Aberdeen Wealth Management LLC Top Holdings and 13F Report (2026) About Aberdeen Wealth Management LLCInvestment ActivityAberdeen Wealth Management LLC has $208.35 million in total holdings as of June 30, 2026.Aberdeen Wealth Management LLC owns shares of 427 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 7.44% of the portfolio was purchased this quarter.About 24.23% of the portfolio was sold this quarter.This quarter, Aberdeen Wealth Management LLC has purchased 179 new stocks and bought additional shares in 7 stocks.Aberdeen Wealth Management LLC sold shares of 134 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $55,319,415Vanguard Dividend Appreciation ETF $14,895,715Vanguard S&P Mid-Cap 400 Value ETF $10,570,800Schwab Fundamental U.S. Large Company ETF $7,479,989Applied Materials $5,140,516 Largest New Holdings this Quarter 66987V109 - Novartis $947,373 Holding25179M103 - Devon Energy $486,336 Holding874039100 - Taiwan Semiconductor Manufacturing $480,914 Holding11133T103 - Broadridge Financial Solutions $248,428 Holding670100205 - Novo Nordisk A/S $237,111 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company ETF 48,905 shares (about $1.52M)Vanguard Dividend Appreciation ETF 4,535 shares (about $1.07M)Novartis 6,045 shares (about $947.37K)Vanguard Mid-Cap ETF 7,464 shares (about $601.40K)Devon Energy 11,770 shares (about $486.34K) Largest Sales this Quarter JPMorgan Chase & Co. 10,523 shares (about $3.44M)Vanguard S&P Mid-Cap 400 Value ETF 25,253 shares (about $2.88M)Applied Materials 3,405 shares (about $2.46M)Apple 7,994 shares (about $2.31M)Alphabet 5,845 shares (about $2.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAberdeen Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$55,319,415$1,284,786 â–¼-2.3%149,49526.6%ETFVIGVanguard Dividend Appreciation ETF$14,895,715$1,073,073 â–²7.8%62,9527.1%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$10,570,800$2,880,623 â–¼-21.4%92,6695.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$7,479,989$1,520,946 â–²25.5%240,5143.6%ETFAMATApplied Materials$5,140,516$2,461,808 â–¼-32.4%7,1102.5%TechnologyAAPLApple$4,203,584$2,313,172 â–¼-35.5%14,5272.0%TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,569,527$155,673 â–¼-4.2%23,1361.7%ETFVXUSVanguard Total International Stock ETF$3,328,291$3,078 â–²0.1%38,9321.6%ETFBRK.BBerkshire Hathaway$3,082,991$1,360,960 â–¼-30.6%6,2161.5%FinanceGOOGLAlphabet$2,990,117$2,088,829 â–¼-41.1%8,3671.4%Communication ServicesVUSBVanguard Ultra-Short Bond ETF$2,846,165$310,372 â–¼-9.8%57,1761.4%ETFNVDANVIDIA$2,783,255$814,367 â–¼-22.6%13,9101.3%TechnologyABBVAbbVie$2,334,212$591,857 â–¼-20.2%9,2761.1%HealthcareMSFTMicrosoft$2,231,921$1,934,978 â–¼-46.4%5,9831.1%TechnologyDVYiShares Select Dividend ETF$2,228,839$24,227 â–¼-1.1%14,2601.1%ETFJNJJohnson & Johnson$2,155,276$701,747 â–¼-24.6%8,4861.0%HealthcareGLDSPDR Gold Shares$2,026,827$548,886 â–¼-21.3%5,5021.0%ETFSDYSPDR S&P Dividend ETF$1,949,716$245,312 â–¼-11.2%12,8120.9%ETFADPAutomatic Data Processing$1,943,588$574,186 â–¼-22.8%8,6790.9%IndustrialsVBVanguard Small-Cap ETF$1,687,696$293,104 â–¼-14.8%5,5680.8%ETFCATCaterpillar$1,565,798$727,510 â–¼-31.7%1,4700.8%IndustrialsXOMExxonMobil$1,542,956$257,980 â–¼-14.3%11,2860.7%EnergyJPMJPMorgan Chase & Co.$1,453,019$3,444,496 â–¼-70.3%4,4390.7%FinanceHDHome Depot$1,413,319$1,029,921 â–¼-42.2%4,0070.7%Consumer DiscretionaryVHTVanguard Health Care ETF$1,409,797$44,551 â–¼-3.1%4,7150.7%ETFCLColgate-Palmolive$1,378,042$381,389 â–¼-21.7%15,0310.7%Consumer StaplesMUMicron Technology$1,375,915$461,716 â–¼-25.1%1,1920.7%TechnologyGOOGAlphabet$1,358,031$444,080 â–¼-24.6%3,8440.7%Communication ServicesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,277,554$10,765 â–²0.8%16,9710.6%ETFUNPUnion Pacific$1,228,896$136,000 â–¼-10.0%4,5180.6%IndustrialsLOWLowe's Companies$1,067,174$237,909 â–¼-18.2%4,8400.5%Consumer DiscretionaryTXNTexas Instruments$1,037,285$208,649 â–¼-16.7%3,4800.5%TechnologyCSXCSX$1,036,154$142,590 â–¼-12.1%21,8000.5%IndustrialsJJacobs Solutions$1,030,932$201,600 â–¼-16.4%8,1820.5%IndustrialsIAUiShares Gold Trust$1,027,844$83,061 â–¼-7.5%13,6120.5%ETFWALMART INC$1,007,449$876,634 â–¼-46.5%8,8950.5%COMKOCocaCola$1,006,447$368,072 â–¼-26.8%12,3840.5%Consumer StaplesNVSNovartis$947,373$947,373 â–²New Holding6,0450.5%HealthcareGEGE Aerospace$922,365$98,665 â–¼-9.7%2,4680.4%IndustrialsPEPPepsiCo$906,767$170,061 â–¼-15.8%6,6970.4%Consumer StaplesCSCOCisco Systems$903,853$712,628 â–¼-44.1%7,6950.4%TechnologySNPSSynopsys$847,5330.0%1,9000.4%TechnologyABTAbbott Laboratories$843,043$215,502 â–¼-20.4%9,2910.4%HealthcareVOVanguard Mid-Cap ETF$812,094$601,396 â–²285.4%10,0790.4%ETFXLVHealth Care Select Sector SPDR Fund$797,427$332,393 â–¼-29.4%5,0260.4%ETFGE VERNOVA INC$788,331$76,366 â–¼-8.8%6710.4%COMWMWaste Management$782,309$64,635 â–¼-7.6%3,5100.4%IndustrialsCICigna Group$775,910$245,314 â–¼-24.0%2,8150.4%HealthcareXLEEnergy Select Sector SPDR Fund$770,626$286,794 â–¼-27.1%14,5100.4%ETFRTXRTX$767,080$464,839 â–¼-37.7%4,0430.4%IndustrialsPGProcter & Gamble$766,975$359,437 â–¼-31.9%5,2300.4%Consumer StaplesAMZNAmazon.com$757,683$387,303 â–¼-33.8%3,1790.4%Consumer DiscretionaryNSCNorfolk Southern$745,936$196,630 â–¼-20.9%2,3710.4%IndustrialsSTZConstellation Brands$737,177$25,036 â–¼-3.3%5,3000.4%Consumer StaplesAMDAdvanced Micro Devices$714,520$116,182 â–¼-14.0%1,2300.3%TechnologyBACBank of America$698,4610.0%12,2580.3%FinanceVYMVanguard High Dividend Yield ETF$674,127$31,289 â–¼-4.4%4,2660.3%ETFAEPAmerican Electric Power$624,265$67,721 â–¼-9.8%4,5630.3%UtilitiesAMGNAmgen$558,385$1,016,463 â–¼-64.5%1,5420.3%HealthcareEFAiShares MSCI EAFE ETF$553,369$71,677 â–¼-11.5%5,3270.3%ETFORLYO'Reilly Automotive$552,540$138,135 â–¼-20.0%6,0000.3%Consumer DiscretionaryUPSUnited Parcel Service$547,122$305,330 â–¼-35.8%5,0890.3%IndustrialsCVXChevron$536,897$108,241 â–¼-16.8%3,2390.3%EnergyIBMInternational Business Machines$522,208$281,773 â–¼-35.0%1,8570.3%TechnologyINTCIntel$513,838$628,335 â–¼-55.0%3,6800.2%TechnologyMDTMedtronic$509,120$418,217 â–¼-45.1%6,5080.2%HealthcareTGTTarget$491,3550.0%3,7620.2%Consumer StaplesDVNDevon Energy$486,336$486,336 â–²New Holding11,7700.2%EnergyTSMTaiwan Semiconductor Manufacturing$480,914$480,914 â–²New Holding1,0070.2%TechnologyMAMastercard$476,455$389,173 â–¼-45.0%9280.2%FinanceFASTFastenal$473,576$288,180 â–¼-37.8%9,8600.2%IndustrialsEFXEquifax$460,2880.0%2,9000.2%IndustrialsMETAMeta Platforms$460,124$109,415 â–¼-19.2%1,9050.2%Communication ServicesWATWaters$449,297$506,303 â–¼-53.0%1,1980.2%HealthcareSPYSPDR S&P 500 ETF Trust$448,062$522,739 â–¼-53.8%6000.2%ETFCTASCintas$447,310$85,040 â–¼-16.0%2,6300.2%IndustrialsLLYEli Lilly and Company$443,790$409,006 â–¼-48.0%3700.2%HealthcareIJHiShares Core S&P Mid-Cap ETF$441,4550.0%5,7250.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$436,7740.0%6210.2%ETFCOSTCostco Wholesale$435,974$233,892 â–¼-34.9%4660.2%Consumer StaplesMMM3M$427,559$70,909 â–¼-14.2%2,6410.2%IndustrialsVMCVulcan Materials$420,685$132,755 â–¼-24.0%1,4260.2%MaterialsEBAYeBay$420,616$581,532 â–¼-58.0%3,7640.2%Consumer DiscretionaryMARSH & MCLENNAN COS INC$406,0090.0%2,4360.2%COMCHKPCheck Point Software Technologies$401,520$174,802 â–¼-30.3%3,0550.2%TechnologySOSouthern$397,676$413,277 â–¼-51.0%4,1550.2%UtilitiesAXPAmerican Express$396,092$216,481 â–¼-35.3%1,1710.2%FinanceMCDMcDonald's$387,625$243,279 â–¼-38.6%1,4340.2%Consumer DiscretionaryDISWalt Disney$382,375$291,810 â–¼-43.3%3,9730.2%Communication ServicesSLViShares Silver Trust$364,9330.0%6,8250.2%ETFSYKStryker$359,233$80,599 â–¼-18.3%1,1410.2%HealthcareIJRiShares Core S&P Small-Cap ETF$352,3840.0%2,3760.2%ETFSYYSysco$329,891$157,716 â–¼-32.3%3,9470.2%Consumer StaplesBSXBoston Scientific$329,4900.0%7,7200.2%HealthcareMOAltria Group$308,306$86,340 â–¼-21.9%4,2850.1%Consumer StaplesDEDeere & Company$307,249$344,703 â–¼-52.9%4840.1%IndustrialsBMYBristol Myers Squibb$307,056$11,524 â–¼-3.6%5,3290.1%HealthcareEXPDExpeditors International of Washington$306,565$248,544 â–¼-44.8%1,8810.1%IndustrialsWELLWelltower$306,4100.0%1,3500.1%Real EstateIWRiShares Russell Mid-Cap ETF$291,2450.0%2,6400.1%ETFShowing largest 100 holdings. 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