AIRE ADVISORS, LLC
SEC Form 13F institutional filer · CIK 0001908177
13F-HR · 72 reported holdings · 2026-03-31
Reported long-US-equity value
$0.21B
Top-10 concentration
59.0%
AIRE ADVISORS, LLC — $207M AUM allocation strategy
AIRE ADVISORS, LLC files SEC Form 13F and reports $207M of long US equity value across 72 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 26.6%, followed by Financials 20.3% and Communication Services 14.3%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
AIRE ADVISORS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$207M
total across 72 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BEN +21.3K sh · +$407K+$IVV +10.6K sh · +$1.06M+$XOM +1.19K sh · +$612K
Biggest trims (shares)
−$INTC −2.4K sh · −$49.9K−$SCHW −2.01K sh · −$256K−$UBER −2.01K sh · −$281K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals20.7%—
- Financial Exchanges & Data7.1%—
- Cable & Satellite6.8%—
- Investment Banking & Brokerage5.7%—
- Interactive Media & Services5.3%—
- Semiconductors3.8%—
- Aerospace & Defense3.5%—
- Asset Management & Custody Banks3.1%—
- Other holdings43.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 169K | $42.9M | -1.29K | 20.7% |
| $SPGI | S&P Global Inc | 251K | $14.8M | -996 | 7.1% |
| $CMCSA | Comcast Corporation | 494K | $14.2M | +101 | 6.9% |
| $SCHW | Charles Schwab Corporation | 390K | $11.8M | -2.01K | 5.7% |
| $NVDA | NVIDIA Corporation | 45.7K | $7.96M | -1.53K | 3.9% |
| $HONA | Honeywell Aerospace Inc | 10 | $7.18M | +0 | 3.5% |
| $BEN | Franklin Templeton Inc | 281K | $6.49M | +21.3K | 3.1% |
| $AMZN | Amazon.com Inc | 25.3K | $5.26M | +574 | 2.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 10.8K | $5.17M | -627 | 2.5% |
…and 63 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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