AIRE ADVISORS, LLC

RIA/Wealth

AIRE ADVISORS, LLC is a RIA/Wealth based in Beverly Hills, CA led by Amir Ali Monsefi, reporting $905.4M in AUM as of Q3 2025 with 57% ETF concentration.

FounderAmir Ali Monsefi

Portfolio Value: $550.6M
Positions: 167
Top Holding: AAPL at 7.97%
Last Reported: Q3 2025

Address9350 Wilshire Blvd, Suite 200, Beverly Hills, CA, 90212, United States

Top Holdings

Largest long holdings in AIRE ADVISORS, LLC's portfolio (42.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$43.9M	7.97%	-$1.0M Sold	0.00% 172.3K shares	Q4 2021 Held for 3y 11m
2 Vanguard Growth VUG	ETF ETF	$35.7M	6.48%	-$72.9K Sold	— 74.4K shares	Q4 2021 Held for 3y 11m
3 Vanguard Mid-Cap Growth VOT	Unknown Unknown	$25.5M	4.62%	+$145.1K Bought	— 86.7K shares	Q4 2022 Held for 2y 11m
4 Vanguard Mid-Cap Value VOE	ETF ETF	$22.0M	3.99%	+$238.3K Bought	— 125.8K shares	Q4 2021 Held for 3y 11m
5 SPDR S&P 600 Small Cap Growth ETF SLYG	ETF ETF	$21.2M	3.86%	+$265.2K Bought	— 225.2K shares	Q4 2021 Held for 3y 11m
6 EBI Evergreen International Balanced Income Fund EBI	Unknown Unknown	$19.0M	3.45%	-$7.6K Sold	— 346.3K shares	Q1 2025 Held for 8 months
7 Dimensional International Core Equity 2 DFIC	ETF ETF	$18.9M	3.43%	+$364.6K Bought	— 575.4K shares	Q1 2023 Held for 2y 8m
8 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$18.7M	3.39%	+$302.1K Bought	— 258.2K shares	Q1 2023 Held for 2y 8m
9 Comcast CMCSA	Telecommunications Services Communication Services	$15.5M	2.82%	—	0.01% 494.2K shares	Q4 2021 Held for 3y 11m
10 Avantis U.S. Small Cap Value AVUV	ETF ETF	$15.1M	2.74%	+$132.2K Bought	— 151.4K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in AIRE ADVISORS, LLC's latest filing

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Market Value

$550.6M

Prior: $515.3M

Q/Q Change

+6.86%

+$35.3M

Net Flows % of MV

-0.957%

Turnover Ratio

1.36%

New Purchases

6 stocks

$1.2M

Added To

65 stocks

+$3.4M

Sold Out Of

4 stocks

$864.9K

Reduced Holdings

57 stocks

-$9.0M

Increased Positions

Position	Shares Δ	Change
1 Franklin Dynamic Municipal Bond FLMI	New	0 → 10.3K +$253.9K
2 UBS Group UBS	New	0 → 5.6K +$230.3K
3 Vertiv Holdings Co VRT	New	0 → 1.5K +$227.8K
4 GCI Liberty, Inc. Series C GCI Group Common Stock GLIBK	New	0 → 6.0K +$222.7K
5 VanEck Uranium and Nuclear NLR	New	0 → 1.5K +$202.8K

Decreased Positions

Position	Shares Δ	Change
1 American Century Quality Preferred ETF QPFF	Sold	10.9K → 0 −$385.9K
2 Enterprise Products Partners EPD	Sold	7.0K → 0 −$216.9K
3 Archer Aviation ACHR	Sold	13.0K → 0 −$141.5K
4 BigBear.ai BBAI	Sold	17.8K → 0 −$120.5K
5 Caterpillar CAT	-68.33%	9.0K → 2.9K −$2.9M