Aerodigm Wealth, LLC
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 295,912
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 90 | 295,912 | 13F-HR | Aerodigm Wealth, LLC |
| Q1 2026 | 4/21/2026 | 86 | 265,720 | 13F-HR | Aerodigm Wealth, LLC |
| Q4 2025 | 4/21/2026 | 95 | 259,052 | 13F-HR/A - RESTATEMENT | Aerodigm Wealth, LLC |
| Q4 2025 | 2/6/2026 | 96 | 284,244 | 13F-HR | Aerodigm Wealth, LLC |
| Q3 2025 | 11/6/2025 | 83 | 237,530 | 13F-HR | Delap Wealth Advisory, LLC |
| Q2 2025 | 7/28/2025 | 78 | 208,272 | 13F-HR | Delap Wealth Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
407
(0.1% of total reported value)
· QoQ Δ:
+407
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.14 K | 12.6% | 0 | 3.801 K | -3.801 K |
| ETFs | 256.7 K | 86.9% | 33.57 K | 0 | 33.57 K |
| Debt | 1.651 K | 0.6% | 13 | 0 | 13 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
295,912
Holdings
90
QoQ value change ($000)
30,192
(11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.