Aberdeen Wealth Management LLC
CIK: 0001802654SEC EDGAR →
Portfolio Value
$216.0B
Holdings
176
As of
Q4 2025
New Positions
5
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 154,691 | $51.0B | 23.61% |
| 2 | VANGUARD ADMIRAL FDS INC | 118,603 | $11.0B | 5.09% |
| 3 | VANGUARD SPECIALIZED FUNDS | 47,213 | $10.0B | 4.63% |
| 4 | APPLE INC | 22,571 | $6.0B | 2.78% |
| 5 | MICROSOFT CORP | 11,420 | $5.0B | 2.31% |
| 6 | JPMORGAN CHASE & CO. | 14,962 | $4.0B | 1.85% |
| 7 | ALPHABET INC | 14,302 | $4.0B | 1.85% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 8,010 | $4.0B | 1.85% |
| 9 | SCHWAB STRATEGIC TR | 120,140 | $3.0B | 1.39% |
| 10 | VANGUARD INTL EQUITY INDEX F | 24,145 | $3.0B | 1.39% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $90.0B | 62.1% |
| Technology | 20 | $17.0B | 11.7% |
| Unknown | 8 | $9.0B | 6.2% |
| Healthcare | 18 | $8.0B | 5.5% |
| Industrials | 26 | $6.0B | 4.1% |
| Communication Services | 5 | $5.0B | 3.4% |
| Consumer Defensive | 12 | $5.0B | 3.4% |
| Consumer Cyclical | 9 | $4.0B | 2.8% |
| Energy | 5 | $1.0B | 0.7% |
| Utilities | 5 | $0 | 0.0% |
| Basic Materials | 3 | $0 | 0.0% |
| Real Estate | 2 | $0 | 0.0% |