Aberdeen Wealth Management LLC
180 holdingsFiling period: 2026-03-31Current AUM: $246.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 153.0K | $49.1M | $56.3M | 22.84% | -1,724 | 2026-03-31 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 58.4K | $12.6M | $14.0M | 5.67% | +11.2K | 2026-03-31 |
| 3 | IVOV | VANGUARD ADMIRAL FDS INC | 117.9K | $12.0M | $13.5M | 5.47% | -681 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 22.5K | $5.7M | $7.0M | 2.82% | -50 | 2026-03-31 |
| 5 | FNDX | SCHWAB STRATEGIC TR | 191.6K | $5.3M | $6.1M | 2.47% | +71.5K | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 15.0K | $4.4M | $5.3M | 2.13% | -- | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.0K | $4.3M | $4.3M | 1.74% | +950 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 11.2K | $4.1M | $5.2M | 2.10% | -250 | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 14.2K | $4.1M | $5.1M | 2.05% | -90 | 2026-03-31 |
| 10 | AMAT | APPLIED MATLS INC | 10.5K | $3.6M | $5.3M | 2.16% | -225 | 2026-03-31 |
| 11 | VSS | VANGUARD INTL EQUITY INDEX F | 24.1K | $3.5M | $3.6M | 1.47% | -- | 2026-03-31 |
| 12 | VUSB | VANGUARD BD INDEX FDS | 63.4K | $3.2M | $3.2M | 1.28% | -- | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 18.0K | $3.1M | $3.6M | 1.46% | -145 | 2026-03-31 |
| 14 | GLD | SPDR GOLD TR | 7.0K | $3.0M | $2.6M | 1.05% | -- | 2026-03-31 |
| 15 | VXUS | VANGUARD STAR FDS | 38.9K | $3.0M | $3.3M | 1.33% | -244 | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 11.2K | $2.7M | $2.9M | 1.17% | -123 | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 11.6K | $2.5M | $2.9M | 1.18% | -50 | 2026-03-31 |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | 11.2K | $2.3M | $3.0M | 1.21% | -- | 2026-03-31 |
| 19 | HD | HOME DEPOT INC | 6.9K | $2.3M | $2.3M | 0.93% | -- | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 13.2K | $2.2M | $2.0M | 0.83% | +3 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 13.2K | $2.2M | $2.0M | 0.83% | +3 | 2026-03-31 |
| 22 | DVY | ISHARES TR | 14.4K | $2.2M | $2.3M | 0.94% | -- | 2026-03-31 |
| 23 | SDY | SPDR SERIES TRUST | 14.4K | $2.1M | $2.2M | 0.91% | -350 | 2026-03-31 |
| 24 | WMT | WALMART INC | 16.6K | $2.1M | $1.8M | 0.75% | -615 | 2026-03-31 |
| 25 | VB | VANGUARD INDEX FDS | 6.5K | $1.7M | $1.9M | 0.78% | +554 | 2026-03-31 |
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