Aberdeen Wealth Management LLC

CIK 0001802654 · LAKE BLUFF, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Aberdeen Wealth Management LLC reported 427 positions worth $208.3M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: VTI (26.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$208.3M
2026 Q2
Positions
427
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.1%
Est. Net Flow (Q)
2026 Q2
10 / 427 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$55.3M26.55%149,495
2VIGVANGUARD SPECIALIZED FUNDSSH$14.9M7.15%62,952
3IVOVVANGUARD ADMIRAL FDS INCSH$10.6M5.07%92,669
4FNDXSCHWAB STRATEGIC TRSH$7.5M3.59%240,514
5AMATAPPLIED MATLS INCSH$5.1M2.47%7,110
6AAPLAPPLE INCSH$4.2M2.02%14,527
7VSSVANGUARD INTL EQUITY INDEX FSH$3.6M1.71%23,136
8VXUSVANGUARD STAR FDSSH$3.3M1.60%38,932
9BRK-BBERKSHIRE HATHAWAY INC DELSH$3.1M1.48%6,216
10GOOGLALPHABET INCSH$3.0M1.44%8,367

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Aberdeen Wealth Management LLC hold as of Q2 2026?

Aberdeen Wealth Management LLC reported 427 positions worth $208.3M in its Q2 2026 13F filing. Largest positions: VTI (26.6%), VIG (7.1%), IVOV (5.1%), FNDX (3.6%) and AMAT (2.5%).

What did Aberdeen Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Aberdeen Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.