1y return+16.9%S&P 500 +20.9%
3y return+44.4%S&P 500 +68.5%
5y return+48.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $191 against $232 in the S&P 500.2
Aberdeen Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $55.3M | 26.6% | −2.3% |
| VIGVanguard Specialized Funds | $14.9M | 7.1% | +7.8% |
| IVOVVanguard Admiral Fds Inc | $10.6M | 5.1% | −21.4% |
| FNDXSchwab Strategic Tr | $7.5M | 3.6% | +25.5% |
| AMATApplied Matls Inc | $5.1M | 2.5% | −32.4% |
| AAPLApple Inc | $4.2M | 2.0% | −35.5% |
| VSSVanguard Intl Equity Index F | $3.6M | 1.7% | −4.2% |
| VXUSVanguard Star Fds | $3.3M | 1.6% | |
| BRK/BBerkshire Hathaway Inc Del | $3.1M | 1.5% | −30.6% |
| GOOGLAlphabet Inc | $3.0M | 1.4% | −41.1% |
| VUSBVanguard Bd Index Fds | $2.8M | 1.4% | −9.8% |
| NVDANvidia Corporation | $2.8M | 1.3% | −22.6% |
| ABBVAbbvie Inc | $2.3M | 1.1% | −20.2% |
| MSFTMicrosoft Corp | $2.2M | 1.1% | −46.4% |
| DVYIshares Tr | $2.2M | 1.1% | −1.1% |
| JNJJohnson & Johnson | $2.2M | 1.0% | −24.6% |
| GLDSpdr Gold Tr | $2.0M | 1.0% | −21.3% |
| SDYSpdr Series Trust | $1.9M | 0.9% | −11.2% |
| ADPAutomatic Data Processing In | $1.9M | 0.9% | −22.8% |
| VBVanguard Index Fds | $1.7M | 0.8% | −14.8% |
| CATCaterpillar Inc | $1.6M | 0.8% | −31.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.5M | 0.7% | −14.3% |
| JPMJpmorgan Chase & Co | $1.5M | 0.7% | −70.3% |
| HDHome Depot Inc | $1.4M | 0.7% | −42.2% |
| VHTVanguard World Fd | $1.4M | 0.7% | −3.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $5.1M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $1.6M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $2.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $3.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $1.4M |
| GEGe Aerospace | December 31, 2022 | +346.0% | $922K |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $1.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $4.2M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $1.5M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $1.0M |
Sold off last quarter
- CTRACoterra Energy Inc was $649K
- TRMBTrimble Inc was $326K
- CAHCardinal Health Inc was $275K
- KLACKla Corp was $230K
- IWFIshares Tr was $149K
- VFHVanguard World Fd was $48K
- EPPIshares Inc was $16K
- IYHIshares Tr was $15K
- VOOVanguard Index Fds was $4,183
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +4.6% | +10.5% |
| March 31, 2025 | +0.4% | −4.6% |
| December 31, 2024 | −2.9% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +0.0% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +8.1% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +2.1% | +7.0% |
| December 31, 2022 | +11.1% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −12.1% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +10.3% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aberdeen Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802654&type=13F-HR&dateb=&owner=include&count=40CIK 1802654
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802654/000139834426014393/Filed August 13, 2026 · accession 0001398344-26-014393