Aberdeen Wealth Management LLC
•CIK: 1802654•Filing: Q4 2025
**Aberdeen Wealth Management LLC** manages $216M across a diversified portfolio of 176 holdings. The strategy exhibits a significant allocation to core US equity exposure, highlighted by the $51.9M position in VTI. Notable concentrated bets include $12.0M in IVOV and $10.4M in VIG, alongside substantial technology and financial sector weights such as $6.1M in AAPL and $5.5M in MSFT. This positioning suggests a focus on established market leaders and broad market growth vectors.
Total AUM
$216.0M
QoQ Performance
+35.7%
Positions
141
Top 10 Concentration
49.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IVOV
VTI24.0%
IVOV5.5%
VIG4.8%
AAPL2.8%
MSFT2.6%
JPM2.2%
GOOGL2.1%
BRK/B1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.5%
Technology12.0%
Financial5.9%
Healthcare5.7%
Consumer4.5%
Industrial3.3%
Consumer Staples1.2%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑41 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023