Institutions / Aerodigm Wealth, LLC

Aerodigm Wealth, LLC

CIK 1927705 · Institution · as of Dec 31, 2025

Portfolio value

$284.24M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 96 →

Company	Class	Value	Shares	% of portfolio
iShares MSCI UAE ETF	—	$31.27M	210,305	11.0%
Affiliated Managers Group Inc	—	$25.58M	88,749	9.0%
iShares MSCI UAE ETF	—	$21.38M	259,156	7.5%
Dimensional ETF Trust	—	$15.81M	399,223	5.6%
Vanguard Tax-Managed Fds	—	$14.69M	235,150	5.2%
Vanguard Scottsdale Fds	—	$13.86M	231,216	4.9%
American Centy ETF Tr	—	$13.00M	138,311	4.6%
Dimensional ETF Trust	—	$12.62M	381,498	4.4%
Vanguard Index Fds	—	$11.94M	35,620	4.2%
Dimensional ETF Trust	—	$7.57M	199,325	2.7%
Dimensional ETF Trust	—	$6.97M	212,870	2.5%
SPDR Index Shs Fds	—	$6.93M	156,056	2.4%
SPDR Series Trust	—	$6.74M	81,720	2.4%
Apple Inc.	—	$6.26M	23,015	2.2%
Ea Series Trust	—	$5.97M	256,062	2.1%
Dimensional ETF Trust	—	$5.96M	124,386	2.1%
Microsoft Corp	—	$4.57M	9,459	1.6%
iShares Inc	—	$4.37M	64,940	1.5%
Vanguard Malvern Fds	—	$4.26M	86,101	1.5%
Vanguard Intl Equity Index F	—	$3.44M	63,997	1.2%
Dimensional ETF Trust	—	$3.34M	66,885	1.2%
Tesla Inc	—	$3.28M	7,299	1.2%
Dimensional ETF Trust	—	$2.58M	43,264	0.9%
American Centy ETF Tr	—	$2.53M	24,770	0.9%
iShares Tr	—	$2.40M	20,081	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.