Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alternative Investment Advisors, LLC. (CIK 2009486) reported $229.2M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($131.0M, 57.13%), BINC ($8.6M, 3.74%), DYNF ($8.4M, 3.68%), OEF ($7.1M, 3.09%), MBB ($6.3M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $131.0M | 57.13% | 200,489 | Trimmed |
| 2 | BINC | BLACKROCK ETF TRUST II | $8.6M | 3.74% | 165,140 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $8.4M | 3.68% | 145,179 | Added |
| 4 | OEF | ISHARES TR | $7.1M | 3.09% | 22,247 | Trimmed |
| 5 | MBB | ISHARES TR | $6.3M | 2.74% | 66,069 | Trimmed |
| 6 | FNDE | SCHWAB STRATEGIC TR | $6.0M | 2.62% | 156,726 | New |
| 7 | EMB | ISHARES TR | $5.6M | 2.44% | 59,476 | Added |
| 8 | LRCX | LAM RESEARCH CORP | $3.9M | 1.69% | 18,176 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $3.8M | 1.65% | 21,625 | Added |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | $3.7M | 1.63% | 79,545 | Added |
| 11 | IUSB | ISHARES TR | $3.0M | 1.32% | 65,476 | Trimmed |
| 12 | PLMR | PALOMAR HLDGS INC | $2.8M | 1.24% | 23,753 | Trimmed |
| 13 | KMI | KINDER MORGAN INC DEL | $2.7M | 1.19% | 81,246 | New |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $2.6M | 1.15% | 10,835 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $2.1M | 0.93% | 10,193 | Added |
| 16 | APPF | APPFOLIO INC | $2.0M | 0.87% | 12,583 | New |
| 17 | GLD | SPDR GOLD TR | $1.7M | 0.76% | 4,048 | Added |
| 18 | AAPL | APPLE INC | $1.7M | 0.76% | 6,872 | Added |
| 19 | GOOGL | ALPHABET INC | $1.7M | 0.75% | 5,962 | Added |
| 20 | IGV | ISHARES TR | $1.7M | 0.74% | 21,163 | New |
| 21 | SCHR | SCHWAB STRATEGIC TR | $1.7M | 0.74% | 67,640 | Trimmed |
| 22 | AVGO | BROADCOM INC | $1.6M | 0.68% | 5,059 | Trimmed |
| 23 | NEM | NEWMONT CORP | $1.3M | 0.55% | 4,006 | Added |
| 24 | OKE | ONEOK INC NEW | $1.2M | 0.51% | 12,993 | Added |
| 25 | MSFT | MICROSOFT CORP | $972,814 | 0.42% | 2,625 | Added |
Source: SEC Form 13F filings · as of 2026-03-31