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SHARON NASSIRZADEH

Aire Advisors, Llc

Assets Managed
$546.648M
Holdings
167
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-0.04%(2Q avg: -0.37%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aire Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 167 positions.

Assets under management

The assets under management (AUM) of Aire Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 546.648M in assets, with a quarterly growth rate of -0.04% and a 2-quarter average growth rate of -0.37%. The portfolio is managed by SHARON NASSIRZADEH, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.75%
7.85%
$42.888M
168,989 shares@ $253.79 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.21%
5.95%
$32.501M
74,409 shares@ $436.79 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 0.82%
4.31%
$23.551M
127,800 shares@ $184.29 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 1.53%
4.17%
$22.752M
88,407 shares@ $257.36 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 0.72%
4.03%
$21.996M
227,655 shares@ $96.63 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 1.49%
3.92%
$21.4M
265,478 shares@ $80.62 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.17%
3.86%
$21.091M
593,625 shares@ $35.54 avg price
EBI
Longview Advantage Etf
Recent Activity
Decreased -0.24%
3.54%
$19.299M
333,536 shares@ $57.87 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.55%
3.13%
$17.1M
154,794 shares@ $110.47 avg price
DFIS
Dimensional International Sm
Recent Activity
Increased 0.83%
2.82%
$15.396M
457,264 shares@ $33.67 avg price

1-10 of 167