StockDriftsStockDriftsTop 50 Aerodigm Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 12.81% | 223.8K | $37.2M | -0.25%(-571) | $107.30(+55.38%) | 2026-09-30 | |
| IDEV | ISHARES TR | 8.49% | 275.7K | $24.7M | +0.50%(+1.39K) | $66.97(+32.89%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6% | 392.0K | $17.4M | -1.91%(-7.63K) | $28.23(+58.96%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.45% | 224.3K | $15.8M | -1.23%(-2.80K) | $45.53(+52.33%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.33% | 389.9K | $15.5M | -2.63%(-10.52K) | $26.26(+45.07%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.25% | 139.5K | $15.3M | -5.91%(-8.76K) | $68.25(+57.25%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 4.86% | 119.3K | $14.1M | +57.01%(+43.33K) | $116.51(+1.83%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.53% | 35.2K | $13.2M | -3.41%(-1.24K) | $277.85(+35.16%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.51% | 231.5K | $13.1M | -13.27%(-35.42K) | $59.04(-3.47%) | 2026-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 2.97% | 199.5K | $8.6M | +0.84%(+1.67K) | $28.18(+51.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.81% | +63.50% | — | — | +72.83% |
| Top 20 Holdings Unweighted | +16.50% | +58.13% | — | — | +69.46% |
Aerodigm Wealth LLC reports $290.56M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (12.8%), IDEV (8.5%) and DFAC (6.0%). The top 20 holdings account for 80.71% of reported assets. Its disclosed equity book has returned +63.50% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aerodigm Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1927705). View Aerodigm Wealth LLC’s 13F filings on SEC