Aerodigm Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Aerodigm Wealth, LLC held in its portfolio 96 assets valued at $284,244,288 (i.e. $284.24M).
The most valuable assets in the portfolio included: ISHARES TR ($31.27M), AFFILIATED MANAGERS GROUP IN ($25.59M), and ISHARES TR ($21.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 96 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aerodigm Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 210305 | 31270211 | CORE S&P TTL STK |
| AFFILIATED MANAGERS GROUP IN | 88749 | 25584562 | COM |
| ISHARES TR | 259156 | 21375180 | CORE MSCI INTL |
| DIMENSIONAL ETF TRUST | 399223 | 15805231 | US CORE EQUITY 2 |
| VANGUARD TAX-MANAGED FDS | 235150 | 14689811 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 231216 | 13856804 | INTER TERM TREAS |
| AMERICAN CENTY ETF TR | 138311 | 12997117 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 381498 | 12619954 | EMERGING MKTS CO |
| VANGUARD INDEX FDS | 35620 | 11942277 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 199325 | 7574350 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 212870 | 6967235 | WORLD EX US CORE |
| SPDR INDEX SHS FDS | 156056 | 6930447 | PORTFOLIO DEVLPD |
| SPDR SERIES TRUST | 81720 | 6741900 | STATE STREET SPD |
| APPLE INC | 23015 | 6256992 | COM |
| EA SERIES TRUST | 256062 | 5966234 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 124386 | 5964312 | SHORT DURATION F |
| MICROSOFT CORP | 9459 | 4574561 | COM |
| ISHARES INC | 64940 | 4365244 | CORE MSCI EMKT |
| VANGUARD MALVERN FDS | 86101 | 4258558 | STRM INFPROIDX |
| VANGUARD INTL EQUITY INDEX F | 63997 | 3440479 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 66885 | 3337575 | INTERNATNAL VAL |
| TESLA INC | 7299 | 3282506 | COM |
| DIMENSIONAL ETF TRUST | 43264 | 2575959 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 24770 | 2526002 | US SML CP VALU |
| ISHARES TR | 20081 | 2396667 | 3 7 YR TREAS BD |
| NVIDIA CORPORATION | 12543 | 2339350 | COM |
| WALMART INC | 20843 | 2322166 | COM |
| ISHARES TR | 3057 | 2093765 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 58218 | 2006192 | INTL CORE EQUITY |
| WELLS FARGO CO NEW | 18404 | 1715299 | COM |
| VANGUARD BD INDEX FDS | 20578 | 1621750 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 48836 | 1606216 | US SMALL CAP VAL |
| AMAZON COM INC | 6921 | 1597505 | COM |
| MARSH & MCLENNAN COS INC | 8349 | 1548831 | COM |
| AMERICAN CENTY ETF TR | 19878 | 1531004 | AVANTIS EMGMKT |
| INVESCO QQQ TR | 2307 | 1417075 | UNIT SER 1 |
| COSTCO WHSL CORP NEW | 1236 | 1065557 | COM |
| ALPHABET INC | 3231 | 1011204 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 16821 | 783690 | US MKTWIDE VALUE |
| ALPHABET INC | 2450 | 768879 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 27662 | 744384 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 1183 | 741808 | S&P 500 ETF SHS |
| VANGUARD SPECIALIZED FUNDS | 3369 | 740538 | DIV APP ETF |
| VANGUARD WHITEHALL FDS | 5031 | 722049 | HIGH DIV YLD |
| BROADCOM INC | 2078 | 719037 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1178 | 710664 | UTSER1 S&PDCRP |
| DIMENSIONAL ETF TRUST | 13214 | 684485 | GLOBAL SUSTAINA |
| ISHARES TR | 11805 | 645852 | MSCI EMG MKT ETF |
| SCHWAB STRATEGIC TR | 22770 | 624588 | US DIVIDEND EQ |
| ISHARES TR | 9413 | 621288 | CORE S&P MCP ETF |
| ISHARES TR | 13072 | 594122 | MSCI INTL QUALTY |
| SPDR S&P 500 ETF TR | 864 | 589179 | TR UNIT |
| ELI LILLY & CO | 534 | 574238 | COM |
| DIMENSIONAL ETF TRUST | 21016 | 555245 | GLOBAL REAL EST |
| SELECT SECTOR SPDR TR | 3692 | 531537 | STATE STREET TEC |
| DIMENSIONAL ETF TRUST | 11209 | 524581 | US CORE EQT MKT |
| VANGUARD INTL EQUITY INDEX F | 3534 | 498506 | TT WRLD ST ETF |
| ISHARES TR | 6823 | 487252 | EAFE VALUE ETF |
| ISHARES TR | 5211 | 466141 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 14181 | 461875 | EMGR CRE EQT MNG |
| ISHARES TR | 4817 | 453612 | MSCI USA MIN VOL |
| SCHWAB STRATEGIC TR | 18679 | 449043 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 10255 | 439375 | INTERNATIONAL |
| ISHARES TR | 3950 | 421465 | SHRT NAT MUN ETF |
| AON PLC | 1174 | 414373 | SHS CL A |
| VANGUARD INDEX FDS | 1592 | 410614 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 5444 | 403766 | US EQUITY MARKET |
| AUTOZONE INC | 119 | 403589 | COM |
| BERKSHIRE HATHAWAY INC DEL | 798 | 401115 | CL B NEW |
| SALESFORCE INC | 1504 | 398436 | COM |
| JOHNSON & JOHNSON | 1825 | 377724 | COM |
| STARBUCKS CORP | 4245 | 357471 | COM |
| DIMENSIONAL ETF TRUST | 7387 | 355832 | NATL MUN BD ETF |
| VANGUARD SCOTTSDALE FDS | 1130 | 349215 | VNG RUS1000IDX |
| VANGUARD INDEX FDS | 1813 | 346253 | VALUE ETF |
| ISHARES TR | 1629 | 342644 | RUS 1000 VAL ETF |
| ISHARES TR | 3320 | 340433 | CORE S&P US VLU |
| VISA INC | 949 | 332721 | COM CL A |
| VANGUARD INDEX FDS | 1049 | 330225 | LARGE CAP ETF |
| KROGER CO | 5168 | 322897 | COM |
| JPMORGAN CHASE & CO. | 992 | 319690 | COM |
| DIMENSIONAL ETF TRUST | 9416 | 298158 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 7560 | 287507 | US HIGH PROFITAB |
| GOLDMAN SACHS ETF TR | 1969 | 260637 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 516 | 251736 | GROWTH ETF |
| ABBVIE INC | 1073 | 245247 | COM |
| PARKER-HANNIFIN CORP | 271 | 238072 | COM |
| HOME DEPOT INC | 688 | 236841 | COM |
| PIMCO ETF TR | 4280 | 229665 | 1-5 US TIP IDX |
| NIKE INC | 3534 | 225142 | CL B |
| EXXON MOBIL CORP | 1800 | 216612 | COM |
| CUMMINS INC | 405 | 206778 | COM |
| RTX CORPORATION | 1094 | 200640 | COM |
| NIO INC | 34225 | 174548 | SPON ADS |
| ENERGY TRANSFER L P | 10203 | 168242 | COM UT LTD PTN |
| ABSCI CORPORATION | 19470 | 67950 | COM |
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