Long-term investor

Aerodigm Wealth, LLC @aerodigmwealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001927705).

Record

  • Tracked since 2025-06-30 (441 days), 65 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +18.8% · all +18.8%
  • Max drawdown n/a · win rate 6% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • ITOT · 12.5% · long · since 2025-06-30
  • IDEV · 8.3% · long · since 2025-06-30
  • DFAC · 6.0% · long · since 2025-06-30
  • DFEM · 5.5% · long · since 2025-06-30
  • VEA · 5.5% · long · since 2025-06-30
  • VGIT · 5.3% · long · since 2025-06-30
  • AVDV · 5.2% · long · since 2025-06-30
  • VTI · 4.6% · long · since 2025-06-30
  • BOXX · 3.0% · long · since 2026-03-31
  • BSVO · 2.7% · long · since 2025-06-30
  • DISV · 2.7% · long · since 2025-06-30
  • SPDW · 2.6% · long · since 2025-06-30

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