Aerodigm Wealth, LLC

Q4 2025 13F Holdings

Location
Lake Oswego, OR
Holdings as of
12/31/2025
Value ($000)
$259,052
Num holdings
95
Date filed
4/21/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/6/2025
Next filing
4/21/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type