Portfolio (Quarterly) Guide ↗

Aerodigm Wealth, LLC

· CIK 0001927705

13F Portfolio $296M AUM 90 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 18 Added 33 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFSB	DIMENSIONAL ETF TRUST	—	13,214	$684K	0.26%	SOLD

Sector Allocation

Technology 38.2%

Financial Services 22.2%

Consumer Cyclical 13.9%

Consumer Defensive 13.3%

Healthcare 6.3%

Communication Services 2.3%

Energy 2.3%

Industrials 0.8%

Real Estate 0.7%