Aberdeen Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    lake bluff, IL
  • Num holdings

    165

  • Value ($000)

    $159,207

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001802654
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVOV
IVOV

VANGUARD ADMIRAL FDS INC

MIDCP 400 VAL
921932844
$11.94 M
8 %

118,492

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$9.07 M
6 %

42,034

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.43 M
4 %

12,424

AAPL
AAPL

APPLE INC

COM
037833100
$5.76 M
4 %

22,627

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$4.68 M
3 %

14,833

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.00 M
3 %

7,962

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.44 M
2 %

14,154

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.41 M
2 %

18,280

VSS
VSS

VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF
922042718
$3.38 M
2 %

23,690

VUSB
VUSB

VANGUARD BD INDEX FDS

VANGUARD ULTRA
92203C303
$3.37 M
2 %

67,481

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