Aerodigm Wealth, LLC

Q4 2025 13F-HR/A Detailed Holdings

Location
Lake Oswego, OR
Holdings as of
12/31/2025
Value ($000)
$259,052,323
Num holdings
95
Date filed
4/21/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
4/21/2026
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/21/2026
 Price As-Of
12/31/2025
 Price Now
4/24/2026

Other Managers

Num Name File Number
1 FOCUS PARTNERS ADVISOR SOLUTIONS, LLC 28-21711