Aerodigm Wealth, LLC
Filing Date
Global Rank
#7,466
/ 8,605
▼ 112
· as of Mar 2026
Top Industry
Consumer Electronics
21.7%
3Y Alpha vs SPY
-5.8%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+52.0%
SPY
+76.5%
Annualised alpha
-5.9%
Max drawdown
−19.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.7%
+2.0 pts
Top 5
54.4%
+1.4 pts
Top 10
77.4%
+3.6 pts
HHI
853
Diversified+77
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.2% | $10,565,478 |
| Consumer Defensive | 16.2% | $4,604,183 |
| Consumer Cyclical | 13.9% | $3,955,376 |
| Financial Services | 13.2% | $3,760,360 |
| Unclassified | 9.2% | $2,601,520 |
| Healthcare | 4.3% | $1,223,602 |
| Energy | 2.7% | $771,820 |
| Communication Services | 2.4% | $680,942 |
| Industrials | 0.8% | $217,543 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSLA | Tesla, Inc. | −2,522 | 4,777 | $1,775,849 | |
| NVDA | Nvidia Corp | −2,165 | 10,378 | $1,809,923 | |
| AMZN | Amazon Com Inc | −1,203 | 5,718 | $1,190,887 | |
| AAPL | Apple Inc. | −988 | 22,027 | $5,590,232 | |
| MSFT | Microsoft Corp | −908 | 8,551 | $3,165,323 | |
| GOOGL | Alphabet Inc. | −863 | 2,368 | $680,942 | |
| WFC | Wells Fargo & Company/Mn | −417 | 17,987 | $1,431,945 | |
| JNJ | Johnson & Johnson | −260 | 1,565 | $382,548 | |
| V | Visa Inc. | −210 | 739 | $223,355 | |
| BRK-B | Berkshire Hathaway Inc | −195 | 603 | $288,957 | |
| COST | Costco Wholesale Corp /New | −108 | 1,128 | $1,123,973 | |
| LLY | ELI LILLY & Co | −50 | 484 | $445,168 | |
| AON | Aon plc | −34 | 1,140 | $367,969 | |
| QQQ | Invesco Qqq Trust, Series 1 | −32 | 2,275 | $1,313,084 | |
| PH | Parker-Hannifin Corp | −28 | 243 | $217,543 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 6,382 | $213,988 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2,078 | $719,195 | |
| CRM | Salesforce, Inc. | 1,504 | $398,424 | |
| JPM | Jpmorgan Chase & Co | 992 | $319,642 | |
| ABBV | AbbVie Inc. | 1,073 | $245,169 | |
| HD | Home Depot, Inc. | 688 | $236,740 | |
| NKE | NIKE, Inc. | 3,534 | $225,151 | |
| CMI | Cummins Inc | 405 | $206,732 | |
| RTX | RTX Corp | 1,094 | $200,639 | |
| No positions match the current search. | ||||
27 positions ·
$28,380,824 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 22,027 | $5,590,232 | 19.70% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,551 | $3,165,323 | 11.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 24,994 | $3,106,254 | 10.94% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 10,378 | $1,809,923 | 6.38% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,777 | $1,775,849 | 6.26% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Held | 8,349 | $1,448,134 | 5.10% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 17,987 | $1,431,945 | 5.05% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,275 | $1,313,084 | 4.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,718 | $1,190,887 | 4.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,128 | $1,123,973 | 3.96% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 1,178 | $726,543 | 2.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,368 | $680,942 | 2.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 864 | $561,893 | 1.98% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 484 | $445,168 | 1.57% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 119 | $401,955 | 1.42% | |
| ABSI |
Absci Corp
Healthcare
|
Held | 131,962 | $395,886 | 1.39% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,565 | $382,548 | 1.35% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 4,245 | $380,309 | 1.34% | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 5,168 | $373,956 | 1.32% | |
| AON |
Aon plc
Financial Services
|
Reduced | 1,140 | $367,969 | 1.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 1,800 | $305,388 | 1.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 603 | $288,957 | 1.02% | |
| ET |
Energy Transfer LP
Energy
|
Added | 13,080 | $252,444 | 0.89% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 739 | $223,355 | 0.79% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 243 | $217,543 | 0.77% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
NEW | 6,382 | $213,988 | 0.75% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
Held | 34,225 | $206,376 | 0.73% |