Universe · entity

Aberdeen Wealth Management LLC

Institutional manager (13F) · CIK 1802654
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $172M
#IssuerValueShares
1VANGUARD INDEX FDS$49M152,967
2VANGUARD SPECIALIZED FUNDS$13M58,417
3VANGUARD ADMIRAL FDS INC$12M117,922
4APPLE INC$6M22,521
5SCHWAB STRATEGIC TR$5M191,609
6JPMORGAN CHASE & CO$4M14,962
7BERKSHIRE HATHAWAY INC DEL$4M8,960
8MICROSOFT CORP$4M11,170
9ALPHABET INC$4M14,212
10APPLIED MATLS INC$4M10,515
11VANGUARD INTL EQUITY INDEX F$4M24,145
12VANGUARD BD INDEX FDS$3M63,411
13NVIDIA CORPORATION$3M17,980
14SPDR GOLD TR$3M6,992
15VANGUARD STAR FDS$3M38,896
16JOHNSON & JOHNSON$3M11,249
17ABBVIE INC$3M11,628
18AUTOMATIC DATA PROCESSING IN$2M11,243
19HOME DEPOT INC$2M6,927
20EXXON MOBIL CORP$2M13,173
21ISHARES TR$2M14,415
22SPDR SERIES TRUST$2M14,424
23WALMART INC$2M16,635
24VANGUARD INDEX FDS$2M6,535
25COLGATE PALMOLIVE CO$2M19,191
26AMGEN INC$2M4,349
27CATERPILLAR INC$2M2,153
28ALPHABET INC$1M5,101
29LOWES COS INC$1M5,919
30VANGUARD WORLD FD$1M4,864
31ISHARES GOLD TR$1M14,712
32COCA COLA CO$1M16,913
33RTX CORPORATION$1M6,493
34JACOBS SOLUTIONS INC$1M9,782
35PEPSICO INC$1M7,953
36SELECT SECTOR SPDR TR$1M19,910
37UNION PAC CORP$1M5,018
38ABBOTT LABORATORIES$1M11,666
39PROCTER & GAMBLE CO$1M7,681
40ISHARES INC$1M16,828
41CISCO SYS INC$1M13,762
42SELECT SECTOR SPDR TR$1M7,121
43MEDTRONIC PLC$1M11,854
44CSX CORP$1M24,800
45GILEAD SCIENCES INC$1M7,240
46AMAZON COM INC$1M4,804
47THE CIGNA GROUP$988k3,705
48WASTE MGMT INC DEL$873k3,800
49NORFOLK SOUTHN CORP$860k2,996
50STATE STR SPDR S&P 500 ETF T$845k1,300
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.