Institutions / Aberdeen Wealth Management LLC
Aberdeen Wealth Management LLC
CIK 1802654 · Institution · as of Dec 31, 2025
Portfolio value
$216.03M
Positions
176
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 176 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $51.86M | 24.0% |
| Vanguard Admiral Fds Inc | $11.98M | 5.5% |
| Vanguard Specialized Funds | $10.38M | 4.8% |
| Apple Inc. | $6.14M | 2.8% |
| Microsoft Corp | $5.52M | 2.6% |
| JPMorgan Chase & Co | $4.82M | 2.2% |
| Alphabet Inc. | $4.48M | 2.1% |
| Warren E. Buffett | $4.03M | 1.9% |
| Vanguard Intl Equity Index F | $3.46M | 1.6% |
| NVIDIA Corp | $3.38M | 1.6% |
| Schwab Strategic Tr | $3.27M | 1.5% |
| Vanguard Star Fds | $2.95M | 1.4% |
| Automatic Data Processing Inc | $2.89M | 1.3% |
| SPDR Gold Tr | $2.77M | 1.3% |
| Applied Materials Inc /De | $2.76M | 1.3% |
| AbbVie Inc. | $2.67M | 1.2% |
| Home Depot, Inc. | $2.38M | 1.1% |
| Johnson & Johnson | $2.35M | 1.1% |
| SPDR Series Trust | $2.06M | 1.0% |
| iShares Tr | $2.03M | 0.9% |
| Walmart Inc. | $1.92M | 0.9% |
| Alphabet Inc. | $1.65M | 0.8% |
| Exxon Mobil Corp | $1.58M | 0.7% |
| Vanguard Index Fds | $1.54M | 0.7% |
| Colgate Palmolive Co | $1.52M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.