StockDriftsStockDriftsTop 50 Aberdeen Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 26.55% | 149.5K | $55.3M | -2.27%(-3.47K) | $331.72(+15.57%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.15% | 63.0K | $14.9M | +7.76%(+4.54K) | $159.79(+53.37%) | 2026-06-30 | |
| IVOV | VANGUARD ADMIRAL FDS INC | 5.07% | 92.7K | $10.6M | -21.42%(-25.25K) | $63.49(+84.13%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.59% | 240.5K | $7.5M | +25.52%(+48.91K) | $25.85(+25.91%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.47% | 7.1K | $5.1M | -32.38%(-3.40K) | $59.22(+797.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.02% | 14.5K | $4.2M | -35.50%(-7.99K) | $111.02(+175.08%) | 2026-06-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 1.71% | 23.1K | $3.6M | -4.18%(-1.01K) | $109.91(+45.52%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 1.6% | 38.9K | $3.3M | +0.09%(+36) | $58.48(+50.70%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.48% | 6.2K | $3.1M | -30.63%(-2.74K) | $313.30(+60.02%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.44% | 8.4K | $3.0M | -41.13%(-5.84K) | $93.98(+266.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.15% | +56.68% | +10.06% | +61.51% |
| Top 20 Holdings Unweighted | +17.58% | +62.57% | +9.94% | +60.64% |
Aberdeen Wealth Management LLC reports $208.35M in US-listed equity holdings across 427 positions in its most recent 13F filing. Its largest disclosed positions are VTI (26.6%), VIG (7.2%) and IVOV (5.1%). The top 20 holdings account for 63.73% of reported assets. Its disclosed equity book has returned +56.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Aberdeen Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Aberdeen Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802654). View Aberdeen Wealth Management LLC’s 13F filings on SEC