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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 4 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SUB ISHARES TR 3,950.0 $421K 0.14% $106.47 -0.5%
62 SPGI CALL S&P GLOBAL INC Financial Services 1,000.0 $407K 0.14% NEW $407.26 +8.1%
63 JNJ JOHNSON & JOHNSON Healthcare 1,566.0 $398K 0.13% $254.05 +6.7%
64 VTV VANGUARD INDEX FDS 1,823.0 $397K 0.13% $217.93 +2.8%
65 VB VANGUARD INDEX FDS 1,287.0 $390K 0.13% $303.12 -2.4%
66 IWD ISHARES TR 1,607.0 $390K 0.13% -22.0 -1.4% $242.43 +5.6%
67 USMV ISHARES TR 4,017.0 $388K 0.13% -800.0 -16.6% $96.47 +4.8%
68 VONE VANGUARD SCOTTSDALE FDS 1,130.0 $383K 0.13% $338.72 +1.7%
69 AZO AUTOZONE INC Consumer Cyclical 119.0 $380K 0.13% $3195.94 -7.2%
70 FLJP FRANKLIN TEMPLETON ETF TR 9,557.0 $380K 0.13% $39.75 +2.2%
71 AON AON PLC Financial Services 1,140.0 $378K 0.13% $331.69 -1.6%
72 IUSV ISHARES TR 3,320.0 $366K 0.12% $110.15 +3.5%
73 DIHP DIMENSIONAL ETF TRUST 10,617.0 $362K 0.12% +727.0 +7.3% $34.12 +2.1%
74 VV VANGUARD INDEX FDS 1,019.0 $350K 0.12% $343.91 +2.0%
75 DUHP DIMENSIONAL ETF TRUST 8,237.0 $344K 0.12% +43.0 +0.5% $41.73 +0.4%
76 BERKSHIRE HATHAWAY INC DEL 615.0 $308K 0.10% +12.0 +2.0% $500.39
77 KR KROGER CO Consumer Defensive 5,168.0 $287K 0.10% $55.53 +4.3%
78 GSLC GOLDMAN SACHS ETF TR 1,969.0 $279K 0.09% $141.89 +2.4%
79 VUG VANGUARD INDEX FDS 3,096.0 $267K 0.09% +3K +500.0% $86.14 +1.4%
80 V VISA INC Financial Services 753.0 $258K 0.09% +14.0 +1.9% $342.90 +8.7%
Page 4 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%