account_balance
Investment manager · 13F filer · SEC CIK 1927705
Aerodigm Wealth, LLC
Reported value$291Mas of Sep 30, 2026
Positions80 3 new, 12 sold out
Top 10 weight60.2%ITOT alone is 13%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
12.8%
IDEViShares Tr
8.5%
DFACDimensional ETF Trust
6.0%
VEAVanguard Tax-Managed FDS
5.5%
DFEMDimensional ETF Trust
5.3%Trimmed −3%
AVDVAmerican Centy ETF Tr
5.3%Trimmed −6%
BOXXEa Series Trust
4.9%Added +57%
VTIVanguard Index FDS
4.5%Trimmed −3%
VGITVanguard Scottsdale FDS
4.5%Trimmed −13%
DISVDimensional ETF Trust
3.0%
SPDWSPDR Index SHS FDS
2.7%
SPTMSPDR Series Trust
2.5%
ITOTiShares Tr
12.8%
IDEViShares Tr
8.5%
DFACDimensional ETF Trust
6.0%
VEAVanguard Tax-Managed FDS
5.5%
DFEMDimensional ETF Trust
5.3%−3%
AVDVAmerican Centy ETF Tr
5.3%
BOXXEa Series Trust
4.9%
VTIVanguard Index FDS
4.5%
VGITVanguard Scottsdale FDS
4.5%
DISV3.0%
SPDW2.7%
SPTM2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr 12.8% Held
IDEV iShares Tr 8.5% Held
DFAC Dimensional ETF Trust 6.0% Held
VEA Vanguard Tax-Managed FDS 5.5% Held
DFEM Dimensional ETF Trust 5.3% Trimmed −3%
AVDV American Centy ETF Tr 5.3% Trimmed −6%
BOXX Ea Series Trust 4.9% Added +57%
VTI Vanguard Index FDS 4.5% Trimmed −3%
VGIT Vanguard Scottsdale FDS 4.5% Trimmed −13%
DISV Dimensional ETF Trust 3.0% Held
SPDW SPDR Index SHS FDS 2.7% Held
SPTM SPDR Series Trust 2.5% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- ICSH $635K
- SHY $337K
- VO $259K
arrow_upwardAdded
- IEI +134%
- BOXX +57%
- BSV +44%
- DFNM +23%
arrow_downwardTrimmed
- QQQ −59%
- WFC −18%
- DFAX −18%
- DFSD −17%
remove_circleSold out
- DFSV $1.89M
- VTV $397K
- VB $390K
- FLJP $380K
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