Aire Advisors, LLC holds a diversified book of 179 stocks worth $614.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Aire Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $519.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $447.7B |
| LPL Financial LLC | 79 / 80 | $73.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.2B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $135.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $59.7B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78 / 80 | $31.3B |
| Allworth Financial LP | 78 / 80 | $8.3B |
Ranked by how many of Aire Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $48.8M | 168.7K | 7.9% | ▼−0.1% Reduced · −265 sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $38.5M | 447.1K | 6.3% | ▲+501% Added · +373K sh | |
| 3 | Vanguard Index FDS MCAP GR IDXVIP | $27.5M | 89.9K | 4.5% | ▲+1.6% Added · +1K sh | |
| 4 | SPDR Series Trust ST STR SP600GRWO | $27.4M | 230.2K | 4.5% | ▲+1.1% Added · +2K sh | |
| 5 | Vanguard Index FDS MCAP VL IDXVIP | $25.6M | 129.3K | 4.2% | ▲+1.2% Added · +2K sh | |
| 6 | American Centy ETF TR US LARGE CAP VLU | $24.4M | 267.6K | 4.0% | ▲+0.8% Added · +2K sh | |
| 7 | Dimensional ETF Trust INTL CORE EQUITY | $22.5M | 604.0K | 3.7% | ▲+1.7% Added · +10K sh | |
| 8 | RBB Fund Trust LONGVIEW ADVANTG | $21.6M | 333.0K | 3.5% | ▼−0.1% Reduced · −530 sh | |
| 9 | American Centy ETF TR US SML CP VALU | $19.3M | 154.7K | 3.1% | ▼~0% Reduced · −47 sh | |
| 10 | American Centy ETF TR AVANTIS EMGMKT | $18.0M | 186.4K | 2.9% | ▼−0.1% Reduced · −154 sh | |
| 11 | Dimensional ETF Trust INTL SMALL CAP E | $16.2M | 461.7K | 2.6% | ▲+1.0% Added · +4K sh | |
| 12 | Ishares TR CONV BD ETF | $16.1M | 132.2K | 2.6% | ▲+4.3% Added · +5K sh | |
| 13 | Dimensional ETF Trust US SMALL CAP ETF | $15.7M | 191.0K | 2.6% | ▲+1.4% Added · +3K sh | |
| 14 | Vanguard Index FDS VALUE ETF | $13.1M | 60.0K | 2.1% | ▼−2.4% Reduced · −1K sh | |
| 15 | Comcast Corp New CL A | $12.1M | 494.4K | 2.0% | ▼~0% Reduced · −45 sh | |
| 16 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $10.9M | 160.7K | 1.8% | ▲+9.8% Added · +14K sh | |
| 17 | SPDR Index SHS FDS ST STR PO EX ETF | $9.3M | 184.4K | 1.5% | ▲~0% Added · +78 sh | |
| 18 | Nvidia Corporation COM | $9.1M | 45.4K | 1.5% | ▼−0.6% Reduced · −274 sh | |
| 19 | DBX ETF TR XTRACK INTL REAL | $7.7M | 342.2K | 1.2% | ▲+8.9% Added · +28K sh | |
| 20 | SPDR Series Trust ST STR SP600SM C | $7.3M | 66.8K | 1.2% | ▼−0.4% Reduced · −277 sh | |
| 21 | Global X FDS US PFD ETF | $6.8M | 362.1K | 1.1% | ▲+3.8% Added · +13K sh | |
| 22 | Texas Roadhouse Inc COM | $6.8M | 35.0K | 1.1% | —Held | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $6.5M | 12.9K | 1.1% | ▲+20% Added · +2K sh | |
| 24 | SPDR Series Trust ST PORT HIGH ETF | $6.4M | 271.0K | 1.0% | ▲+4.1% Added · +11K sh | |
| 25 | Franklin Templeton ETF TR SENIOR LOAN ETF | $6.2M | 272.5K | 1.0% | ▲+2.5% Added · +7K sh | |
| 26 | Amazon Com Inc COM | $6.0M | 25.2K | 1.0% | ▼−0.1% Reduced · −40 sh | |
| 27 | Berkshire Hathaway Inc Del CL A | $6.0M | 8 | 1.0% | ▼−20% Reduced · −2 sh | |
| 28 | Tesla Inc COM | $5.5M | 13.0K | 0.9% | ▼−0.1% Reduced · −17 sh | |
| 29 | Ishares TR USD INV GRDE ETF | $5.0M | 98.4K | 0.8% | ▲+5.3% Added · +5K sh | |
| 30 | Amgen Inc COM | $5.0M | 13.9K | 0.8% | ▲+0.1% Added · +14 sh | |
| 31 | Alphabet Inc CAP STK CL A | $4.9M | 13.7K | 0.8% | ▼−0.5% Reduced · −66 sh | |
| 32 | Schwab Strategic TR INTL EQTY ETF | $4.6M | 164.9K | 0.7% | ▼−0.1% Reduced · −188 sh | |
| 33 | JPMorgan Chase & Co COM | $4.3M | 13.1K | 0.7% | ▲+1.3% Added · +170 sh | |
| 34 | Meta Platforms Inc CL A | $4.1M | 7.3K | 0.7% | ▼−0.2% Reduced · −15 sh | |
| 35 | Microsoft Corp COM | $4.1M | 11.0K | 0.7% | ▼−1.8% Reduced · −202 sh | |
| 36 | Vanguard Index FDS SML CP GRW ETF | $4.0M | 10.9K | 0.6% | ▼−1.6% Reduced · −175 sh | |
| 37 | Costco Wholesale Corporation COM | $4.0M | 4.3K | 0.6% | ▼−0.6% Reduced · −26 sh | |
| 38 | American Centy ETF TR INTL SMCP VLU | $3.8M | 36.7K | 0.6% | ▼−5.7% Reduced · −2K sh | |
| 39 | Schwab Strategic TR US LCAP GR ETF | $3.8M | 111.6K | 0.6% | ▼−6.9% Reduced · −8K sh | |
| 40 | American Centy ETF TR AVAN US SMAL ETF | $3.6M | 48.8K | 0.6% | ▼−3.7% Reduced · −2K sh | |
| 41 | Alphabet Inc CAP STK CL C | $3.5M | 9.9K | 0.6% | ▲+0.1% Added · +13 sh | |
| 42 | Ishares TR MRGSTR MD CP VAL | $3.5M | 38.2K | 0.6% | ▼−5.8% Reduced · −2K sh | |
| 43 | Expedia Group Inc COM NEW | $3.4M | 13.2K | 0.5% | ▼−0.3% Reduced · −40 sh | |
| 44 | Ionq Inc COM | $3.2M | 60.0K | 0.5% | ▲+0.1% Added · +43 sh | |
| 45 | American Centy ETF TR INTL EQT ETF | $3.1M | 34.9K | 0.5% | ▼−7.1% Reduced · −3K sh | |
| 46 | AT&T Inc COM | $3.1M | 149.2K | 0.5% | ▲+0.1% Added · +224 sh | |
| 47 | Forgent Power Solutions Inc COM SHS CL A | $3.1M | 55.0K | 0.5% | ▲+57% Added · +20K sh | |
| 48 | Caterpillar Inc COM | $3.1M | 2.9K | 0.5% | ▼−0.2% Reduced · −5 sh | |
| 49 | Schwab Strategic TR INTL SCEQT ETF | $3.0M | 62.0K | 0.5% | ▼−0.2% Reduced · −118 sh | |
| 50 | Ishares TR MRGSTR MD CP GRW | $2.8M | 28.8K | 0.5% | ▼−7.5% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908177/holdings"
Use Arkolith to show AIRE ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.