Aberdeen Wealth Management LLC
All 13F Filings
- Location
- Lake Bluff, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 208,349
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 427 | 208,349 | 13F-HR | Aberdeen Wealth Management LLC |
| Q1 2026 | 5/15/2026 | 179 | 219,419 | 13F-HR | Aberdeen Wealth Management LLC |
| Q4 2025 | 2/12/2026 | 176 | 216,034 | 13F-HR | Aberdeen Wealth Management LLC |
| Q3 2025 | 11/14/2025 | 165 | 159,207 | 13F-HR | Aberdeen Wealth Management LLC |
| Q2 2025 | 8/14/2025 | 165 | 150,428 | 13F-HR | Aberdeen Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.43 K | 43.4% | 0 | 18.23 K | -18.23 K |
| ETFs | 117.9 K | 56.6% | 7.141 K | 0 | 7.141 K |
| Debt | 10 | 0.0% | 10 | 0 | 10 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
208,349
Holdings
427
QoQ value change ($000)
-11,070
(-5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.