Aerodigm Wealth, LLC: 13F holdings
CIK 19277052026Q2
| Positions | 89 |
|---|
| Reported value | $295.9m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 89 (+3 vs prior quarter) |
|---|
| Reported value | $295.9m (+11.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 224,371 | $36.9m | 12.5% |
| VGK ISHARES TR | 274,303 | $24.4m | 8.3% |
| DIMENSIONAL ETF TRUST | 399,674 | $17.7m | 6.0% |
| DFEM DIMENSIONAL ETF TRUST | 400,452 | $16.3m | 5.5% |
| VEA VANGUARD TAX-MANAGED FDS | 227,131 | $16.2m | 5.5% |
| VGIT VANGUARD SCOTTSDALE FDS | 266,914 | $15.7m | 5.3% |
| AVDV AMERICAN CENTY ETF TR | 148,229 | $15.3m | 5.2% |
| VTI VANGUARD INDEX FDS | 36,447 | $13.5m | 4.6% |
| BOXX EA SERIES TRUST | 75,996 | $8.9m | 3.0% |
| BSVO EA SERIES TRUST | 273,176 | $8.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1927705")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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