Long-term investor
Aberdeen Wealth Management LLC @aberdeenwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802654).
Record
- Tracked since 2025-06-30 (441 days), 109 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +14.9% · all +14.9%
- Max drawdown n/a · win rate 43% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 26.6% · long · since 2025-12-31
- VIG · 7.1% · long · since 2025-06-30
- IVOV · 5.1% · long · since 2025-06-30
- FNDX · 3.6% · long · since 2025-06-30
- AMAT · 2.5% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- VSS · 1.7% · long · since 2025-06-30
- VXUS · 1.6% · long · since 2025-06-30
- BRK-B · 1.5% · long · since 2025-06-30
- GOOGL · 1.4% · long · since 2025-06-30
- VUSB · 1.4% · long · since 2025-06-30
- NVDA · 1.3% · long · since 2025-06-30