Aberdeen Wealth Management LLC Portfolio Holdings

Aberdeen Wealth Management LLC

  • $152 Million
  • Q3 2025

Aberdeen Wealth Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Million distributed in 165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P Mid Cap 400 Value with a value of $11.9M, Vanguard Dividend Appreciation with a value of $7.66M, Microsoft Corp with a value of $6.44M, Apple Inc. with a value of $5.76M, and Jpmorgan Chase & CO with a value of $4.68M.

Examining the 13F form we can see an increase of $8.47M in the current position value, from $144M to 152M.

Aberdeen Wealth Management LLC is based out at Lake Bluff, IL

Below you can find more details about Aberdeen Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
ETFs: $43.7 Million
Technology: $25.5 Million
Industrials: $17.5 Million
Healthcare: $16.2 Million
Financial Services: $14.2 Million
Consumer Defensive: $11 Million
Consumer Cyclical: $9.95 Million
Communication Services: $7.81 Million
Other: $6.51 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.44 Million 4.22% of portfolio
12,424
Q3 2025 Added 0.45%
$4.3T
$5.76 Million 3.78% of portfolio
22,627
Q2 2025 Added 0.0%
$881B
$4.68 Million 3.07% of portfolio
14,833
Q3 2025 Reduced 1.98%
$662B
$4 Million 2.63% of portfolio
7,962
Q1 2025 Reduced 14.95%
$1.65T
$3.44 Million 2.26% of portfolio
14,154
Q3 2025 Added 2.68%
$465B
$3.41 Million 2.24% of portfolio
18,280
Q3 2025 Added 2.07%
$104B
$3.37 Million 2.21% of portfolio
11,492
Q2 2025 Added 0.01%
$367B
$2.9 Million 1.9% of portfolio
7,155
Q3 2025 Added 0.01%
$414B
$2.78 Million 1.82% of portfolio
12,003
Q2 2025 Reduced 2.72%
$197B
$2.21 Million 1.45% of portfolio
10,799
Q3 2025 Added 2.77%
$522B
$2.14 Million 1.4% of portfolio
11,528
Q3 2025 Added 0.03%
$279B
$1.9 Million 1.25% of portfolio
18,480
Q3 2025 Reduced 2.37%
$1.37T
$1.72 Million 1.13% of portfolio
2,342
Q3 2025 Added 3.54%
$65.7B
$1.64 Million 1.08% of portfolio
20,551
Q1 2025 Reduced 0.48%
$228B
$1.59 Million 1.04% of portfolio
11,878
Q3 2025 Added 0.01%
$140B
$1.52 Million 1.0% of portfolio
6,041
Q3 2025 Added 0.03%
$1.74T
$1.25 Million 0.82% of portfolio
5,148
Q3 2025 Added 1.38%
$183B
$1.24 Million 0.81% of portfolio
4,398
Q4 2024 Reduced 1.72%
$346B
$1.22 Million 0.8% of portfolio
7,950
Q3 2025 Added 0.06%
$136B
$1.17 Million 0.77% of portfolio
4,967
Q4 2024 Reduced 2.93%
$128B
$1.14 Million 0.75% of portfolio
11,979
Q3 2025 Reduced 5.52%
$204B
$1.13 Million 0.74% of portfolio
8,076
Q3 2025 Added 0.01%
$306B
$1.12 Million 0.74% of portfolio
16,909
Q3 2025 Added 0.02%
$258B
$1.1 Million 0.72% of portfolio
6,593
Q4 2024 Reduced 1.49%
$82.8B
$1.08 Million 0.71% of portfolio
3,750
Q4 2024 Reduced 3.9%
$2.39T
$1.06 Million 0.7% of portfolio
4,835
Q3 2025 Added 10.01%
$291B
$1.04 Million 0.68% of portfolio
2,183
Q1 2025 Added 0.05%
$512B
$958,000 0.63% of portfolio
1,685
Q4 2024 Added 0.42%
$319B
$964,000 0.63% of portfolio
14,100
Q3 2025 Added 0.01%
$59.7B
$937,000 0.62% of portfolio
1,900
Q1 2021 Reduced 0.26%
$46.1B
$933,000 0.61% of portfolio
10,262
Q4 2024 Reduced 1.91%
$24.8B
$907,000 0.6% of portfolio
4,385
Q2 2025 Reduced 0.45%
$65.7B
$921,000 0.6% of portfolio
3,069
Q3 2025 Added 0.03%
$73.4B
$880,000 0.58% of portfolio
24,800
Q1 2024 Reduced 1.2%
$85.9B
$877,000 0.58% of portfolio
3,975
Q4 2024 Reduced 3.75%
$98.6B
$869,000 0.57% of portfolio
9,180
Q3 2025 Added 0.04%
$23.2B
$831,000 0.55% of portfolio
16,960
Q2 2025 Added 100.0%
$193B
$839,000 0.55% of portfolio
7,333
Q3 2025 Reduced 2.65%
$156B
$803,000 0.53% of portfolio
7,238
Q3 2025 Added 0.04%
$6.2B
$808,000 0.53% of portfolio
7,500
Q2 2025 Added 1,400.0%
$177B
$813,000 0.53% of portfolio
4,180
Q3 2024 Reduced 3.46%
$266B
$806,000 0.53% of portfolio
2,859
Q3 2024 Reduced 3.38%
$191B
$793,000 0.52% of portfolio
147
Q2 2024 Reduced 6.37%
$328B
$794,000 0.52% of portfolio
2,640
Q4 2024 Reduced 6.08%
$22.7B
$768,000 0.5% of portfolio
2,562
Q2 2024 Reduced 7.24%
$147B
$753,000 0.49% of portfolio
7,720
Q4 2024 Reduced 3.14%
$20.8B
$742,000 0.49% of portfolio
5,515
Q4 2024 Reduced 1.34%
$25.4B
$743,000 0.49% of portfolio
2,900
Q1 2021 Reduced 0.68%
$224B
$730,000 0.48% of portfolio
2,404
Q1 2025 Reduced 4.49%

Summary

  • Portfolio
  • No. of Stocks 165
  • Current Value $152 Million
  • Prior Value $144 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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