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Kevin P. Scullion

Aberdeen Wealth Management Llc

Assets Managed
$219.419M
Holdings
179
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
1.57%(2Q avg: 18.64%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Aberdeen Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Aberdeen Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 219.419M in assets, with a quarterly growth rate of 1.57% and a 2-quarter average growth rate of 18.64%. The portfolio is managed by Kevin P. Scullion, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.11%
22.37%
$49.073M
152,967 shares@ $320.81 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 23.74%
5.73%
$12.563M
58,417 shares@ $215.07 avg price
IVOV
Vanguard S&p Mid-cap 400 Val
Recent Activity
Decreased -0.57%
5.48%
$12.022M
117,922 shares@ $101.96 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.22%
2.61%
$5.716M
22,521 shares@ $253.8 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 59.49%
2.44%
$5.336M
191,609 shares@ $27.86 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
2.01%
$4.401M
14,962 shares@ $294.17 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 11.87%
1.96%
$4.294M
8,960 shares@ $479.2 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.18%
1.89%
$4.135M
11,170 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.62%
1.87%
$4.087M
14,212 shares@ $287.57 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -2.09%
1.64%
$3.594M
10,515 shares@ $341.81 avg price

1-10 of 179