Aberdeen Wealth Management LLC
All 13F Filings
- Location
- Lake Bluff, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 216,034
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 191.8 K | 88.8% | 56.64 K | 0 | 56.64 K |
| ETFs | 24.19 K | 11.2% | 185 | 0 | 185 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
216,034
Holdings
176
QoQ value change ($000)
56,827
(35.7%)
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.