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Filers›Family Office›Aberdeen Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

Aberdeen Wealth Management LLC

Aberdeen Wealth's family office based in Chicago, IL — $219M in tracked AUM across 179 positions as of Q1 2026.

AW
Aberdeen Wealth·Chicago, IL·Family Office
CIK 0001802654 · last filed Mar 31, 2026
Total AUM
$219M
▲ 13.1%
vs prior
Holdings
179
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Aberdeen Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$49M153K22.4%
02
VIG
VANGUARD SPECIALIZED FUNDS
$13M58K5.7%
03
IVOV
VANGUARD ADMIRAL FDS INC
$12M118K5.5%
04
AAPL
APPLE INC
$6M23K2.6%
05
FNDX
SCHWAB STRATEGIC TR
$5M192K2.4%
06
JPM
JPMORGAN CHASE & CO
$4M15K2.0%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M9K2.0%
08
MSFT
MICROSOFT CORP
$4M11K1.9%
09
GOOGL
ALPHABET INC
$4M14K1.9%
10
AMAT
APPLIED MATLS INC
$4M11K1.6%

Filing history

Filing history loading…
AI Agent · grounded in Aberdeen
haiku-4-5 · 179 positions indexed
Sector mix
  • Tech15%
  • Financials12%
  • Communications4%
  • Industrials19%
  • Energy50%
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