Aberdeen Wealth Management LLC

CIK

1802654

Location

LAKE BLUFF, IL

Portfolio Value

Micro $1,336,317

Diversification

Diversified

Filing Date

Global Rank

#5,415 / 8,588 ▲ 159

Top Industry

Drug Manufacturers - General 8.7%

3Y Alpha vs SPY

-6.3%

Period ended 3 months ago

Filed May 15, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.1%

SPY

+76.8%

Annualised alpha

-5.9%

Max drawdown

−13.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

126 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.0%

−0.3 pts

Top 5

19.9%

−1.6 pts

Top 10

33.1%

−0.9 pts

HHI

173

Diversified−7

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.6%	$25,711,753	18
Industrials	14.8%	$16,781,497	26
Healthcare	14.5%	$16,467,415	20
Financial Services	12.0%	$13,677,758	14
Consumer Defensive	9.8%	$11,124,897	13
Consumer Cyclical	7.5%	$8,528,928	10
Communication Services	5.9%	$6,708,957	5
Unclassified	5.3%	$5,999,100	5
Energy	4.1%	$4,664,801	6
Utilities	1.8%	$2,042,233	4
Basic Materials	1.2%	$1,336,317	3
Real Estate	0.5%	$537,068	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+950	8,960	$4,293,632
WAT	Waters Corp /De/	+51	2,548	$758,794
MU	Micron Technology Inc	+22	1,592	$537,841
USB	US Bancorp De	+5	5,524	$287,303
XOM	Exxon Mobil Corp	+3	13,173	$2,234,931
PFE	Pfizer Inc	+2	13,123	$368,493
GILD	Gilead Sciences, Inc.	+1	7,240	$1,009,038
NKE	NIKE, Inc.	+1	6,419	$339,051
ADI	Analog Devices Inc	+1	1,640	$521,749
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FAST	Fastenal Co	−1,567	15,860	$735,904
WMT	Walmart Inc.	−615	16,635	$2,067,397
EBAY	Ebay Inc	−475	8,968	$816,267
BAC	Bank Of America Corp /De/	−385	12,258	$597,577
SO	Southern Co	−300	8,473	$817,813
MSFT	Microsoft Corp	−250	11,170	$4,134,798
AMD	Advanced Micro Devices Inc	−241	1,430	$290,904
AMAT	Applied Materials Inc /De	−225	10,515	$3,593,921
NVDA	Nvidia Corp	−145	17,980	$3,135,712
JNJ	Johnson & Johnson	−123	11,249	$2,749,705
ORLY	O Reilly Automotive Inc	−104	7,500	$692,325
ENB	Enbridge Inc	−101	7,734	$418,718
INTC	Intel Corp	−100	8,180	$360,983
RTX	RTX Corp	−100	6,493	$1,252,499
VZ	Verizon Communications Inc	−100	5,118	$256,923
FDX	Fedex Corp	−100	1,424	$507,200
PEP	Pepsico Inc	−98	7,953	$1,235,021
GOOGL	Alphabet Inc.	−90	14,212	$4,086,802
GE	General Electric Co	−89	2,732	$775,259
SPY	Spdr S&P 500 ETF Trust	−84	1,300	$845,442
MDY	Spdr S&P Midcap 400 ETF Trust	−80	621	$383,007
AMZN	Amazon Com Inc	−80	4,804	$1,000,529
PG	PROCTER & GAMBLE Co	−75	7,681	$1,109,443
NSC	Norfolk Southern Corp	−74	2,996	$859,852
DIS	Walt Disney Co	−69	7,005	$675,141
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NEA	Nuveen AMT-Free Quality Municipal Income Fund	23,554	$264,511
SHEL	Shell plc	2,425	$225,525
MRK	Merck & Co., Inc.	1,810	$217,724
EIX	Edison International	2,943	$215,368
JCI	Johnson Controls International plc	1,591	$208,341
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BR	Broadridge Financial Solutions, Inc.	1,939	$432,726
CEG	Constellation Energy Corp	637	$225,032
PAYX	Paychex Inc	1,983	$222,452
DOV	DOVER Corp	1,125	$219,645
COF	Capital One Financial Corp	879	$213,034
AVGO	Broadcom Inc.	612	$211,813
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,336,317 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
APD	Air Products & Chemicals, Inc. Basic Materials	Held	862	$250,402	+17.6%	18.74%
VMC	Vulcan Materials CO Basic Materials	Held	1,876	$510,834	−4.5%	38.23%
LIN	Linde PLC Basic Materials	Held	1,160	$575,081	+16.3%	43.03%