13F Insight
DOSSIER · 13F-HR · Q1 2026

Aberdeen Wealth Management LLC

$219M in tracked AUM across 179 positions as of Q1 2026.

AW
CIK 0001802654 · last filed Mar 31, 2026
Total AUM
$219M
as of Q1 2026
Holdings
179
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$138M▲ 3.2%
161 positionsLocked
Showing 12 of 26