Aberdeen Wealth Management LLC - Portfolio Stock Holdings
Aberdeen Wealth Management LLC disclosed 432 stock positions in a recent SEC 13F filing. $207,268,559 of stock holdings were filed, with the largest holdings including VTI, VIG, and IVOV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $699,137,695 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
432Est. Stock Holding Value:
$207,268,559Top Stock Holdings By Sector
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Portfolio Stock Holdings - Aberdeen Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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