Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aberdeen Wealth Management LLC (CIK 1802654) reported $208.3M across 427 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($55.3M, 26.55%), VIG ($14.9M, 7.15%), IVOV ($10.6M, 5.07%), FNDX ($7.5M, 3.59%), AMAT ($5.1M, 2.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $55.3M | 26.55% | 149,495 | Trimmed |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $14.9M | 7.15% | 62,952 | Added |
| 3 | IVOV | VANGUARD ADMIRAL FDS INC | $10.6M | 5.07% | 92,669 | Trimmed |
| 4 | FNDX | SCHWAB STRATEGIC TR | $7.5M | 3.59% | 240,514 | Added |
| 5 | AMAT | APPLIED MATLS INC | $5.1M | 2.47% | 7,110 | Trimmed |
| 6 | AAPL | APPLE INC | $4.2M | 2.02% | 14,527 | Trimmed |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.71% | 23,136 | Trimmed |
| 8 | VXUS | VANGUARD STAR FDS | $3.3M | 1.60% | 38,932 | Added |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.48% | 6,216 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $3.0M | 1.44% | 8,367 | Trimmed |
| 11 | VUSB | VANGUARD BD INDEX FDS | $2.8M | 1.37% | 57,176 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $2.8M | 1.34% | 13,910 | Trimmed |
| 13 | ABBV | ABBVIE INC | $2.3M | 1.12% | 9,276 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $2.2M | 1.07% | 5,983 | Trimmed |
| 15 | DVY | ISHARES TR | $2.2M | 1.07% | 14,260 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $2.2M | 1.03% | 8,486 | Trimmed |
| 17 | GLD | SPDR GOLD TR | $2.0M | 0.97% | 5,502 | Trimmed |
| 18 | SDY | SPDR SERIES TRUST | $1.9M | 0.94% | 12,812 | Trimmed |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $1.9M | 0.93% | 8,679 | Trimmed |
| 20 | VB | VANGUARD INDEX FDS | $1.7M | 0.81% | 5,568 | Trimmed |
| 21 | CAT | CATERPILLAR INC | $1.6M | 0.75% | 1,470 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $1.5M | 0.74% | 11,286 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $1.5M | 0.70% | 4,439 | Trimmed |
| 24 | VHT | VANGUARD WORLD FD | $1.4M | 0.68% | 4,715 | Trimmed |
| 25 | HD | HOME DEPOT INC | $1.4M | 0.68% | 4,007 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30