Aberdeen Wealth Management LLC
Sector Allocation
- Other55.4%$115.3M
- Technology14.4%$30.1M
- Healthcare6.3%$13.1M
- Financials6.1%$12.7M
- Industrials6.0%$12.5M
- Consumer Staples4.0%$8.3M
- Consumer Discretionary3.3%$6.8M
- Energy2.0%$4.1M
- Utilities1.2%$2.5M
- Materials0.7%$1.5M
AUM History
13fpro.ai/research/fund/aberdeen-wealth-management-llc-1802654
Conviction and streaks
Concentrating · top 10 = 53.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$55.3M
- VANGUARD$14.9M
- VANGUARD$10.6M
- SCHWAB$7.5M
AMAT
$5.1MAAPL
$4.2M- VANGUARD$3.6M
- VANGUARD$3.3M
BRK.B
$3.1MGOOGL
$3.0M- VANGUARD$2.8M
NVDA
$2.8MABBV
$2.3MMSFT
$2.2M- ISHARES$2.2M
JNJ
$2.2MGLD
$2.0M- SPDR$1.9M
ADP
$1.9M- VANGUARD$1.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/aberdeen-wealth-management-llc-1802654
Aberdeen Wealth Management LLC 13F holdings — Q2 2026
$208.3M portfolio (-5.0% QoQ) · 427 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$55.3M
26.6% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$14.9M
7.2% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL
$10.6M
5.1% of stocks
-21%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$7.5M
3.6% of stocks
+26%This quarter—Since filed—HeldAIQuality—Est. buy— $5.1M
2.5% of stocks
-32%This quarter-27.5%Since filed10+ qtrsHeldAIQuality71.6#176Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$4.2M
2.0% of stocks
-35%This quarter+12.7%Since filed10+ qtrsHeld- 7
VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF
$3.6M
1.7% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD STAR FDS - VG TL INTL STK F
$3.3M
1.6% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $3.1M
1.5% of stocks
-31%This quarter—Since filed10+ qtrsHeld$3.0M
1.4% of stocks
-41%This quarter-8.7%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $55.3M | 26.6% | -2% | — | — | — | — | |
| 2 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $14.9M | 7.2% | +8% | — | — | — | — | |
| 3 | VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL | $10.6M | 5.1% | -21% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $7.5M | 3.6% | +26% | — | — | — | — | |
| 5 | $5.1M | 2.5% | -32% | -27.5% | 10+ qtrsTrimmed 2 qtrs in a row | 71.6#176 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $4.2M | 2.0% | -35% | +12.7% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $3.6M | 1.7% | -4% | — | — | — | — | |
| 8 | VANGUARD STAR FDS - VG TL INTL STK F | $3.3M | 1.6% | +0.1% | — | — | — | — | |
| 9 | $3.1M | 1.5% | -31% | — | 10+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $3.0M | 1.4% | -41% | -8.7% | 10+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Aberdeen Wealth Management LLC (Q2 2026)
427 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRAetf/fund | — | $2.8M | 1.4% | 57K | -10% | — | — | 13F |
| 12 | NVIDIA CORP | Technology | $2.8M | 1.3% | 14K | -23% | 10+ qtrs | 86.0 | 13F | |
| 13 | AbbVie Inc. | Healthcare | $2.3M | 1.1% | 9,276 | -20% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MICROSOFT CORP | Technology | $2.2M | 1.1% | 5,983 | -46% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - SELECT DIVID ETFetf/fund | — | $2.2M | 1.1% | 14K | -1% | — | — | 13F |
| 16 | JOHNSON & JOHNSON | Healthcare | $2.2M | 1.0% | 8,486 | -25% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SPDR GOLD TRUSTetf/fund | Financials | $2.0M | 1.0% | 5,502 | -21% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SPDR SERIES TRUST - ST STR SP DIVetf/fund | — | $1.9M | 0.9% | 13K | -11% | — | — | 13F |
| 19 | AUTOMATIC DATA PROCESSING INC | Technology | $1.9M | 0.9% | 8,679 | -23% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $1.7M | 0.8% | 5,568 | -15% | — | — | 13F |
| 21 | CATERPILLAR INC | Industrials | $1.6M | 0.8% | 1,470 | -32% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EXXON MOBIL CORP | Energy | $1.5M | 0.7% | 11K | -14% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | JPMORGAN CHASE & CO | Financials | $1.5M | 0.7% | 4,439 | -70% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | HOME DEPOT, INC. | Consumer Discretionary | $1.4M | 0.7% | 4,007 | -42% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD WORLD FD - HEALTH CAR ETFetf/fund | — | $1.4M | 0.7% | 4,715 | -3% | — | — | 13F |
| 26 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.4M | 0.7% | 15K | -22% | |||
| 27 | $MU | MICRON TECHNOLOGY INC | Technology | $1.4M | 0.7% | 1,192 | -25% | |||
| 28 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.7% | 3,844 | -25% | |||
| 29 | — | ISHARES INC - MSCI EMERG MRKT | — | $1.3M | 0.6% | 17K | +0.8% | |||
| 30 | $UNP | UNION PACIFIC CORP | Industrials | $1.2M | 0.6% | 4,518 | -10% | |||
| 31 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.1M | 0.5% | 4,840 | -18% | |||
| 32 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.0M | 0.5% | 3,480 | -17% | |||
| 33 | $CSX | CSX CORP | Industrials | $1.0M | 0.5% | 22K | -12% | |||
| 34 | $J | JACOBS SOLUTIONS INC. | Industrials | $1.0M | 0.5% | 8,182 | -16% | |||
| 35 | $IAU | ISHARES GOLD TRUST | Financials | $1.0M | 0.5% | 14K | -7% | |||
| 36 | $WMT | Walmart Inc. | Consumer Staples | $1.0M | 0.5% | 8,895 | -47% | |||
| 37 | $KO | COCA COLA CO | Consumer Staples | $1.0M | 0.5% | 12K | -27% | |||
| 38 | $NVS | NOVARTIS AG | Healthcare | $947K | 0.5% | 6,045 | New | |||
| 39 | $GE | GENERAL ELECTRIC CO | Industrials | $922K | 0.4% | 2,468 | -10% | |||
| 40 | $PEP | PEPSICO INC | Consumer Staples | $907K | 0.4% | 6,697 | -16% | |||
| 41 | $CSCO | CISCO SYSTEMS, INC. | Technology | $904K | 0.4% | 7,695 | -44% | |||
| 42 | $SNPS | SYNOPSYS INC | Technology | $848K | 0.4% | 1,900 | — | |||
| 43 | $ABT | ABBOTT LABORATORIES | Healthcare | $843K | 0.4% | 9,291 | -20% | |||
| 44 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $812K | 0.4% | 10K | +285% | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $797K | 0.4% | 5,026 | -29% | |||
| 46 | $GEV | GE Vernova Inc. | Industrials | $788K | 0.4% | 671 | -9% | |||
| 47 | $WM | WASTE MANAGEMENT INC | Utilities | $782K | 0.4% | 3,510 | -8% | |||
| 48 | $CI | Cigna Group | Healthcare | $776K | 0.4% | 2,815 | -24% | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $771K | 0.4% | 15K | -27% | |||
| 50 | $RTX | RTX Corp | Industrials | $767K | 0.4% | 4,043 | -38% | |||
| 51 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $767K | 0.4% | 5,230 | -32% | |||
| 52 | $AMZN | AMAZON COM INC | Consumer Discretionary | $758K | 0.4% | 3,179 | -34% | |||
| 53 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $746K | 0.4% | 2,371 | -21% | |||
| 54 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $737K | 0.3% | 5,300 | -3% | |||
| 55 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $715K | 0.3% | 1,230 | -14% | |||
| 56 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $698K | 0.3% | 12K | — | |||
| 57 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $674K | 0.3% | 4,266 | -4% | |||
| 58 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $624K | 0.3% | 4,563 | -10% | |||
| 59 | $AMGN | AMGEN INC | Healthcare | $558K | 0.3% | 1,542 | -65% | |||
| 60 | — | ISHARES TR - MSCI EAFE ETF | — | $553K | 0.3% | 5,327 | -11% | |||
| 61 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $553K | 0.3% | 6,000 | -20% | |||
| 62 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $547K | 0.3% | 5,089 | -36% | |||
| 63 | $CVX | CHEVRON CORP | Energy | $537K | 0.3% | 3,239 | -17% | |||
| 64 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $522K | 0.3% | 1,857 | -35% | |||
| 65 | $INTC | INTEL CORP | Technology | $514K | 0.3% | 3,680 | -55% | |||
| 66 | $MDT | Medtronic plc | Healthcare | $509K | 0.2% | 6,508 | -45% | |||
| 67 | $TGT | TARGET CORP | Consumer Staples | $491K | 0.2% | 3,762 | — | |||
| 68 | $DVN | DEVON ENERGY CORP/DE | Energy | $486K | 0.2% | 12K | New | |||
| 69 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $481K | 0.2% | 1,007 | New | |||
| 70 | $MA | Mastercard Inc | Financials | $476K | 0.2% | 928 | -45% | |||
| 71 | $FAST | FASTENAL CO | Industrials | $474K | 0.2% | 9,860 | -38% | |||
| 72 | $EFX | EQUIFAX INC | Financials | $460K | 0.2% | 2,900 | — | |||
| 73 | $META | Meta Platforms, Inc. | Technology | $460K | 0.2% | 1,905 | -19% | |||
| 74 | $WAT | WATERS CORP /DE/ | Healthcare | $449K | 0.2% | 1,198 | -53% | |||
| 75 | $SPY | SPDR S&P 500 ETF TRUST | — | $448K | 0.2% | 600 | -54% | |||
| 76 | $CTAS | CINTAS CORP | Consumer Discretionary | $447K | 0.2% | 2,630 | -16% | |||
| 77 | $LLY | ELI LILLY & Co | Healthcare | $444K | 0.2% | 370 | -48% | |||
| 78 | — | ISHARES TR - CORE S&P MCP ETF | — | $441K | 0.2% | 5,725 | — | |||
| 79 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $437K | 0.2% | 621 | — | |||
| 80 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $436K | 0.2% | 466 | -35% | |||
| 81 | $MMM | 3M CO | Healthcare | $428K | 0.2% | 2,641 | -14% | |||
| 82 | $VMC | Vulcan Materials CO | Materials | $421K | 0.2% | 1,426 | -24% | |||
| 83 | $EBAY | EBAY INC | Consumer Discretionary | $421K | 0.2% | 3,764 | -58% | |||
| 84 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $406K | 0.2% | 2,436 | — | |||
| 85 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $402K | 0.2% | 3,055 | -30% | |||
| 86 | $SO | SOUTHERN CO | Utilities | $398K | 0.2% | 4,155 | -51% | |||
| 87 | $AXP | AMERICAN EXPRESS CO | Financials | $396K | 0.2% | 1,171 | -35% | |||
| 88 | $MCD | MCDONALDS CORP | Consumer Discretionary | $388K | 0.2% | 1,434 | -39% | |||
| 89 | $DIS | Walt Disney Co | Communication Services | $382K | 0.2% | 3,973 | -43% | |||
| 90 | $SLV | iShares Silver Trust | Financials | $365K | 0.2% | 6,825 | — | |||
| 91 | $SYK | STRYKER CORP | Healthcare | $359K | 0.2% | 1,141 | -18% | |||
| 92 | — | ISHARES TR - CORE S&P SCP ETF | — | $352K | 0.2% | 2,376 | — | |||
| 93 | $SYY | SYSCO CORP | Consumer Discretionary | $330K | 0.2% | 3,947 | -32% | |||
| 94 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $329K | 0.2% | 7,720 | — | |||
| 95 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $308K | 0.1% | 4,285 | -22% | |||
| 96 | $DE | DEERE & CO | Industrials | $307K | 0.1% | 484 | -53% | |||
| 97 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $307K | 0.1% | 5,329 | -4% | |||
| 98 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $307K | 0.1% | 1,881 | -45% | |||
| 99 | $WELL | WELLTOWER INC. | Real Estate | $306K | 0.1% | 1,350 | — | |||
| 100 | — | ISHARES TR - RUS MID CAP ETF | — | $291K | 0.1% | 2,640 | — | |||
| 101 | $PFE | PFIZER INC | Healthcare | $291K | 0.1% | 12K | -8% | |||
| 102 | $ADI | ANALOG DEVICES INC | Technology | $286K | 0.1% | 720 | -56% | |||
| 103 | $NJR | NEW JERSEY RESOURCES CORP | Energy | $281K | 0.1% | 5,016 | -20% | |||
| 104 | — | FLEXSHARES TR - MORNSTAR USMKT | — | $277K | 0.1% | 1,005 | — | |||
| 105 | — | NUVEEN AMT FREE QLTY MUN INC - COM | — | $277K | 0.1% | 24K | — | |||
| 106 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $276K | 0.1% | 1,550 | +954% | |||
| 107 | $ENB | ENBRIDGE INC | Energy | $259K | 0.1% | 4,786 | -38% | |||
| 108 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $248K | 0.1% | 1,814 | New | |||
| 109 | $V | VISA INC. | Financials | $247K | 0.1% | 720 | -46% | |||
| 110 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $244K | 0.1% | 144 | -5% | |||
| 111 | $EMR | EMERSON ELECTRIC CO | Industrials | $241K | 0.1% | 1,687 | -19% | |||
| 112 | $NVO | NOVO NORDISK A S | Healthcare | $237K | 0.1% | 4,946 | New | |||
| 113 | $PANW | Palo Alto Networks Inc | Technology | $234K | 0.1% | 685 | New | |||
| 114 | $USB | US BANCORP DE | Financials | $231K | 0.1% | 3,832 | -31% | |||
| 115 | $MS | MORGAN STANLEY | Financials | $227K | 0.1% | 1,087 | New | |||
| 116 | $KMB | KIMBERLY CLARK CORP | Materials | $227K | 0.1% | 2,069 | -61% | |||
| 117 | — | ISHARES TR - CORE S&P500 ETF | — | $225K | 0.1% | 300 | -66% | |||
| 118 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $207K | 0.1% | 2,021 | -54% | |||
| 119 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $206K | 0.1% | 763 | -63% | |||
| 120 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $204K | 0.1% | 1,612 | -78% | |||
| 121 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $203K | 0.1% | 2,357 | -8% | |||
| 122 | $PLTR | Palantir Technologies Inc. | Technology | $202K | 0.1% | 1,735 | -9% | |||
| 123 | $GD | GENERAL DYNAMICS CORP | Industrials | $200K | 0.1% | 565 | -39% | |||
| 124 | — | VANGUARD MUN BD FDS - INTERMEDIATE TRM | — | $199K | 0.1% | 1,969 | New | |||
| 125 | $FITB | FIFTH THIRD BANCORP | Financials | $193K | 0.1% | 3,431 | -50% | |||
| 126 | $MRK | Merck & Co., Inc. | Healthcare | $193K | 0.1% | 1,500 | -17% | |||
| 127 | $FDX | FEDEX CORP | Industrials | $192K | 0.1% | 612 | -57% | |||
| 128 | $MCK | MCKESSON CORP | Consumer Staples | $189K | 0.1% | 250 | -29% | |||
| 129 | $GIS | GENERAL MILLS INC | Consumer Staples | $188K | 0.1% | 5,406 | — | |||
| 130 | $SHEL | Shell plc | Energy | $188K | 0.1% | 2,425 | — | |||
| 131 | $RIO | RIO TINTO PLC | Materials | $185K | 0.1% | 1,950 | New | |||
| 132 | $FAF | First American Financial Corp | Financials | $183K | 0.1% | 2,668 | -45% | |||
| 133 | $IRM | IRON MOUNTAIN INC | Real Estate | $179K | 0.1% | 1,421 | -46% | |||
| 134 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $178K | 0.1% | 902 | -22% | |||
| 135 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $177K | 0.1% | 386 | New | |||
| 136 | $CARR | CARRIER GLOBAL Corp | Industrials | $176K | 0.1% | 2,400 | New | |||
| 137 | $AMTM | Amentum Holdings, Inc. | Industrials | $171K | 0.1% | 8,291 | -4% | |||
| 138 | $ETN | Eaton Corp plc | Industrials | $170K | 0.1% | 400 | New | |||
| 139 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $170K | 0.1% | 2,250 | — | |||
| 140 | $SCHW | SCHWAB CHARLES CORP | Financials | $163K | 0.1% | 1,771 | -59% | |||
| 141 | $APH | AMPHENOL CORP /DE/ | Technology | $162K | 0.1% | 920 | New | |||
| 142 | $CCK | CROWN HOLDINGS, INC. | Industrials | $162K | 0.1% | 1,447 | New | |||
| 143 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | — | $162K | 0.1% | 3,685 | New | |||
| 144 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $161K | 0.1% | 721 | -50% | |||
| 145 | $HONA | Honeywell Aerospace Inc. | Industrials | $159K | 0.1% | 721 | New | |||
| 146 | $EW | Edwards Lifesciences Corp | Healthcare | $159K | 0.1% | 1,758 | New | |||
| 147 | $SW | Smurfit Westrock plc | Materials | $157K | 0.1% | 3,486 | New | |||
| 148 | — | ISHARES TR - RUSSELL 2000 ETF | — | $156K | 0.1% | 520 | — | |||
| 149 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $154K | 0.1% | 3,628 | -29% | |||
| 150 | $T | AT&T INC. | Communication Services | $153K | 0.1% | 7,388 | -37% |
What changed in Q2 2026
Against the previous quarter's 13F: 257 new, 7 added to, 134 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (257)
$NVSNOVARTIS AG$947K
first bought this quarter
$DVNDEVON ENERGY CORP/DE$486K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$481K
first bought this quarter
$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$248K
first bought this quarter
$NVONOVO NORDISK A S$237K
first bought this quarter
$PANWPalo Alto Networks Inc$234K
first bought this quarter
+251 more in the Excel export
Added to (7)
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+26%
now $7.5M
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF+8%
now $14.9M
- VANGUARD INDEX FDS - MID CAP ETF+285%
now $812K
$BKNGBooking Holdings Inc.+954%
now $276K · held 10+ qtrs
- VANGUARD WORLD FD - INF TECH ETF+1268%
now $36K
- ISHARES INC - MSCI EMERG MRKT+0.8%
now $1.3M
+1 more in the Excel export
Trimmed (134)
$JPMJPMORGAN CHASE & CO-70%
now $1.5M · held 10+ qtrs
- VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL-21%
now $10.6M
now $5.1M · held 10+ qtrs, 2 trims in a row
now $4.2M · held 10+ qtrs
now $3.0M · held 10+ qtrs
now $2.2M · held 10+ qtrs, 3 trims in a row
+128 more in the Excel export
Holdings by quarter
Every 13F Aberdeen Wealth Management LLC has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Aberdeen Wealth Management?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Aberdeen Wealth Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 13% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Aberdeen Wealth Management LLC disclosed 427 positions worth $208.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 257 new positions and exited 9 — including a new stake in $NVS and a full exit from $CTRA. The portfolio is most concentrated in Other (55.4% of disclosed assets). All figures are sourced directly from Aberdeen Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1802654.
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