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Aberdeen Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    lake bluff, IL
  • Num holdings

    179

  • Value ($000)

    $219,419

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$49.07M
22 %

152,967

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$12.56M
6 %

58,417

I
IVOV

VANGUARD ADMIRAL FDS INC

MIDCP 400 VAL
921932844
$12.02M
6 %

117,922

A
AAPL

APPLE INC

COM
037833100
$5.72M
3 %

22,521

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$5.34M
2 %

191,609

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$4.4M
2 %

14,962

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.29M
2 %

8,960

M
MSFT

MICROSOFT CORP

COM
594918104
$4.13M
2 %

11,170

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.09M
2 %

14,212

A
AMAT

APPLIED MATLS INC

COM
038222105
$3.59M
2 %

10,515

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