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Home > Institutional Investor > Aberdeen Wealth Management Llc > Profile

Instuitional Investor - Aberdeen Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Aberdeen Wealth Management Llc
Portfolio Value $208,348,883
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 149,495 $55,319,415 26.55%
2.
Vanguard Specialized Funds - DIV APP ETF
 62,952 $14,895,715 7.15%
3.
Vanguard Admiral Fds Inc
 92,669 $10,570,800 5.07%
4.
Schwab Strategic Trust
 SCHD 240,514 $7,479,989 3.59%
5.
Applied Materials Inc
 AMAT 7,110 $5,140,516 2.47%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.