Aerodigm Wealth, LLC - Portfolio overview

Aerodigm Wealth, LLC has 92 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 11.44%
2. IDEV - ISHARES TR, 8.30%
3. DFAC - DIMENSIONAL ETF TRUST, 5.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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