Aberdeen Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    lake bluff, IL
  • Num holdings

    165

  • Value ($000)

    $159,207

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001802654
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVOV

VANGUARD ADMIRAL FDS INC

MIDCP 400 VAL
921932844
$11.94M
8 %

118,492

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$9.07M
6 %

42,034

M
MSFT

MICROSOFT CORP

COM
594918104
$6.43M
4 %

12,424

A
AAPL

APPLE INC

COM
037833100
$5.76M
4 %

22,627

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$4.68M
3 %

14,833

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.00M
3 %

7,962

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.44M
2 %

14,154

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.41M
2 %

18,280

V
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
922042718
$3.38M
2 %

23,690

V
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$3.37M
2 %

67,481

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