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Manager record

Aerodigm Wealth, LLC

Lake Oswego, OR · CIK 1927705 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$295.91MReported 13F valueQ2 2026 · as filed
90Holdings listed
+11.4%vs prior quartervalue change includes market moves
5Quarters on record
Aug 04Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $208.3M$208.3MQ2 202578 holdingsQ3 2025: $237.5M$237.5MQ3 202583 holdingsQ4 2025: $259.1M$259.1MQ4 202595 holdingsQ1 2026: $265.7M$265.7MQ1 202686 holdingsQ2 2026: $295.9M$295.9MQ2 202690 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 04 2026 13F-HR · period Q2 2026

$295.91M · 90 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR/A · period Q4 2025

$259.05M · 95 holdings listed · amendment (restatement) · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$265.72M · 86 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$284.24M · 96 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$237.53M · 83 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$208.27M · 78 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 04, 2026 · Change methodology