StockDriftsStockDriftsTop 50 Aerodigm Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 12.47% | 224.4K | $36.9M | +3.73%(+8.07K) | $107.30(+58.27%) | 2026-06-30 | |
| IDEV | ISHARES TR | 8.26% | 274.3K | $24.4M | +2.64%(+7.05K) | $66.86(+39.70%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6% | 399.7K | $17.7M | -0.96%(-3.88K) | $28.23(+63.12%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.51% | 400.5K | $16.3M | +1.08%(+4.27K) | $26.26(+53.89%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.48% | 227.1K | $16.2M | -1.93%(-4.48K) | $45.53(+62.54%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.33% | 266.9K | $15.7M | +4.24%(+10.85K) | $59.04(-1.12%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 5.17% | 148.2K | $15.3M | +5.42%(+7.62K) | $68.25(+62.69%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.56% | 36.4K | $13.5M | -2.50%(-933) | $274.83(+39.49%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 3.01% | 76.0K | $8.9M | +14.76%(+9.78K) | $115.81(+1.79%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 2.7% | 273.2K | $8.0M | +1.83%(+4.92K) | $20.67(+45.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.30% | +57.31% | — | — | +71.58% |
| Top 20 Holdings Unweighted | +15.18% | +52.81% | — | — | +67.82% |
Aerodigm Wealth, LLC reports $295.91M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (12.5%), IDEV (8.3%) and DFAC (6.0%). The top 20 holdings account for 79.41% of reported assets. Its disclosed equity book has returned +57.31% on a three-year cumulative basis. Figures reflect the Q2 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