13F filer

Aberdeen Wealth Management

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 1802654 SEC filings ↗

13F Value

$208.3M

Positions

427

Top Position

VTI26.6%

Top 5

44.8%

Latest filing changes

vs Mar 31, 2026

1 FNDX Schwab Fundamental U.S. Large Company ETF +25.5%+$1.5M

2 VIG Vanguard Dividend Appreciation Index Fund — ETF Shares +7.8%+$1.1M

3 BKNG Booking Holdings +954.4%+$250K

4 VGT Vanguard Information Technology Index Fund — ETF Shares >999%+$33K

5 EEMV iShares MSCI Emerging Markets Min Vol Factor ETF +0.8%+$11K

Holdings427

#
1	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	26.6%	$55.3M	-2.3%	149.5K	22.4%	ETF
2	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	7.1%	$14.9M	+7.8%	63.0K	5.7%	ETF
3	IVOV Vanguard S&P Mid-Cap 400 Value Index Fund — ETF Shares	5.1%	$10.6M	-21.4%	92.7K	5.5%	ETF
4	FNDX Schwab Fundamental U.S. Large Company ETF	3.6%	$7.5M	+25.5%	240.5K	2.4%	ETF
5	AMAT Applied Materials	2.5%	$5.1M	-32.4%	7.1K	1.6%	Common Stock
6	AAPL Apple	2.0%	$4.2M	-35.5%	14.5K	2.6%	Common Stock
7	VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund — ETF Shares	1.7%	$3.6M	-4.2%	23.1K	1.6%	ETF
8	VXUS Vanguard Total International Stock Index Fund — ETF Shares	1.6%	$3.3M	+0.1%	38.9K	1.4%	ETF
9	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 6,216 reported quantity $3,082,991 reported value	1.5%	$3.1M	-30.6%	6.2K	2.0%	Common Stock
10	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 8,367 reported quantity $2,990,117 reported value	1.4%	$3.0M	-41.1%	8.4K	1.9%	Common Stock
11	VUSB Vanguard Ultra-Short Bond ETF	1.4%	$2.8M	-9.8%	57.2K	1.4%	ETF
12	NVDA NVIDIA	1.3%	$2.8M	-22.6%	13.9K	1.4%	Common Stock
13	ABBV AbbVie	1.1%	$2.3M	-20.2%	9.3K	1.2%	Common Stock
14	MSFT Microsoft	1.1%	$2.2M	-46.4%	6.0K	1.9%	Common Stock
15	DVY iShares Select Dividend ETF	1.1%	$2.2M	-1.1%	14.3K	1.0%	ETF
16	JNJ Johnson & Johnson	1.0%	$2.2M	-24.6%	8.5K	1.3%	Common Stock
17	GLD SPDR Gold Tr	1.0%	$2.0M	-21.3%	5.5K	1.4%	Trust
18	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	0.9%	$1.9M	-11.2%	12.8K	1.0%	ETF
19	ADP Automatic Data Processing	0.9%	$1.9M	-22.8%	8.7K	1.0%	Common Stock
20	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	0.8%	$1.7M	-14.8%	5.6K	0.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing9

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.