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CIK: 0001802654
Total reported value
$208.3M
$208.3M
165 檔
16.9%
During the Q2 2025 filing period, Aberdeen Wealth Management LLC (CIK: 0001802654) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $208.3M across 165 reported positions.
In Q2 2025, Aberdeen Wealth Management LLC displayed an active expansion posture, initiating 13 new positions and adding to 37 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVOV, VIG, MSFT) accounted for 16.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPY
市值: $816.8K
Top Position Liquidated / Trimmed
NVS
前期市值: $1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 7.55% | -0.41% | -1.64% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.73% | +1.42% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.09% | -0.81% | +0.01% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.58% | +0.00% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.92% | -1.31% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.57% | -0.48% | — | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 2.36% | -0.11% | +0.01% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.32% | -0.07% | +10.30% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.11% | +0.11% | +0.05% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | -0.09% | +1.13% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.75% | +0.23% | — | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | -0.36% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | -0.42% | +0.73% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.48% | +1.16% | +4.60% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.48% | -0.03% | -2.72% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.44% | -0.40% | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.34% | +0.08% | — | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.34% | -0.02% | +0.02% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.28% | +0.83% | +0.02% | |
| 20 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.24% | -0.09% | — | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.23% | -0.46% | +0.02% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.22% | -2.18% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.07% | -0.15% | -1.07% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.28% | +0.05% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.13% | +0.02% | |
| 26 | J | Jacobs Solutions Inc | Stock-Industrials | 0.85% | -0.08% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.14% | +0.06% | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 0.82% | -0.08% | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | -0.43% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | -0.11% | -1.15% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | +0.04% | — | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.73% | -0.23% | — | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.12% | +0.02% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.69% | +0.11% | — | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | -0.06% | -1.68% | |
| 36 | SNPS | Synopsys Inc | Stock-Tech | 0.65% | +0.07% | — | |
| 37 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.64% | -0.10% | -0.45% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.10% | +2.33% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.20% | — | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.64% | -0.10% | -1.73% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.15% | — | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.13% | — | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.62% | -0.10% | — | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.60% | -0.02% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.02% | +0.02% | |
| 46 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.60% | -0.02% | — | |
| 47 | WAT | Waters CORP | Stock-Healthcare | 0.59% | -0.13% | — | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | +0.13% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.11% | +2.26% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.57% | -0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +0.01% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | +1.13% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | — | Unchanged |
| 5 | EFA | Ishares Msci Eafe ETF | +0.4% | NEW | New buy |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +0.05% | Add |
| 7 | AMAT | Applied Materials Inc | +0.2% | +0.02% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.73% | Add |
| 9 | AMTM | Amentum Holdings Inc | +0.2% | NEW | New buy |
| 10 | CAH | Cardinal Health Inc | +0.2% | NEW | New buy |
| 11 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +10.30% | Add |
| 12 | DOV | Dover CORP | +0.1% | NEW | New buy |
| 13 | AMP | Ameriprise Financial Inc | +0.1% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +2.26% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 17 | VXUS | Vanguard Total Intl Stock | +0.1% | — | Unchanged |
| 18 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 19 | BKNG | Booking Holdings Inc | +0.1% | — | Unchanged |
| 20 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 21 | VIG | Vanguard Dividend Apprec ETF | +0.1% | — | Unchanged |
| 22 | SNPS | Synopsys Inc | +0.1% | — | Unchanged |
| 23 | GE | General Electric | +0.1% | — | Unchanged |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 25 | WMT | Walmart Inc | +0.1% | +0.02% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +2.33% | Add |
| 27 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 28 | IDXX | Idexx Laboratories Inc | +0.1% | — | Unchanged |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +4.60% | Add |
| 30 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 31 | TXN | Texas Instruments Inc | +0.1% | — | Unchanged |
| 32 | MELI | Mercadolibre Inc | +0.1% | — | Unchanged |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +0.02% | Add |
| 34 | AXP | American Express Co | +0.1% | — | Unchanged |
| 35 | CSCO | Cisco Systems Inc | 0% | -1.68% | Trim |
| 36 | RTX | Rtx CORP | 0% | — | Unchanged |
| 37 | CSX | Csx CORP | 0% | — | Unchanged |
| 38 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 39 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 40 | J | Jacobs Solutions Inc | 0% | — | Unchanged |
| 41 | EBAY | Ebay Inc | 0% | — | Unchanged |
| 42 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 43 | PYPL | Paypal Holdings Inc | 0% | — | Unchanged |
| 44 | VO | Vanguard Mid-cap ETF | 0% | +7.38% | Add |
| 45 | IWD | Ishares Russell 1000 Value E | 0% | NEW | New buy |
| 46 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | — | Unchanged |
| 47 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 48 | CTAS | Cintas CORP | 0% | — | Unchanged |
| 49 | FAST | Fastenal Co | 0% | +100.00% | Add |
| 50 | SCHW | Schwab (charles) CORP | 0% | +0.02% | Add |
According to official SEC Form 13F filings, Aberdeen Wealth Management LLC reported a total U.S. public equity portfolio value of $208.3M across 165 disclosed positions in Q2 2025.
During Q2 2025, Aberdeen Wealth Management LLC's top holdings by market value included IVOV (7.5%)、VIG (5.7%)、MSFT (4.1%). The largest single position, IVOV, represented 7.5% of total portfolio value.
In Q2 2025, Aberdeen Wealth Management LLC made 74 total portfolio adjustments, initiating 13 new buys, adding to 37 positions, trimming 17 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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