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CIK: 0001802654
Total reported value
$208.3M
$208.3M
176 檔
41.2%
In Q4 2025, Aberdeen Wealth Management LLC's U.S. equity holdings reached a combined market value of $208.3M, distributed across 176 disclosed stock positions.
Aberdeen Wealth Management LLC executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 2 holdings and trimming 58 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.01% | +4.18% | — | |
| 2 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 5.55% | -0.41% | +0.09% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.80% | +1.42% | +12.32% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.58% | -0.25% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | -0.81% | -8.08% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | -1.31% | +0.87% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | -0.42% | +1.05% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.48% | +0.60% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.60% | +0.11% | +1.92% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | -0.09% | -0.85% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.51% | +1.16% | +28.45% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.37% | +0.23% | +2.06% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 1.34% | -0.11% | -2.17% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.28% | -0.40% | -1.76% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 1.28% | +0.83% | -0.55% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | -0.03% | -2.71% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.36% | -3.19% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.22% | -1.35% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.95% | -0.02% | +0.05% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.94% | +0.08% | -4.98% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.46% | -6.66% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | -0.02% | +2.29% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.28% | +0.02% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.03% | — | |
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.70% | -0.09% | -6.33% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | -0.15% | -1.37% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | -0.13% | -2.02% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.43% | -1.11% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.65% | +0.08% | — | |
| 30 | J | Jacobs Solutions Inc | Stock-Industrials | 0.60% | -0.08% | — | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.05% | -1.37% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.56% | -0.20% | — | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.10% | -1.34% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.11% | +0.02% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | +0.04% | +1.03% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.12% | -0.31% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | -0.23% | -1.04% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.10% | +1.01% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.14% | -2.44% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.51% | -0.10% | — | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.50% | +0.11% | +1.53% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | -0.06% | -2.23% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.47% | -0.08% | -1.20% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.15% | +0.06% | |
| 45 | WAT | Waters CORP | Stock-Healthcare | 0.44% | -0.13% | -2.54% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.17% | -0.57% | |
| 47 | CSX | Csx CORP | Stock-Industrials | 0.42% | +0.04% | — | |
| 48 | SNPS | Synopsys Inc | Stock-Tech | 0.41% | +0.07% | — | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.19% | +100.00% | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.41% | -0.36% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.2% | +193.33% | Add |
| 2 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 3 | VO | Vanguard Mid-cap ETF | 0% | +58.64% | Add |
| 4 | AMD | Advanced Micro Devices | 0% | +20.22% | Add |
| 5 | SLV | Ishares Silver Trust | 0% | -2.85% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | +242.86% | Add |
| 7 | IBB | Ishares Biotechnology ETF | — | — | Unchanged |
| 8 | IYH | Ishares U.s. Healthcare ETF | — | — | Unchanged |
| 9 | SCHG | Schwab US Large-cap Growth | — | +2.50% | Add |
| 10 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 11 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 12 | EPP | Ishares Msci Pacific Ex Japa | — | — | Unchanged |
| 13 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 14 | SCHF | Schwab Intl Equity ETF | — | — | Unchanged |
| 15 | CAH | Cardinal Health Inc | 0% | — | Unchanged |
| 16 | AMTM | Amentum Holdings Inc | 0% | — | Unchanged |
| 17 | VNQ | Vanguard Real Estate ETF | 0% | +14.74% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.32% | Add |
| 19 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 20 | IEV | Ishares Europe ETF | 0% | — | Unchanged |
| 21 | SCHB | Schwab US Broad Market ETF | 0% | +0.51% | Add |
| 22 | EWZ | Ishares Msci Brazil ETF | 0% | — | Unchanged |
| 23 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 24 | RWR | Ss Spdr Dow Jones Reit ETF | 0% | — | Unchanged |
| 25 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 26 | IYE | Ishares U.s. Energy ETF | 0% | — | Unchanged |
| 27 | LLY | Eli Lilly & Co | 0% | -8.38% | Trim |
| 28 | IWM | Ishares Russell 2000 ETF | 0% | +13.17% | Add |
| 29 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +28.45% | Add |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +2.29% | Add |
| 32 | FDX | Fedex CORP | 0% | — | Unchanged |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -6.69% | Trim |
| 34 | USB | US Bancorp | 0% | +0.11% | Add |
| 35 | INTC | Intel CORP | 0% | — | Unchanged |
| 36 | CEG | Constellation Energy | 0% | — | Unchanged |
| 37 | WELL | Welltower Inc | 0% | — | Unchanged |
| 38 | SCHD | Schwab US Dvd Equity ETF | 0% | +1.05% | Add |
| 39 | KLAC | Kla CORP | 0% | -10.11% | Trim |
| 40 | WAT | Waters CORP | 0% | -2.54% | Trim |
| 41 | EXPD | Expeditors Intl Wash Inc | 0% | -4.79% | Trim |
| 42 | TGT | Target CORP | 0% | — | Unchanged |
| 43 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 44 | IJR | Ishares Core S&p Small-cap E | 0% | +1.97% | Add |
| 45 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 46 | CBOE | Cboe Global Markets Inc | 0% | — | Unchanged |
| 47 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 48 | XLB | Ss Materials Select Sector | 0% | +100.00% | Add |
| 49 | GEV | GE Vernova Inc | -0.1% | +5.60% | Add |
| 50 | CTRA | Coterra Energy Inc | -0.1% | — | 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 176 disclosed positions in Q4 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 VTI, IVOV, VIG) accounted for 41.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTI
市值: $51.9M
Top Position Liquidated / Trimmed
VUSB
前期市值: $3.4M
During Q4 2025, Aberdeen Wealth Management LLC's top holdings by market value included VTI (24.0%)、IVOV (5.5%)、VIG (4.8%). The largest single position, VTI, represented 24.0% of total portfolio value.
In Q4 2025, Aberdeen Wealth Management LLC made 114 total portfolio adjustments, initiating 13 new buys, adding to 41 positions, trimming 58 holdings, and fully liquidating 2 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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