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AA

Ahara Advisors Portfolio holdings

AUM $148M
This Fund
S&P 500
This Quarter Est. Return
+14.06%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
+$28.4M
Cap. Flow
+$356M
Cap. Flow %
240.32%
Top 10 Hldgs %
59.87%
Holding
56
New
3
Increased
30
Reduced
23
Closed
–

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$109M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$57.6M
3
FSLR icon
First Solar
FSLR
+$53.1M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$51.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$27.5M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18.1M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.05M
3
UBER icon
Uber
UBER
+$6.96M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.34M
5
ABNB icon
Airbnb
ABNB
+$5.85M

Sector Composition

Rank Sector Weight
1 Technology 41.82%
2 Financials 15.9%
3 Communication Services 12.54%
4 Consumer Discretionary 5.83%
5 Energy 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.83T
$20.7M 14.01%
56,035
+43,852
+360% +$17.7M
DIS icon
2
Walt Disney
DIS
$161B
$12.5M 8.42%
35,294
+12,745
+57% +$1.3M
VWO icon
3
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$9.51M 6.43%
26,614
+22,756
+590% +$1.34M
FXI icon
4
iShares China Large-Cap ETF
FXI
$4.29B
$9.43M 6.37%
130,627
+119,868
+1,114% +$4.27M
WFC icon
5
Wells Fargo
WFC
$261B
$8.7M 5.88%
43,464
+38,394
+757% +$3.09M
PGR icon
6
Progressive
PGR
$120B
$7.9M 5.34%
55,191
+52,948
+2,361% +$10.7M
FDS icon
7
Factset
FDS
$8.68B
$5.15M 3.48%
21,611
+19,838
+1,119% +$4.56M
ASML icon
8
ASML
ASML
$693B
$5.14M 3.47%
8,849
+8,320
+1,573% +$13.2M
CRWV
9
CoreWeave
CRWV
$44.2B
$5.02M 3.39%
17,347
-24,917
-59% -$2.69M
ARM icon
10
Arm
ARM
$302B
$4.57M 3.09%
9,127
+7,626
+508% +$2.03M
PATH icon
11
UiPath
PATH
$5.28B
$4.3M 2.9%
16,794
+3,554
+27% +$37.9K
TSLA icon
12
Tesla
TSLA
$1.2T
$4.27M 2.88%
11,436
+7,746
+210% +$3.08M
VOO icon
13
Vanguard S&P 500 ETF
VOO
$967B
$4.16M 2.81%
41,768
+41,285
+8,548% +$27.5M
NVDA icon
14
NVIDIA
NVDA
$5.06T
$3.35M 2.26%
61,555
+29,069
+89% +$5.98M
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$3.22M 2.18%
82,635
+79,406
+2,459% +$57.6M
FSLR icon
16
First Solar
FSLR
$22.1B
$3.02M 2.04%
234,638
+226,534
+2,795% +$53.1M
IEUR icon
17
iShares Core MSCI Europe ETF
IEUR
$8.61B
$2.85M 1.93%
703,068
+694,725
+8,327% +$51.8M
IVV icon
18
iShares Core S&P 500 ETF
IVV
$875B
$2.7M 1.82%
28,021
+26,983
+2,600% +$19.6M
ZM icon
19
Zoom
ZM
$24.7B
$2.41M 1.63%
13,869
+9,590
+224% +$907K
BLND icon
20
Blend Labs
BLND
$409M
$2.01M 1.36%
2,694
-294,377
-99% -$470K
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.8M 1.21%
13,166
+1,339
+11% +$644K
ABNB icon
22
Airbnb
ABNB
$81.6B
$1.78M 1.2%
7,550
-42,877
-85% -$5.85M
CRM icon
23
Salesforce
CRM
$129B
$1.69M 1.14%
3,532
-4,230
-54% -$744K
PINS icon
24
Pinterest
PINS
$12.3B
$1.6M 1.08%
10,228
-29,150
-74% -$586K
XOM icon
25
ExxonMobil
XOM
$650B
$1.53M 1.03%
5,849
+4,256
+267% +$637K
1
2 3

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Ahara Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ahara Advisors held 56 positions worth $148M, up 24% from $120M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Ahara Advisors deployed $356M of net new capital in Q2 2026, opening 3 new positions and adding to 30 existing holdings. Its largest new stake was Datadog: 17,526 shares worth $256K.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Total Stock Market ETF, an estimated $18.1M trimmed.

  • Ahara Advisors's largest Q2 2026 buy was Datadog: 17,526 shares worth $256K.
  • Ahara Advisors added most to TSMC in Q2 2026, an estimated $109M increase.
  • Ahara Advisors's biggest Q2 2026 reduction was Vanguard Total Stock Market ETF, cutting an estimated $18.1M.
  • Ahara Advisors's ten largest holdings make up 60% of its $148M portfolio in Q2 2026.
  • Ahara Advisors opened 3 new positions and closed 0 in Q2 2026.
  • Ahara Advisors's portfolio value rose 24% quarter-over-quarter to $148M.

Based on Ahara Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.