Aberdeen Wealth Management LLC: 13F holdings
CIK 18026542026Q2
| Positions | 427 |
|---|
| Reported value | $209.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 427 (+248 vs prior quarter) |
|---|
| Reported value | $209.0m (-4.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 149,495 | $55.3m | 26.5% |
| VIG VANGUARD SPECIALIZED FUNDS | 62,952 | $14.9m | 7.1% |
| IVOV VANGUARD ADMIRAL FDS INC | 92,669 | $10.6m | 5.1% |
| FNDX SCHWAB STRATEGIC TR | 240,514 | $7.5m | 3.6% |
| AMAT APPLIED MATLS INC | 7,110 | $5.1m | 2.5% |
| AAPL APPLE INC | 14,527 | $4.2m | 2.0% |
| VSS VANGUARD INTL EQUITY INDEX F | 23,136 | $3.6m | 1.7% |
| VXUS VANGUARD STAR FDS | 38,932 | $3.3m | 1.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 6,216 | $3.1m | 1.5% |
| GOOGL ALPHABET INC | 8,367 | $3.0m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802654")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples