Aberdeen Wealth Management LLC holds a focused book of 427 stocks worth $208.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Novartis AG-Sponsored ADR and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 27% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Aberdeen Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $814.4B |
| MORGAN STANLEY | 80 / 80 | $579.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $545.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $378.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $167.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $164.4B |
| UBS Group AG | 80 / 80 | $160.6B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $89.7B |
Ranked by how many of Aberdeen Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $55.3M | 149.5K | 26.6% | ▼−2.3% Reduced · −3K sh | |
| 2 | Vanguard Specialized Funds DIV APP ETF | $14.9M | 63.0K | 7.1% | ▲+7.8% Added · +5K sh | |
| 3 | Vanguard Admiral FDS Inc MIDCP 400 VAL | $10.6M | 92.7K | 5.1% | ▼−21% Reduced · −25K sh | |
| 4 | Schwab Strategic TR FUNDAMENTAL US L | $7.5M | 240.5K | 3.6% | ▲+26% Added · +49K sh | |
| 5 | Applied Matls Inc COM | $5.1M | 7.1K | 2.5% | ▼−32% Reduced · −3K sh | |
| 6 | Apple Inc COM | $4.2M | 14.5K | 2.0% | ▼−35% Reduced · −8K sh | |
| 7 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $3.6M | 23.1K | 1.7% | ▼−4.2% Reduced · −1K sh | |
| 8 | Vanguard Star FDS VG TL INTL STK F | $3.3M | 38.9K | 1.6% | ▲+0.1% Added · +36 sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $3.1M | 6.2K | 1.5% | ▼−31% Reduced · −3K sh | |
| 10 | Alphabet Inc CAP STK CL A | $3.0M | 8.4K | 1.4% | ▼−41% Reduced · −6K sh | |
| 11 | Vanguard BD Index FDS VANGUARD ULTRA | $2.8M | 57.2K | 1.4% | ▼−9.8% Reduced · −6K sh | |
| 12 | Nvidia Corporation COM | $2.8M | 13.9K | 1.3% | ▼−23% Reduced · −4K sh | |
| 13 | Abbvie Inc COM | $2.3M | 9.3K | 1.1% | ▼−20% Reduced · −2K sh | |
| 14 | Microsoft Corp COM | $2.2M | 6.0K | 1.1% | ▼−46% Reduced · −5K sh | |
| 15 | Ishares TR SELECT DIVID ETF | $2.2M | 14.3K | 1.1% | ▼−1.1% Reduced · −155 sh | |
| 16 | Johnson & Johnson COM | $2.2M | 8.5K | 1.0% | ▼−25% Reduced · −3K sh | |
| 17 | SPDR Gold TR GOLD SHS | $2.0M | 5.5K | 1.0% | ▼−21% Reduced · −1K sh | |
| 18 | SPDR Series Trust ST STR SP DIV | $1.9M | 12.8K | 0.9% | ▼−11% Reduced · −2K sh | |
| 19 | Automatic Data Processing In COM | $1.9M | 8.7K | 0.9% | ▼−23% Reduced · −3K sh | |
| 20 | Vanguard Index FDS SMALL CP ETF | $1.7M | 5.6K | 0.8% | ▼−15% Reduced · −967 sh | |
| 21 | Caterpillar Inc COM | $1.6M | 1.5K | 0.8% | ▼−32% Reduced · −683 sh | |
| 22 | Exxon Mobil Corp COM | $1.5M | 11.3K | 0.7% | ▼−14% Reduced · −2K sh | |
| 23 | JPMorgan Chase & Co COM | $1.5M | 4.4K | 0.7% | ▼−70% Reduced · −11K sh | |
| 24 | Home Depot Inc COM | $1.4M | 4.0K | 0.7% | ▼−42% Reduced · −3K sh | |
| 25 | Vanguard World FD HEALTH CAR ETF | $1.4M | 4.7K | 0.7% | ▼−3.1% Reduced · −149 sh | |
| 26 | Colgate Palmolive Co COM | $1.4M | 15.0K | 0.7% | ▼−22% Reduced · −4K sh | |
| 27 | Micron Technology Inc COM | $1.4M | 1.2K | 0.7% | ▼−25% Reduced · −400 sh | |
| 28 | Alphabet Inc CAP STK CL C | $1.4M | 3.8K | 0.7% | ▼−25% Reduced · −1K sh | |
| 29 | Ishares Inc MSCI EMERG MRKT | $1.3M | 17.0K | 0.6% | ▲+0.8% Added · +143 sh | |
| 30 | Union Pac Corp COM | $1.2M | 4.5K | 0.6% | ▼−10.0% Reduced · −500 sh | |
| 31 | Lowes Cos Inc COM | $1.1M | 4.8K | 0.5% | ▼−18% Reduced · −1K sh | |
| 32 | Texas Instrs Inc COM | $1.0M | 3.5K | 0.5% | ▼−17% Reduced · −700 sh | |
| 33 | CSX Corp COM | $1.0M | 21.8K | 0.5% | ▼−12% Reduced · −3K sh | |
| 34 | Jacobs Solutions Inc COM | $1.0M | 8.2K | 0.5% | ▼−16% Reduced · −2K sh | |
| 35 | Ishares Gold TR ISHARES NEW | $1.0M | 13.6K | 0.5% | ▼−7.5% Reduced · −1K sh | |
| 36 | Walmart Inc COM | $1.0M | 8.9K | 0.5% | ▼−47% Reduced · −8K sh | |
| 37 | Coca Cola Co COM | $1.0M | 12.4K | 0.5% | ▼−27% Reduced · −5K sh | |
| 38 | Novartis AG SPONSORED ADR | $947K | 6.0K | 0.5% | ▲New New position | |
| 39 | Ge Aerospace COM NEW | $922K | 2.5K | 0.4% | ▼−9.7% Reduced · −264 sh | |
| 40 | Pepsico Inc COM | $907K | 6.7K | 0.4% | ▼−16% Reduced · −1K sh | |
| 41 | Cisco Sys Inc COM | $904K | 7.7K | 0.4% | ▼−44% Reduced · −6K sh | |
| 42 | Synopsys Inc COM | $848K | 1.9K | 0.4% | —Held | |
| 43 | Abbott Laboratories COM | $843K | 9.3K | 0.4% | ▼−20% Reduced · −2K sh | |
| 44 | Vanguard Index FDS MID CAP ETF | $812K | 10.1K | 0.4% | ▲+285% Added · +7K sh | |
| 45 | Select Sector SPDR TR ST STR CARE ETF | $797K | 5.0K | 0.4% | ▼−29% Reduced · −2K sh | |
| 46 | Ge Vernova Inc COM | $788K | 671 | 0.4% | ▼−8.8% Reduced · −65 sh | |
| 47 | Waste Mgmt Inc Del COM | $782K | 3.5K | 0.4% | ▼−7.6% Reduced · −290 sh | |
| 48 | The Cigna Group COM | $776K | 2.8K | 0.4% | ▼−24% Reduced · −890 sh | |
| 49 | Select Sector SPDR TR ST STR ENERG ETF | $771K | 14.5K | 0.4% | ▼−27% Reduced · −5K sh | |
| 50 | RTX Corporation COM | $767K | 4.0K | 0.4% | ▼−38% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802654/holdings"
Use Arkolith to show Aberdeen Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 2,233 | $208.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 179 | $219.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 176 | $216.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 165 | $159.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 165 | $150.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 159 | $145.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 21, 2025 | 166 | $146.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 167 | $152.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 2, 2024 | 169 | $147.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 173 | $171.8M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 162 | $137.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 161 | $132.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 3, 2023 | 161 | $138.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 168 | $134.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 168 | $132.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 161 | $113.5M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 165 | $125.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 169 | $146.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 161 | $153.3M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 122 | $103.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 23, 2021 | 126 | $108.5M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 149 | $125.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 160 | $132.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 133 | $105.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.