIDIA CORPORATION	COM	$8.8M	1.6%Prev: 1.8%	47,190 SH	Decreased-5,418 SH
ORACLE CORP	COM	$594K	0.1%Prev: 0.2%	3,049 SH	Decreased-507 SH
PACCAR INC	COM	$231K	0.0%Prev: 0.0%	2,108 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$388K	0.1%Prev: 0.1%	2,181 SH	Decreased-128 SH
PALO ALTO NETWORKS INC	COM	$669K	0.1%Prev: 0.1%	3,632 SH	Increased+465 SH
PARKER-HANNIFIN CORP	COM	$321K	0.1%Prev: 0.0%	365 SH	Increased+47 SH
PRESIDIO PPTY TR INC	*W EXP 01/24/202	$392	0.0%Prev: 0.0%	13,065 SH	Decreased
PROSHARES TR	PSHS ULTRA QQQ	$423K	0.1%Prev: 0.1%	6,003 SH	Increased+3,002 SH
PULSE BIOSCIENCES INC	COM	$198K	0.0%	14,413 SH	New
PURECYCLE TECHNOLOGIES INC	COM	$107K	0.0%	12,459 SH	New
QUALCOMM INC	COM	$543K	0.1%Prev: 0.1%	3,174 SH	Increased+118 SH
RBB FUND TRUST	LONGVIEW ADVANTG	$18.9M	3.5%Prev: 3.4%	334,366 SH	Decreased-11,932 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$212K	0.0%Prev: 0.0%	10,747 SH	Increased+631 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.0M	0.7%Prev: 0.7%	165,374 SH	Increased+1,671 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.8M	0.5%Prev: 0.5%	62,307 SH	Decreased-2,682 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.9M	0.7%Prev: 0.7%	120,494 SH	Increased-481 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$701K	0.1%Prev: 0.1%	23,664 SH	Decreased-740 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$570K	0.1%Prev: 0.1%	20,000 SH	Increased
SERVICE CORP INTL	COM	$429K	0.1%Prev: 0.1%	5,500 SH	Decreased
SIRIUSXM HOLDINGS INC	COMMON STOCK	$1.5M	0.3%Prev: 0.3%	75,398 SH	Decreased
SPDR GOLD TR	GOLD SHS	$661K	0.1%Prev: 0.1%	1,669 SH	Increased-125 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$8.2M	1.5%Prev: 1.5%	185,230 SH	Increased-4,979 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$974K	0.2%Prev: 0.2%	20,805 SH	Increased+162 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.4%Prev: 0.4%	2,955 SH	Increased+6 SH
SPDR SERIES TRUST	STATE STREET SPD	$34.1M	6.2%	561,205 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$329K	0.1%Prev: 0.1%	1,081 SH	Increased
TARGA RES CORP	COM	$468K	0.1%Prev: 0.1%	2,536 SH	Increased-7 SH
TERRA INNOVATUM GLOBAL NV	ORD SHS	$195K	0.0%	42,125 SH	New
TESLA INC	COM	$5.8M	1.1%Prev: 1.0%	12,833 SH	Increased-14 SH
TEXAS ROADHOUSE INC	COM	$6.5M	1.2%Prev: 1.2%	39,000 SH	Decreased
UBER TECHNOLOGIES INC	COM	$1.1M	0.2%Prev: 0.2%	13,933 SH	Decreased+252 SH
UBS GROUP AG	SHS	$260K	0.0%Prev: 0.0%	5,618 SH	Increased+1 SH
UNITEDHEALTH GROUP INC	COM	$444K	0.1%Prev: 0.1%	1,345 SH	Decreased-387 SH
US BANCORP DEL	COM NEW	$1.3M	0.2%Prev: 0.2%	23,891 SH	Increased
VANECK ETF TRUST	URANIUM AND NUCL	$363K	0.1%Prev: 0.0%	2,927 SH	Increased+1,432 SH
VANGUARD INDEX FDS	GROWTH ETF	$35.9M	6.6%Prev: 6.5%	73,520 SH	Increased-918 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$24.3M	4.4%Prev: 4.6%	87,075 SH	Decreased+413 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$22.5M	4.1%Prev: 4.0%	126,763 SH	Increased+981 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.2M	0.2%Prev: 0.2%	4,027 SH	Decreased-22 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$259K	0.0%Prev: 0.0%	413 SH	Increased-1 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$959K	0.2%Prev: 0.2%	4,527 SH	Increased+12 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$3.3M	0.6%Prev: 0.6%	10,852 SH	Increased-46 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.2%Prev: 0.2%	3,490 SH	Decreased-357 SH
VANGUARD INDEX FDS	VALUE ETF	$12.0M	2.2%Prev: 2.2%	62,774 SH	Increased-1,129 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	0.3%Prev: 0.4%	34,226 SH	Decreased-3,635 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$432K	0.1%Prev: 0.1%	3,012 SH	Decreased-240 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$1.3M	0.2%Prev: 0.2%	28,570 SH	Decreased+710 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$359K	0.1%Prev: 0.1%	1,248 SH	Increased+5 SH
VERTIV HOLDINGS CO	COM CL A	$327K	0.1%Prev: 0.0%	2,020 SH	Increased+510 SH
VISA INC	COM CL A	$1.4M	0.3%Prev: 0.2%	4,024 SH	Increased+86 SH
VOYAGER TECHNOLOGIES INC	COM CL A	$233K	0.0%	8,916 SH	New
WALMART INC	COM	$437K	0.1%Prev: 0.1%	3,922 SH	Increased+7 SH
WARNER BROS DISCOVERY INC	COM SER A	$2.6M	0.5%Prev: 0.3%	89,320 SH	Increased-8,368 SH

Sold (vs prior filing)

APPLIED DIGITAL CORP — $689K
CITIGROUP INC — $327K
COTY INC — $59K
DENISON MINES CORP — $28K
ENDEAVOUR SILVER CORP — $247K
ENERGY TRANSFER L P — $539K
FORTUNA MNG CORP — $439K
FRANKLIN TEMPLETON ETF TR — $254K
GABELLI EQUITY TR INC — $72K
GOLD FIELDS LTD — $572K
IMMUNITYBIO INC — $49K
ISHARES BITCOIN TRUST ETF — $221K
KINROSS GOLD CORP — $1.4M
L3HARRIS TECHNOLOGIES INC — $345K
LIBERTY BROADBAND CORP — $222K
LIBERTY MEDIA CORP DEL — $440K
LIBERTY MEDIA CORP DEL — $1.0M
LIONSGATE STUDIOS CORP — $143K
MPLX LP — $491K
NEBIUS GROUP N.V. — $224K
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001908177-26-000004	$546.9M	View
Nov 10, 2025	Q3 2025	13F-HR	0001908177-25-000007	$550.8M	View
Aug 14, 2026	Q2 2026