Aerodigm Wealth, LLC

Q1 2026 13F-HR Detailed Holdings

Location: Lake Oswego, OR
Holdings as of: 3/31/2026
Value ($000): $265,719,509
Num holdings: 86
Date filed: 4/21/2026
Form type: 13F-HR
Prev filing: 4/21/2026
Next filing
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

Compare Q1 2026 to

Issuer Name	Class	CUSIP	Value ($000)	%	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None	Price Filed 4/21/2026	Price As-Of 3/31/2026	Price Now 4/24/2026

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