account_balance

Investment manager · 13F filer · SEC CIK 2009486

Alternative Investment Advisors, LLC.

Reported value$268Mas of Sep 30, 2026

Positions67 12 new, 14 sold out

Top 10 weight79.4%IVV alone is 58%

FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

57.5%

BINCBlackRock ETF Trust II

5.1%Added +5%

OEFiShares Tr

4.0%+20%

EMBiShares Tr

2.2%+6%

MBBiShares Tr

2.1%−3%

MSFTMicrosoft Corp

2.0%

NVDANVIDIA Corp

2.0%

VMBSVanguard Scottsdale FDS

1.6%

LRCXLam Research Corp

1.5%

DYNF

ULTA1.2%BR1.1%

IVViShares Tr

57.5%

BINC5.1%

OEFiShares Tr

4.0%

EMB2.2%

MBB

MSFTNVDA

VMBS

LRCX

DYNF

ULTABR

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 57.5% Held

BINC BlackRock ETF Trust II 5.1% Added +5%

OEF iShares Tr 4.0% Added +20%

EMB iShares Tr 2.2% Added +6%

MBB iShares Tr 2.1% Trimmed −3%

MSFT Microsoft Corp 2.0% Added +52%NVDA NVIDIA Corp 2.0% Added +4%

VMBS Vanguard Scottsdale FDS 1.6% Added +13%

LRCX Lam Research Corp 1.5% Trimmed −28%

DYNF BlackRock ETF Trust 1.4% Trimmed −64%

ULTA Ulta Beauty, Inc. 1.2% New BR Broadridge Financial Solutions, Inc. 1.1% New

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 31, 2026 filing

add_circleNew

ULTA $3.23M
BR $2.99M
HON $2.99M
CTAS $2.83M

arrow_upwardAdded

MSFT +52%
OEF +20%
MU +13%
VMBS +13%

arrow_downwardTrimmed

DYNF −64%
LRCX −28%
MBB −3%
APPF −3%

remove_circleSold out

IGV $4.81M
BILL $2.5M
OKE $1.15M
GLW $251K

Alternative Investment Advisors, LLC.

Where the money is

Biggest moves since Jun 30, 2026

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