Aberdeen Wealth Management LLC holds a focused book of 141 stocks worth $219.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened SHELL PLC and trimmed VANGUARD REAL ESTATE ETF. Their largest long position is VANGUARD REAL ESTATE ETF at 24% of the equity book.
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.
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.
16% 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
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 | $49.1M | 153.0K | 22.4% | ▼−1.1% Reduced · −2K sh | |
| 2 | Vanguard Specialized Funds DIV APP ETF | $12.6M | 58.4K | 5.7% | ▲+24% Added · +11K sh | |
| 3 | Vanguard Admiral FDS Inc MIDCP 400 VAL | $12.0M | 117.9K | 5.5% | ▼−0.6% Reduced · −681 sh | |
| 4 | Apple Inc COM | $5.7M | 22.5K | 2.6% | ▼−0.2% Reduced · −50 sh | |
| 5 | Schwab Strategic TR FUNDAMENTAL US L | $5.3M | 191.6K | 2.4% | ▲+59% Added · +71K sh | |
| 6 | JPMorgan Chase & Co COM | $4.4M | 15.0K | 2.0% | —Held | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $4.3M | 9.0K | 2.0% | ▲+12% Added · +950 sh | |
| 8 | Microsoft Corp COM | $4.1M | 11.2K | 1.9% | ▼−2.2% Reduced · −250 sh | |
| 9 | Alphabet Inc CAP STK CL A | $4.1M | 14.2K | 1.9% | ▼−0.6% Reduced · −90 sh | |
| 10 | Applied Matls Inc COM | $3.6M | 10.5K | 1.6% | ▼−2.1% Reduced · −225 sh | |
| 11 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $3.5M | 24.1K | 1.6% | —Held | |
| 12 | Vanguard BD Index FDS VANGUARD ULTRA | $3.2M | 63.4K | 1.4% | ▲Added Added · +63K sh | |
| 13 | Nvidia Corporation COM | $3.1M | 18.0K | 1.4% | ▼−0.8% Reduced · −145 sh | |
| 14 | SPDR Gold TR GOLD SHS | $3.0M | 7.0K | 1.4% | —Held | |
| 15 | Vanguard Star FDS VG TL INTL STK F | $3.0M | 38.9K | 1.4% | ▼−0.6% Reduced · −244 sh | |
| 16 | Johnson & Johnson COM | $2.7M | 11.2K | 1.3% | ▼−1.1% Reduced · −123 sh | |
| 17 | Abbvie Inc COM | $2.5M | 11.6K | 1.2% | ▼−0.4% Reduced · −50 sh | |
| 18 | Automatic Data Processing In COM | $2.3M | 11.2K | 1.0% | —Held | |
| 19 | Home Depot Inc COM | $2.3M | 6.9K | 1.0% | —Held | |
| 20 | Exxon Mobil Corp COM | $2.2M | 13.2K | 1.0% | ▲~0% Added · +3 sh | |
| 21 | Ishares TR SELECT DIVID ETF | $2.2M | 14.4K | 1.0% | —Held | |
| 22 | SPDR Series Trust STATE STREET SPD | $2.1M | 14.4K | 1.0% | ▼−2.4% Reduced · −350 sh | |
| 23 | Walmart Inc COM | $2.1M | 16.6K | 0.9% | ▼−3.6% Reduced · −615 sh | |
| 24 | Vanguard Index FDS SMALL CP ETF | $1.7M | 6.5K | 0.8% | ▲+9.3% Added · +554 sh | |
| 25 | Colgate Palmolive Co COM | $1.6M | 19.2K | 0.7% | ▼−0.3% Reduced · −60 sh | |
| 26 | Amgen Inc COM | $1.5M | 4.3K | 0.7% | —Held | |
| 27 | Caterpillar Inc COM | $1.5M | 2.2K | 0.7% | —Held | |
| 28 | Alphabet Inc CAP STK CL C | $1.5M | 5.1K | 0.7% | ▼−3.1% Reduced · −165 sh | |
| 29 | Lowes Cos Inc COM | $1.4M | 5.9K | 0.6% | —Held | |
| 30 | Vanguard World FD HEALTH CAR ETF | $1.3M | 4.9K | 0.6% | ▲+0.3% Added · +17 sh | |
| 31 | Ishares Gold TR ISHARES NEW | $1.3M | 14.7K | 0.6% | —Held | |
| 32 | Coca Cola Co COM | $1.3M | 16.9K | 0.6% | —Held | |
| 33 | RTX Corporation COM | $1.3M | 6.5K | 0.6% | ▼−1.5% Reduced · −100 sh | |
| 34 | Jacobs Solutions Inc COM | $1.2M | 9.8K | 0.6% | —Held | |
| 35 | Pepsico Inc COM | $1.2M | 8.0K | 0.6% | ▼−1.2% Reduced · −98 sh | |
| 36 | Select Sector SPDR TR STATE STREET ENE | $1.2M | 19.9K | 0.6% | —Held | |
| 37 | Union Pac Corp COM | $1.2M | 5.0K | 0.6% | —Held | |
| 38 | Abbott Laboratories COM | $1.2M | 11.7K | 0.5% | ▼−0.4% Reduced · −49 sh | |
| 39 | Procter & Gamble Co COM | $1.1M | 7.7K | 0.5% | ▼−1.0% Reduced · −75 sh | |
| 40 | Ishares Inc MSCI EMERG MRKT | $1.1M | 16.8K | 0.5% | —Held | |
| 41 | Cisco Sys Inc COM | $1.1M | 13.8K | 0.5% | ▼−0.2% Reduced · −24 sh | |
| 42 | Select Sector SPDR TR STATE STREET HEA | $1.0M | 7.1K | 0.5% | —Held | |
| 43 | Medtronic PLC SHS | $1.0M | 11.9K | 0.5% | —Held | |
| 44 | CSX Corp COM | $1.0M | 24.8K | 0.5% | —Held | |
| 45 | Gilead Sciences Inc COM | $1.0M | 7.2K | 0.5% | ▲~0% Added · +1 sh | |
| 46 | Amazon Com Inc COM | $1.0M | 4.8K | 0.5% | ▼−1.6% Reduced · −80 sh | |
| 47 | The Cigna Group COM | $988K | 3.7K | 0.5% | —Held | |
| 48 | Waste Mgmt Inc Del COM | $873K | 3.8K | 0.4% | —Held | |
| 49 | Norfolk Southn Corp COM | $860K | 3.0K | 0.4% | ▼−2.4% Reduced · −74 sh | |
| 50 | State STR SPDR S&P 500 ETF T TR UNIT | $845K | 1.3K | 0.4% | ▼−6.1% Reduced · −84 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 128 | $93.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.