Aberdeen Wealth Management LLC

Est. AUM

$219.4M

13F long equity, this entity only

Positions

179

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$49.1M	152967	22.37%	SOLE
2	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.6M	58417	5.73%	SOLE
3	VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$12.0M	117922	5.48%	SOLE
4	APPLE INC	COM	$5.7M	22521	2.61%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$5.3M	191609	2.43%	SOLE
6	JPMORGAN CHASE & CO	COM	$4.4M	14962	2.01%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	8960	1.96%	SOLE
8	MICROSOFT CORP	COM	$4.1M	11170	1.88%	SOLE
9	ALPHABET INC	CAP STK CL A	$4.1M	14212	1.86%	SOLE
10	APPLIED MATLS INC	COM	$3.6M	10515	1.64%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$3.5M	24145	1.60%	SOLE
12	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$3.2M	63411	1.44%	SOLE
13	NVIDIA CORPORATION	COM	$3.1M	17980	1.43%	SOLE
14	SPDR GOLD TR	GOLD SHS	$3.0M	6992	1.37%	SOLE
15	VANGUARD STAR FDS	VG TL INTL STK F	$3.0M	38896	1.37%	SOLE
16	JOHNSON & JOHNSON	COM	$2.8M	11249	1.25%	SOLE
17	ABBVIE INC	COM	$2.5M	11628	1.15%	SOLE
18	AUTOMATIC DATA PROCESSING IN	COM	$2.3M	11243	1.04%	SOLE
19	HOME DEPOT INC	COM	$2.3M	6927	1.04%	SOLE
20	EXXON MOBIL CORP	COM	$2.2M	13173	1.02%	SOLE
21	ISHARES TR	SELECT DIVID ETF	$2.2M	14415	0.99%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	14424	0.96%	SOLE
23	WALMART INC	COM	$2.1M	16635	0.94%	SOLE
24	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6535	0.78%	SOLE
25	COLGATE PALMOLIVE CO	COM	$1.6M	19191	0.75%	SOLE
26	AMGEN INC	COM	$1.5M	4349	0.70%	SOLE
27	CATERPILLAR INC	COM	$1.5M	2153	0.70%	SOLE
28	ALPHABET INC	CAP STK CL C	$1.5M	5101	0.67%	SOLE
29	LOWES COS INC	COM	$1.4M	5919	0.64%	SOLE
30	VANGUARD WORLD FD	HEALTH CAR ETF	$1.3M	4864	0.60%	SOLE
31	ISHARES GOLD TR	ISHARES NEW	$1.3M	14712	0.59%	SOLE
32	COCA COLA CO	COM	$1.3M	16913	0.59%	SOLE
33	RTX CORPORATION	COM	$1.3M	6493	0.57%	SOLE
34	JACOBS SOLUTIONS INC	COM	$1.2M	9782	0.57%	SOLE
35	PEPSICO INC	COM	$1.2M	7953	0.56%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.2M	19910	0.56%	SOLE
37	UNION PAC CORP	COM	$1.2M	5018	0.55%	SOLE
38	ABBOTT LABORATORIES	COM	$1.2M	11666	0.55%	SOLE
39	PROCTER & GAMBLE CO	COM	$1.1M	7681	0.51%	SOLE
40	ISHARES INC	MSCI EMERG MRKT	$1.1M	16828	0.50%	SOLE
41	CISCO SYS INC	COM	$1.1M	13762	0.49%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.0M	7121	0.48%	SOLE
43	MEDTRONIC PLC	SHS	$1.0M	11854	0.47%	SOLE
44	CSX CORP	COM	$1.0M	24800	0.46%	SOLE
45	GILEAD SCIENCES INC	COM	$1.0M	7240	0.46%	SOLE
46	AMAZON COM INC	COM	$1.0M	4804	0.46%	SOLE
47	THE CIGNA GROUP	COM	$988K	3705	0.45%	SOLE
48	WASTE MGMT INC DEL	COM	$873K	3800	0.40%	SOLE
49	NORFOLK SOUTHN CORP	COM	$860K	2996	0.39%	SOLE
50	STATE STR SPDR S&P 500 ETF T	TR UNIT	$845K	1300	0.39%	SOLE

1–50 of 179

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.