1y return+20.3%S&P 500 +20.9%
3y return+52.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $135 against $157 in the S&P 500.2
Aire Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $48.8M | 7.9% | |
| VUGVanguard Index Fds | $38.5M | 6.3% | |
| VOTVanguard Index Fds | $27.5M | 4.5% | +1.6% |
| SLYGSpdr Series Trust | $27.4M | 4.5% | +1.1% |
| VOEVanguard Index Fds | $25.6M | 4.2% | +1.2% |
| AVLVAmerican Centy Etf Tr | $24.4M | 4.0% | |
| DFICDimensional Etf Trust | $22.5M | 3.7% | +1.7% |
| EBIRbb Fund Trust | $21.6M | 3.5% | |
| AVUVAmerican Centy Etf Tr | $19.3M | 3.1% | |
| AVEMAmerican Centy Etf Tr | $18.0M | 2.9% | |
| DFISDimensional Etf Trust | $16.2M | 2.6% | |
| ICVTIshares Tr | $16.1M | 2.6% | +4.3% |
| Dimensional Etf TrustCUSIP 25434V500 | $15.7M | 2.6% | +1.5% |
| VTVVanguard Index Fds | $13.1M | 2.1% | −2.4% |
| CMCSAComcast Corp New | $12.1M | 2.0% | |
| HELOJ P Morgan Exchange Traded F | $10.9M | 1.8% | +9.8% |
| SPDWSpdr Index Shs Fds | $9.3M | 1.5% | |
| NVDANvidia Corporation | $9.1M | 1.5% | |
| HAUZDbx Etf Tr | $7.7M | 1.2% | +8.9% |
| SLYVSpdr Series Trust | $7.3M | 1.2% | |
| PFFDGlobal X Fds | $6.8M | 1.1% | +3.8% |
| TXRHTexas Roadhouse Inc | $6.8M | 1.1% | |
| BRK/BBerkshire Hathaway Inc Del | $6.5M | 1.1% | +20.0% |
| SPHYSpdr Series Trust | $6.4M | 1.0% | +4.1% |
| FLBLFranklin Templeton Etf Tr | $6.2M | 1.0% | +2.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $9.1M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $4.9M |
| TXRHTexas Roadhouse Inc | March 31, 2022 | +130.8% | $6.8M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $4.3M |
| AVEMAmerican Centy Etf Tr | March 31, 2023 | +82.4% | $18.0M |
| AVLVAmerican Centy Etf Tr | March 31, 2023 | +78.5% | $24.4M |
| AVUVAmerican Centy Etf Tr | March 31, 2023 | +68.5% | $19.3M |
| METAMeta Platforms Inc | December 31, 2021 | +67.5% | $4.1M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $6.5M |
| BRK/ABerkshire Hathaway Inc Del | December 31, 2021 | +66.2% | $6.0M |
Sold off last quarter
- TSMTaiwan Semiconductor Manufac was $393K
- SCCRSchwab Strategic Tr was $302K
- AGGIshares Tr was $297K
- RECSColumbia Etf Tr I was $249K
- GLIBKGci Liberty Inc was $222K
- PEPPepsico Inc was $211K
- QGRWWisdomtree Tr was $202K
- KREFKkr Real Estate Fin Tr Inc was $132K
- WUWestern Un Co was $108K
- ANGIAngi Inc was $99K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +5.4% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aire Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1908177&type=13F-HR&dateb=&owner=include&count=40CIK 1908177
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1908177/000190817726000006/Filed August 14, 2026 · accession 0001908177-26-000006