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CIK: 0001802654
Total reported value
$208.3M
$208.3M
165 檔
18.2%
According to the latest 13F quarterly dataset, Aberdeen Wealth Management LLC managed an equity portfolio of $208.3M at the end of Q3 2025, spanning 165 distinct U.S. exchange-listed positions.
In Q3 2025, Aberdeen Wealth Management LLC displayed an active expansion posture, initiating 16 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 7.50% | -0.41% | -0.41% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.70% | +1.42% | -0.23% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -0.81% | +0.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.62% | -0.58% | — | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.94% | -1.31% | -1.98% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.51% | -0.48% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | -0.42% | +2.68% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.14% | -0.09% | +2.07% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.12% | +0.11% | +0.43% | |
| 10 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 2.12% | -0.07% | -3.53% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.12% | -0.11% | — | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.82% | -0.36% | +0.01% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.77% | +0.23% | +0.36% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.75% | -0.03% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.59% | -0.40% | — | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.55% | +1.16% | +2.86% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.39% | +0.83% | +2.77% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.35% | +0.08% | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.22% | +0.03% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.30% | -0.02% | -0.35% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.20% | -0.46% | -2.37% | |
| 22 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.03% | -0.09% | — | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.15% | +0.01% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.95% | -0.13% | +0.03% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.28% | +0.05% | |
| 26 | J | Jacobs Solutions Inc | Stock-Industrials | 0.92% | -0.08% | — | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.02% | +1.38% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.43% | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.14% | +0.06% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.74% | +0.04% | — | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.72% | -0.23% | -5.52% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.12% | +0.01% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | -0.11% | +0.02% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.20% | — | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.68% | -0.10% | — | |
| 36 | CI | THE Cigna Group | Stock-Healthcare | 0.68% | -0.08% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.10% | +10.01% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.66% | +0.11% | — | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.05% | — | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | -0.10% | — | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | -0.06% | +0.01% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.15% | — | |
| 43 | SNPS | Synopsys Inc | Stock-Tech | 0.59% | +0.07% | — | |
| 44 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.59% | -0.17% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.17% | +5.29% | |
| 46 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.58% | -0.03% | +0.03% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.11% | +3.54% | |
| 48 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.57% | -0.10% | — | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.56% | -0.19% | — | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.55% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +0.45% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | +2.07% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +2.68% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -1.98% | Trim |
| 5 | AMAT | Applied Materials Inc | +0.3% | +2.77% | Add |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +0.43% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1.38% | Add |
| 8 | GLD | Spdr Gold Shares | +0.2% | — | Unchanged |
| 9 | ORCL | Oracle CORP | +0.2% | -5.84% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | — | Add |
| 11 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +3.54% | Add |
| 13 | GE | General Electric | +0.1% | — | Unchanged |
| 14 | VXUS | Vanguard Total Intl Stock | +0.1% | +0.36% | Add |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +2.86% | Add |
| 16 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | +0.1% | +10.01% | Add |
| 18 | EBAY | Ebay Inc | +0.1% | — | Unchanged |
| 19 | IDXX | Idexx Laboratories Inc | +0.1% | — | Unchanged |
| 20 | J | Jacobs Solutions Inc | +0.1% | — | Unchanged |
| 21 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 22 | NSC | Norfolk Southern CORP | +0.1% | +0.03% | Add |
| 23 | IAU | Ishares Gold Trust | +0.1% | — | Unchanged |
| 24 | FAST | Fastenal Co | +0.1% | — | Add |
| 25 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -0.23% | Trim |
| 26 | WMT | Walmart Inc | +0.1% | -2.37% | Trim |
| 27 | CSX | Csx CORP | +0.1% | — | Unchanged |
| 28 | VMC | Vulcan Materials Co | +0.1% | — | Trim |
| 29 | BAC | Bank Of America CORP | +0.1% | — | Unchanged |
| 30 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 31 | SNPS | Synopsys Inc | 0% | — | Unchanged |
| 32 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 33 | AXP | American Express Co | 0% | -2.41% | Trim |
| 34 | VO | Vanguard Mid-cap ETF | 0% | +1.03% | Add |
| 35 | TRMB | Trimble Inc | 0% | — | Unchanged |
| 36 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 37 | GD | General Dynamics CORP | 0% | +0.10% | Add |
| 38 | DIS | Walt Disney Co/the | 0% | -2.65% | Trim |
| 39 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 40 | ORLY | O'reilly Automotive Inc | 0% | — | Add |
| 41 | SCHW | Schwab (charles) CORP | 0% | +0.02% | Add |
| 42 | MELI | Mercadolibre Inc | 0% | — | Unchanged |
| 43 | MSM | Msc Industrial Direct Co-a | 0% | — | Trim |
| 44 | HD | Home Depot Inc | 0% | +0.01% | Add |
| 45 | ENB | Enbridge Inc | 0% | +1.27% | Add |
| 46 | COR | Cencora Inc | 0% | — | Unchanged |
| 47 | INTC | Intel CORP | 0% | -17.94% | Trim |
| 48 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 49 | IRM | Iron Mountain Inc | 0% | — | Unchanged |
| 50 | FITB | Fifth Third Bancorp | 0% | — | Unchanged |
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 Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVOV, VIG, MSFT) accounted for 18.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPY
市值: $927.3K
Top Position Liquidated / Trimmed
NVS
前期市值: $1.3M
During Q3 2025, Aberdeen Wealth Management LLC's top holdings by market value included IVOV (7.5%)、VIG (5.7%)、MSFT (4.0%). The largest single position, IVOV, represented 7.5% of total portfolio value.
In Q3 2025, Aberdeen Wealth Management LLC made 94 total portfolio adjustments, initiating 16 new buys, adding to 40 positions, trimming 28 holdings, and fully liquidating 10 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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