Aerodigm Wealth, LLC — 13F Holdings & Portfolio

CIK 1927705 · latest 13F-HR filed 2026-08-04

Aerodigm Wealth, LLC manages $295.9M in 13F-reported U.S. long-equity assets across 90 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ITOT (12.46%), IDEV (8.25%), DFAC (5.99%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 1, added to 59, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5885 MEADOWS ROAD
SUITE 200
LAKE OSWEGO, OR 97035
Phone
(503) 697-4118
Filing Manager
Aerodigm Wealth, LLC
LAKE OSWEGO, OR
Signatory
Erick Aguayo
Chief Compliance Officer
Loading holdings…
AUM

$295.9M

Long-equity book

Holdings

90

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+4 / −1 / ↑59 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$6.1M +19.6%
  • DIMENSIONAL ETF TRUST$2.6M +18.9%
  • ISHARES TR$2.1M +9.3%
  • DIMENSIONAL ETF TRUST$2.0M +13.1%
  • DIMENSIONAL ETF TRUST$2.0M +302.3%
Show all 59

Top Trims

  • WALMART INC-$355.5K -11.4%
  • DIMENSIONAL ETF TRUST-$134.2K -6.5%
  • COSTCO WHOLESALE CORPORATION-$124.0K -11.0%
  • KROGER CO-$87.0K -23.3%
  • EXXON MOBIL CORP-$59.3K -19.4%
Show all 8

New Positions

  • ABBVIE INC$224.7K
  • SCHWAB STRATEGIC TR$218.3K
  • SIMON PPTY GROUP INC NEW$216.1K
  • S&P GLOBAL INC$74.4K
Show all 4

Exited Positions

  • DIMENSIONAL ETF TRUST$683.7K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR ITOT 464287150 $36.9M 12.46% 224,371 SH
2 ISHARES TR IDEV 46435G326 $24.4M 8.25% 274,303 SH
3 DIMENSIONAL ETF TRUST DFAC 25434V708 $17.7M 5.99% 399,674 SH
4 DIMENSIONAL ETF TRUST DFEM 25434V732 $16.3M 5.50% 400,452 SH
5 VANGUARD TAX-MANAGED FDS VEA 921943858 $16.2M 5.47% 227,131 SH
6 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $15.7M 5.32% 266,914 SH
7 AMERICAN CENTY ETF TR AVDV 025072802 $15.3M 5.16% 148,229 SH
8 VANGUARD INDEX FDS VTI 922908769 $13.5M 4.56% 36,447 SH
9 EA SERIES TRUST BOXX 02072L565 $8.9M 3.01% 75,996 SH
10 EA SERIES TRUST BSVO 02072L532 $8.0M 2.69% 273,176 SH
11 DIMENSIONAL ETF TRUST DISV 25434V781 $7.9M 2.68% 197,819 SH
12 SPDR INDEX SHS FDS SPDW 78463X889 $7.8M 2.63% 154,240 SH
13 DIMENSIONAL ETF TRUST DFSD 25434V864 $7.7M 2.61% 161,754 SH
14 DIMENSIONAL ETF TRUST DFAX 25434V880 $7.6M 2.56% 205,864 SH
15 SPDR SERIES TRUST SPTM 78464A805 $7.3M 2.45% 80,005 SH
16 APPLE INC AAPL 037833100 $6.3M 2.13% 21,831 SH
17 VANGUARD MALVERN FDS VTIP 922020805 $5.3M 1.80% 106,332 SH
18 ISHARES INC IEMG 46434G103 $4.7M 1.58% 56,420 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $3.7M 1.25% 61,852 SH
20 DIMENSIONAL ETF TRUST DFIV 25434V807 $3.5M 1.17% 64,310 SH
21 MICROSOFT CORP MSFT 594918104 $3.2M 1.08% 8,542 SH
22 AMERICAN CENTY ETF TR AVUV 025072877 $3.1M 1.06% 25,242 SH
23 DIMENSIONAL ETF TRUST DFAT 25434V609 $2.9M 0.98% 41,577 SH
24 WALMART INC WMT 931142103 $2.8M 0.93% 24,287 SH
25 DIMENSIONAL ETF TRUST DFNM 25434V849 $2.7M 0.91% 55,852 SH
26 ISHARES TR IEI 464288661 $2.3M 0.79% 19,831 SH
27 ISHARES TR IVV 464287200 $2.3M 0.77% 3,051 SH
28 NVIDIA CORPORATION NVDA 67066G104 $2.1M 0.70% 10,378 SH
29 TESLA INC TSLA 88160R101 $2.0M 0.68% 4,777 SH
30 DIMENSIONAL ETF TRUST DFIC 25434V799 $1.9M 0.65% 51,912 SH
31 DIMENSIONAL ETF TRUST DFSV 25434V815 $1.9M 0.64% 48,836 SH
32 AMERICAN CENTY ETF TR AVEM 025072604 $1.8M 0.59% 18,200 SH
33 INVESCO QQQ TR QQQ 46090E103 $1.7M 0.56% 2,253 SH
34 VANGUARD BD INDEX FDS BSV 921937827 $1.7M 0.56% 21,195 SH
35 WELLS FARGO & CO WFC 949746101 $1.5M 0.50% 17,987 SH
36 MARSH & MCLENNAN COS INC MRSH 571748102 $1.4M 0.47% 8,335 SH
37 AMAZON COM INC AMZN 023135106 $1.2M 0.41% 5,122 SH
38 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.0M 0.34% 1,069 SH
39 DIMENSIONAL ETF TRUST DFUV 25434V724 $925.3K 0.31% 16,821 SH
40 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $828.5K 0.28% 1,178 SH
41 VANGUARD INDEX FDS VOO 922908363 $799.9K 0.27% 1,165 SH
42 VANGUARD SPECIALIZED FUNDS VIG 921908844 $798.7K 0.27% 3,376 SH
43 SCHWAB STRATEGIC TR SCHX 808524201 $790.0K 0.27% 26,842 SH
44 VANGUARD WHITEHALL FDS VYM 921946406 $785.3K 0.27% 4,969 SH
45 ISHARES TR EEM 464287234 $747.4K 0.25% 10,925 SH
46 ALPHABET INC GOOG 02079K107 $737.0K 0.25% 2,086 SH
47 SCHWAB STRATEGIC TR SCHD 808524797 $728.0K 0.25% 22,958 SH
48 ABSCI CORPORATION ABSI 00091E109 $718.1K 0.24% 61,962 SH
49 SELECT SECTOR SPDR TR XLK 81369Y803 $703.4K 0.24% 3,692 SH
50 ALPHABET INC GOOGL 02079K305 $694.1K 0.23% 1,942 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $295.9M 90 0001725547-26-000268
2026-03-31 2026-04-21 $265.7M 86 0001725547-26-000146
2025-12-31 2026-04-21 $259.1M 95 0001725547-26-000145