Aberdeen Wealth Management
Aberdeen Wealth Management reported 427 stocks worth $208M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VTI (26.6%), VIG (7.2%) and IVOV (5.1%). Compared with Q1 2026, the fund opened new positions in NVS, DVN and TSM, added to VIG, FNDX and EEMV, trimmed VTI, IVOV and AMAT and sold out of CTRA, TRMB and CAH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $55.3M | 26.6% | 149K | −3,472 (−2%) | 3 of 8 | |
| 2 |  VIG Vanguard Dividend Appreciation ETF | $14.9M | 7.2% | 63K | +4,535 (+8%) | 8 of 8 | |
| 3 |  IVOV Vanguard S&P Mid-Cap 400 Value ETF | $10.6M | 5.1% | 93K | −25K (−21%) | 8 of 8 | |
| 4 |  FNDX Schwab Fundamental U.s. Large Company ETF | $7.5M | 3.6% | 241K | +49K (+26%) | 6 of 8 | |
| 5 |  AMAT Applied Matls Inc | $5.1M | 2.5% | 7,110 | −3,405 (−32%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $4.2M | 2.0% | 15K | −7,994 (−35%) | 8 of 8 | |
| 7 |  VSS Vanguard Intl Equity Index F | $3.6M | 1.7% | 23K | −1,009 (−4%) | 8 of 8 | |
| 8 |  VXUS Vanguard Star Fds | $3.3M | 1.6% | 39K | No change | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $3.1M | 1.5% | 6,216 | −2,744 (−31%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $3M | 1.4% | 8,367 | −5,845 (−41%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CTRA Coterra Energy Inc | $649K | 18K |
 TRMB Trimble Inc | $326K | 5,000 |
 CAH Cardinal Health Inc | $275K | 1,303 |
 KLAC Kla Corp | $230K | 156 |
 IWF Ishares TR | $149K | 350 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aberdeen Wealth Management 13F FAQ
What does Aberdeen Wealth Management own?
Aberdeen Wealth Management reported 427 stocks worth $208M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VTI (26.6%), VIG (7.2%) and IVOV (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Aberdeen Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 257 new positions, 6 added to, 134 trimmed and 9 sold out. New positions include NVS, DVN and TSM. It sold all of CTRA, TRMB and CAH.
When will Aberdeen Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Aberdeen Wealth Management's portfolio worth?
The Q2 2026 filing reports $208M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.