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 $219.4M across 179 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($49.1M, 22.37%), VIG ($12.6M, 5.73%), IVOV ($12.0M, 5.48%), AAPL ($5.7M, 2.60%), FNDX ($5.3M, 2.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $49.1M | 22.37% | 152,967 | Trimmed |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $12.6M | 5.73% | 58,417 | Added |
| 3 | IVOV | VANGUARD ADMIRAL FDS INC | $12.0M | 5.48% | 117,922 | Trimmed |
| 4 | AAPL | APPLE INC | $5.7M | 2.60% | 22,521 | Trimmed |
| 5 | FNDX | SCHWAB STRATEGIC TR | $5.3M | 2.43% | 191,609 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $4.4M | 2.01% | 14,962 | Hold |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.3M | 1.96% | 8,960 | Added |
| 8 | MSFT | MICROSOFT CORP | $4.1M | 1.88% | 11,170 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $4.1M | 1.86% | 14,212 | Trimmed |
| 10 | AMAT | APPLIED MATLS INC | $3.6M | 1.64% | 10,515 | Trimmed |
| 11 | VSS | VANGUARD INTL EQUITY INDEX F | $3.5M | 1.60% | 24,145 | Hold |
| 12 | VUSB | VANGUARD BD INDEX FDS | $3.2M | 1.44% | 63,411 | New |
| 13 | NVDA | NVIDIA CORPORATION | $3.1M | 1.43% | 17,980 | Trimmed |
| 14 | VXUS | VANGUARD STAR FDS | $3.0M | 1.37% | 38,896 | Trimmed |
| 15 | GLD | SPDR GOLD TR | $3.0M | 1.37% | 6,992 | Hold |
| 16 | JNJ | JOHNSON & JOHNSON | $2.7M | 1.25% | 11,249 | Trimmed |
| 17 | ABBV | ABBVIE INC | $2.5M | 1.15% | 11,628 | Trimmed |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | $2.3M | 1.04% | 11,243 | Hold |
| 19 | HD | HOME DEPOT INC | $2.3M | 1.04% | 6,927 | Hold |
| 20 | XOM | EXXON MOBIL CORP | $2.2M | 1.02% | 13,173 | Added |
| 21 | DVY | ISHARES TR | $2.2M | 0.99% | 14,415 | Hold |
| 22 | SDY | SPDR SERIES TRUST | $2.1M | 0.96% | 14,424 | Trimmed |
| 23 | WMT | WALMART INC | $2.1M | 0.94% | 16,635 | Trimmed |
| 24 | VB | VANGUARD INDEX FDS | $1.7M | 0.78% | 6,535 | Added |
| 25 | CL | COLGATE PALMOLIVE CO | $1.6M | 0.75% | 19,191 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31