account_balance

Investment manager · 13F filer · SEC CIK 1802654

Aberdeen Wealth Management LLC

Reported value$208Mas of Jun 30, 2026
Positions427 257 new, 9 sold out
Top 10 weight53.1%VTI alone is 27%
FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 26.6% Trimmed −2%
VIG Vanguard Specialized Funds 7.1% Added +8%
IVOV Vanguard Admiral FDS Inc 5.1% Trimmed −21%
FNDX Schwab Strategic Tr 3.6% Added +26%
AMAT Applied Materials Inc 2.5% Trimmed −32%AAPL Apple Inc. 2.0% Trimmed −35%
VSS Vanguard Intl Equity Index F 1.7% Trimmed −4%
VXUS Vanguard Star FDS 1.6% Held
BRK-B Berkshire Hathaway Inc 1.5% Trimmed −31%GOOGL Alphabet Inc. 1.4% Trimmed −41%
VUSB Vanguard Bd Index FDS 1.4% Trimmed −10%
NVDA NVIDIA Corp 1.3% Trimmed −23%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
  • FNDX +26%
  • VIG +8%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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