Universe · entity
Aberdeen Wealth Management LLC
Institutional manager (13F) · CIK 1802654
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $172M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $49M | 152,967 |
| 2 | VANGUARD SPECIALIZED FUNDS | $13M | 58,417 |
| 3 | VANGUARD ADMIRAL FDS INC | $12M | 117,922 |
| 4 | APPLE INC | $6M | 22,521 |
| 5 | SCHWAB STRATEGIC TR | $5M | 191,609 |
| 6 | JPMORGAN CHASE & CO | $4M | 14,962 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $4M | 8,960 |
| 8 | MICROSOFT CORP | $4M | 11,170 |
| 9 | ALPHABET INC | $4M | 14,212 |
| 10 | APPLIED MATLS INC | $4M | 10,515 |
| 11 | VANGUARD INTL EQUITY INDEX F | $4M | 24,145 |
| 12 | VANGUARD BD INDEX FDS | $3M | 63,411 |
| 13 | NVIDIA CORPORATION | $3M | 17,980 |
| 14 | SPDR GOLD TR | $3M | 6,992 |
| 15 | VANGUARD STAR FDS | $3M | 38,896 |
| 16 | JOHNSON & JOHNSON | $3M | 11,249 |
| 17 | ABBVIE INC | $3M | 11,628 |
| 18 | AUTOMATIC DATA PROCESSING IN | $2M | 11,243 |
| 19 | HOME DEPOT INC | $2M | 6,927 |
| 20 | EXXON MOBIL CORP | $2M | 13,173 |
| 21 | ISHARES TR | $2M | 14,415 |
| 22 | SPDR SERIES TRUST | $2M | 14,424 |
| 23 | WALMART INC | $2M | 16,635 |
| 24 | VANGUARD INDEX FDS | $2M | 6,535 |
| 25 | COLGATE PALMOLIVE CO | $2M | 19,191 |
| 26 | AMGEN INC | $2M | 4,349 |
| 27 | CATERPILLAR INC | $2M | 2,153 |
| 28 | ALPHABET INC | $1M | 5,101 |
| 29 | LOWES COS INC | $1M | 5,919 |
| 30 | VANGUARD WORLD FD | $1M | 4,864 |
| 31 | ISHARES GOLD TR | $1M | 14,712 |
| 32 | COCA COLA CO | $1M | 16,913 |
| 33 | RTX CORPORATION | $1M | 6,493 |
| 34 | JACOBS SOLUTIONS INC | $1M | 9,782 |
| 35 | PEPSICO INC | $1M | 7,953 |
| 36 | SELECT SECTOR SPDR TR | $1M | 19,910 |
| 37 | UNION PAC CORP | $1M | 5,018 |
| 38 | ABBOTT LABORATORIES | $1M | 11,666 |
| 39 | PROCTER & GAMBLE CO | $1M | 7,681 |
| 40 | ISHARES INC | $1M | 16,828 |
| 41 | CISCO SYS INC | $1M | 13,762 |
| 42 | SELECT SECTOR SPDR TR | $1M | 7,121 |
| 43 | MEDTRONIC PLC | $1M | 11,854 |
| 44 | CSX CORP | $1M | 24,800 |
| 45 | GILEAD SCIENCES INC | $1M | 7,240 |
| 46 | AMAZON COM INC | $1M | 4,804 |
| 47 | THE CIGNA GROUP | $988k | 3,705 |
| 48 | WASTE MGMT INC DEL | $873k | 3,800 |
| 49 | NORFOLK SOUTHN CORP | $860k | 2,996 |
| 50 | STATE STR SPDR S&P 500 ETF T | $845k | 1,300 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.