Aberdeen Wealth Management LLC Top Holdings and 13F Report (2026)

About Aberdeen Wealth Management LLC

Investment Activity

Aberdeen Wealth Management LLC has $219.42 million in total holdings as of March 31, 2026.
Aberdeen Wealth Management LLC owns shares of 179 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 4.41% of the portfolio was purchased this quarter.
About 1.51% of the portfolio was sold this quarter.
This quarter, Aberdeen Wealth Management LLC has purchased 176 new stocks and bought additional shares in 17 stocks.
Aberdeen Wealth Management LLC sold shares of 52 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $49,073,307
Vanguard Dividend Appreciation ETF: $12,563,187
Vanguard S&P Mid-Cap 400 Value ETF: $12,022,183
Apple: $5,715,685
Schwab Fundamental U.S. Large Company ETF: $5,336,311

Largest New Holdings this Quarter

92203C303 - Vanguard Ultra-Short Bond ETF: $3,156,900 Holding
670657105 - Nuveen AMT-Free Quality Municipal Income Fund: $264,511 Holding
464287499 - iShares Russell Mid-Cap ETF: $256,687 Holding
780259305 - Shell: $225,525 Holding
58933Y105 - Merck & Co., Inc.: $217,783 Holding

Largest Purchases this Quarter

Vanguard Ultra-Short Bond ETF: 63,411 shares (about $3.16M)
Vanguard Dividend Appreciation ETF: 11,204 shares (about $2.41M)
Schwab Fundamental U.S. Large Company ETF: 71,469 shares (about $1.99M)
Berkshire Hathaway: 950 shares (about $455.24K)
Nuveen AMT-Free Quality Municipal Income Fund: 23,554 shares (about $264.51K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 1,724 shares (about $553.08K)
Microsoft: 250 shares (about $92.54K)
Applied Materials: 225 shares (about $76.91K)
WALMART INC: 615 shares (about $76.43K)
Fastenal: 1,567 shares (about $72.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$49,073,307	$553,076 â–¼	-1.1%	152,967	22.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$12,563,187	$2,409,537 â–²	23.7%	58,417	5.7%	ETF
IVOV Vanguard S&P Mid-Cap 400 Value ETF	$12,022,183	$69,428 â–¼	-0.6%	117,922	5.5%	ETF
AAPL Apple	$5,715,685	$12,690 â–¼	-0.2%	22,521	2.6%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company ETF	$5,336,311	$1,990,412 â–²	59.5%	191,609	2.4%	ETF
JPM JPMorgan Chase & Co.	$4,401,222		0.0%	14,962	2.0%	Finance
BRK.B Berkshire Hathaway	$4,293,632	$455,240 â–²	11.9%	8,960	2.0%	Finance
MSFT Microsoft	$4,134,867	$92,544 â–¼	-2.2%	11,170	1.9%	Computer and Technology
GOOGL Alphabet	$4,086,803	$25,880 â–¼	-0.6%	14,212	1.9%	Computer and Technology
AMAT Applied Materials	$3,594,057	$76,906 â–¼	-2.1%	10,515	1.6%	Computer and Technology
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$3,520,083		0.0%	24,145	1.6%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$3,156,900	$3,156,900 â–²	New Holding	63,411	1.4%	ETF
NVDA NVIDIA	$3,135,712	$25,288 â–¼	-0.8%	17,980	1.4%	Computer and Technology
GLD SPDR Gold Shares	$3,008,588		0.0%	6,992	1.4%	Finance
VXUS Vanguard Total International Stock ETF	$2,999,289	$18,815 â–¼	-0.6%	38,896	1.4%	ETF
JNJ Johnson & Johnson	$2,749,612	$30,065 â–¼	-1.1%	11,249	1.3%	Medical
ABBV AbbVie	$2,528,974	$10,875 â–¼	-0.4%	11,628	1.2%	Medical
ADP Automatic Data Processing	$2,284,363		0.0%	11,243	1.0%	Computer and Technology
HD Home Depot	$2,278,259		0.0%	6,927	1.0%	Retail/Wholesale
XOM ExxonMobil	$2,234,880	$509 â–²	0.0%	13,173	1.0%	Energy
DVY iShares Select Dividend ETF	$2,182,575		0.0%	14,415	1.0%	ETF
SDY SPDR S&P Dividend ETF	$2,104,991	$51,078 â–¼	-2.4%	14,424	1.0%	ETF
WALMART INC	$2,067,414	$76,433 â–¼	-3.6%	16,635	0.9%	COM
VB Vanguard Small-Cap ETF	$1,711,718	$145,110 â–²	9.3%	6,535	0.8%	ETF
CL Colgate-Palmolive	$1,635,649	$5,114 â–¼	-0.3%	19,191	0.7%	Consumer Staples
AMGN Amgen	$1,530,124		0.0%	4,349	0.7%	Medical
CAT Caterpillar	$1,525,468		0.0%	2,153	0.7%	Industrials
GOOG Alphabet	$1,463,276	$47,332 â–¼	-3.1%	5,101	0.7%	Computer and Technology
LOW Lowe's Companies	$1,398,485		0.0%	5,919	0.6%	Retail/Wholesale
VHT Vanguard Health Care ETF	$1,324,521	$4,629 â–²	0.4%	4,864	0.6%	ETF
IAU iShares Gold Trust	$1,297,010		0.0%	14,712	0.6%	Finance
KO CocaCola	$1,286,234		0.0%	16,913	0.6%	Consumer Staples
RTX RTX	$1,252,500	$19,290 â–¼	-1.5%	6,493	0.6%	Aerospace
J Jacobs Solutions	$1,245,053		0.0%	9,782	0.6%	Business Services
PEP PepsiCo	$1,235,079	$15,219 â–¼	-1.2%	7,953	0.6%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$1,219,687		0.0%	19,910	0.6%	ETF
UNP Union Pacific	$1,217,467		0.0%	5,018	0.6%	Transportation
ABT Abbott Laboratories	$1,197,755	$5,031 â–¼	-0.4%	11,666	0.5%	Medical
PG Procter & Gamble	$1,109,427	$10,833 â–¼	-1.0%	7,681	0.5%	Consumer Staples
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$1,089,296		0.0%	16,828	0.5%	ETF
CSCO Cisco Systems	$1,067,800	$1,862 â–¼	-0.2%	13,762	0.5%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$1,044,010		0.0%	7,121	0.5%	ETF
MDT Medtronic	$1,027,161		0.0%	11,854	0.5%	Medical
CSX CSX	$1,018,040		0.0%	24,800	0.5%	Transportation
GILD Gilead Sciences	$1,009,070	$139 â–²	0.0%	7,240	0.5%	Medical
AMZN Amazon.com	$1,000,529	$16,662 â–¼	-1.6%	4,804	0.5%	Retail/Wholesale
CI Cigna Group	$988,441		0.0%	3,705	0.5%	Medical
WM Waste Management	$873,202		0.0%	3,800	0.4%	Business Services
NSC Norfolk Southern	$859,780	$21,236 â–¼	-2.4%	2,996	0.4%	Transportation
SPY SPDR S&P 500 ETF Trust	$845,442	$54,629 â–¼	-6.1%	1,300	0.4%	Finance
MA Mastercard	$842,230		0.0%	1,686	0.4%	Business Services
STZ Constellation Brands	$822,000	$5,250 â–¼	-0.6%	5,480	0.4%	Consumer Staples
SO Southern	$817,834	$28,957 â–¼	-3.4%	8,473	0.4%	Utilities
EBAY eBay	$816,245	$43,233 â–¼	-5.0%	8,968	0.4%	Retail/Wholesale
TXN Texas Instruments	$811,505		0.0%	4,180	0.4%	Computer and Technology
CVX Chevron	$805,255	$10,345 â–¼	-1.3%	3,892	0.4%	Energy
UPS United Parcel Service	$780,021	$3,148 â–¼	-0.4%	7,929	0.4%	Transportation
GE GE Aerospace	$775,260	$25,256 â–¼	-3.2%	2,732	0.4%	Aerospace
WAT Waters	$758,794	$15,188 â–²	2.0%	2,548	0.3%	Medical
SNPS Synopsys	$753,312		0.0%	1,900	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$751,032	$81,278 â–²	12.1%	2,615	0.3%	ETF
FAST Fastenal	$735,904	$72,709 â–¼	-9.0%	15,860	0.3%	Retail/Wholesale
MCD McDonald's	$725,384	$15,540 â–¼	-2.1%	2,334	0.3%	Retail/Wholesale
META Meta Platforms	$723,358	$8,589 â–¼	-1.2%	2,358	0.3%	Computer and Technology
COST Costco Wholesale	$713,482		0.0%	716	0.3%	Retail/Wholesale
IBM International Business Machines	$692,993		0.0%	2,859	0.3%	Computer and Technology
ORLY O'Reilly Automotive	$692,325	$9,600 â–¼	-1.4%	7,500	0.3%	Retail/Wholesale
DIS Walt Disney	$675,114	$6,650 â–¼	-1.0%	7,005	0.3%	Consumer Discretionary
AEP American Electric Power	$663,003		0.0%	5,058	0.3%	Utilities
VYM Vanguard High Dividend Yield ETF	$661,099	$296 â–²	0.0%	4,464	0.3%	Financial Services
LLY Eli Lilly and Company	$653,956		0.0%	711	0.3%	Medical
CTRA Coterra Energy	$648,790		0.0%	18,463	0.3%	Energy
GE VERNOVA INC	$642,454		0.0%	736	0.3%	COM
CHKP Check Point Software Technologies	$626,397		0.0%	4,385	0.3%	Computer and Technology
BKNG Booking	$619,808		0.0%	147	0.3%	Retail/Wholesale
BAC Bank of America	$597,578	$18,769 â–¼	-3.0%	12,258	0.3%	Finance
EFA iShares MSCI EAFE ETF	$584,431		0.0%	6,017	0.3%	Finance
DE Deere & Company	$578,607		0.0%	1,027	0.3%	Industrials
LINDE PLC	$575,082		0.0%	1,160	0.3%	SHS
IVV iShares Core S&P 500 ETF	$574,825		0.0%	880	0.3%	ETF
AXP American Express	$547,791		0.0%	1,811	0.2%	Finance
MU Micron Technology	$537,841	$7,432 â–²	1.4%	1,592	0.2%	Computer and Technology
ITW Illinois Tool Works	$537,099	$13,017 â–¼	-2.4%	2,063	0.2%	Industrials
CTAS Cintas	$529,408		0.0%	3,130	0.2%	Business Services
EFX Equifax	$522,203		0.0%	2,900	0.2%	Business Services
ADI Analog Devices	$521,605	$318 â–²	0.1%	1,640	0.2%	Computer and Technology
IDXX IDEXX Laboratories	$518,624	$19,666 â–¼	-3.7%	923	0.2%	Medical
VMC Vulcan Materials	$510,835		0.0%	1,876	0.2%	Construction
FDX FedEx	$507,200	$35,618 â–¼	-6.6%	1,424	0.2%	Transportation
KIMBERLY-CLARK CORP	$506,275		0.0%	5,248	0.2%	COM
EXPD Expeditors International of Washington	$487,841	$7,161 â–¼	-1.4%	3,406	0.2%	Transportation
BSX Boston Scientific	$484,430		0.0%	7,720	0.2%	Medical
SLV iShares Silver Trust	$465,056		0.0%	6,825	0.2%	ETF
SYK Stryker	$459,040		0.0%	1,397	0.2%	Medical
TGT Target	$455,954		0.0%	3,762	0.2%	Retail/Wholesale
COR Cencora	$449,631		0.0%	1,431	0.2%	Medical
MMM 3M	$447,111		0.0%	3,079	0.2%	Multi-Sector Conglomerates
MARSH & MCLENNAN COS INC	$422,524		0.0%	2,436	0.2%	COM
ENB Enbridge	$418,719	$5,468 â–¼	-1.3%	7,734	0.2%	Energy
SYY Sysco	$416,139		0.0%	5,834	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Aberdeen Wealth Management LLC Top Holdings and 13F Report (2026)

About Aberdeen Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Aberdeen Wealth Management LLC Top Holdings and 13F Report (2026)

About Aberdeen Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAberdeen Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools