13F Insight
DOSSIER · 13F-HR · Q2 2026

Aberdeen Wealth Management LLC

$208M in tracked AUM across 2,233 positions as of Q2 2026.

AW
CIK 0001802654 · last filed Jun 30, 2026
Total AUM
$208M
as of Q2 2026
Holdings
2,233
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Aberdeen Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$55M149K26.6%02
VIG
VANGUARD SPECIALIZED FUNDS
$15M63K7.1%03
IVOV
VANGUARD ADMIRAL FDS INC
$11M93K5.1%04
FNDX
SCHWAB STRATEGIC TR
$7M241K3.6%05
AMAT
APPLIED MATLS INC
$5M7K2.5%06
AAPL
APPLE INC
$4M15K2.0%07
VSS
VANGUARD INTL EQUITY INDEX F
$4M23K1.7%08
VXUS
VANGUARD STAR FDS
$3M39K1.6%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$3M6K1.5%10
GOOGL
ALPHABET INC
$3M8K1.4%

Filing history

2026Q2Jun 30
$208M▼ 5.0%
2,233 positionsView →2026Q1Mar 31
$219M▲ 1.6%
179 positionsView →2025Q4Dec 31
$216M▲ 35.7%
176 positionsView →2025Q3Sep 30
$159M▲ 5.8%
165 positionsView →2025Q2Jun 30
$150M▲ 3.8%
165 positionsLocked2025Q1Mar 31
$145M▼ 0.7%
159 positionsLocked2024Q4Dec 31
$146M▼ 4.0%
166 positionsLocked2024Q3Sep 30
$152M▲ 2.8%
167 positionsLocked2024Q2Jun 30
$148M▼ 13.9%
169 positionsLocked2024Q1Mar 31
$172M▲ 24.6%
173 positionsLocked2023Q4Dec 31
$138M▲ 3.9%
162 positionsLocked2023Q3Sep 30
$133M▼ 4.1%
161 positionsLocked
Showing 12 of 27