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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
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 8,542.0 $3.2M 1.08% $373.03 +34.3%
22 AVUV AMERICAN CENTY ETF TR 25,242.0 $3.1M 1.06% -374.0 -1.5% $124.76 -0.5%
23 DFAT DIMENSIONAL ETF TRUST 41,577.0 $2.9M 0.98% -1K -2.4% $69.90 +0.7%
24 WMT WALMART INC Consumer Defensive 24,287.0 $2.8M 0.93% -707.0 -2.8% $113.26 -6.5%
25 DFNM DIMENSIONAL ETF TRUST 55,852.0 $2.7M 0.91% +42K +299.0% $48.34 -2.0%
26 IEI ISHARES TR 19,831.0 $2.3M 0.79% -250.0 -1.2% $117.45 -1.6%
27 IVV ISHARES TR 3,051.0 $2.3M 0.77% -28.0 -0.9% $748.89 +2.2%
28 NVDA NVIDIA CORPORATION Technology 10,378.0 $2.1M 0.70% $200.09 +8.7%
29 TSLA TESLA INC Consumer Cyclical 4,777.0 $2.0M 0.68% $420.60 -15.3%
30 DFIC DIMENSIONAL ETF TRUST 51,912.0 $1.9M 0.65% -6K -10.8% $37.26 +4.3%
31 DFSV DIMENSIONAL ETF TRUST 48,836.0 $1.9M 0.64% $38.79 +1.9%
32 AVEM AMERICAN CENTY ETF TR 18,200.0 $1.8M 0.59% -601.0 -3.2% $96.49 -2.3%
33 QQQ INVESCO QQQ TR Financial Services 2,253.0 $1.7M 0.56% -22.0 -1.0% $736.49 -3.9%
34 BSV VANGUARD BD INDEX FDS 21,195.0 $1.7M 0.56% +300.0 +1.4% $77.91 -1.0%
35 WFC WELLS FARGO & CO Financial Services 17,987.0 $1.5M 0.50% $82.64 +5.3%
36 MRSH MARSH & MCLENNAN COS INC Financial Services 8,335.0 $1.4M 0.47% $166.67 +12.5%
37 AMZN AMAZON COM INC Consumer Cyclical 5,122.0 $1.2M 0.41% -596.0 -10.4% $238.34 +7.0%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,069.0 $1.0M 0.34% -59.0 -5.2% $935.59 +0.5%
39 DFUV DIMENSIONAL ETF TRUST 16,821.0 $925K 0.31% $55.01 +3.3%
40 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,178.0 $829K 0.28% $703.34 -3.3%
Page 2 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%