Aberdeen Wealth Management LLC - Portfolio overview

Aberdeen Wealth Management LLC has 183 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD INDEX FDS, 22.22%
  2. VIG - VANGUARD SPECIALIZED FUNDS, 5.69%
  3. IVOV - VANGUARD ADMIRAL FDS INC, 5.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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