AE Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1697723
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$21.5B
Holdings
2,663
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
AE Wealth Management LLC disclosed 2,663 positions worth $21.5B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 3.6% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 232 new positions and exited 152 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (49.4% of disclosed assets). All figures are sourced directly from AE Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1697723.
AI Fund Analysis
Stable
$NVDA3.6% weight
Held 10 quarters
$AAPL3.5% weight
Held 10 quarters
$MSFT2.4% weight
Held 10 quarters
JANUS DETROIT STR TR - HEN
2.0% weight
Held 10 quarters
$AMZN1.9% weight
Held 10 quarters
$NVDA9 quarters accumulating
$MSFT9 quarters accumulating
JANUS DETROIT STR TR - HEN
9 quarters accumulating
$AMZN9 quarters accumulating
$AVGO9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 85.9#5
Quality
$770.2M3,849,032 sh - 76.4#84
Quality
$742.1M2,564,770 sh - 79.8#31
Quality
$509.8M1,366,663 sh JANUS DETROIT STR TR - HENDRSN SHRT ETF
—Quality
$433.5M8,870,794 sh- 68.7
Quality
$410.2M1,721,249 sh ISHARES TR - CORE S&P500 ETF
—Quality
$387.7M517,659 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$353.4M2,969,896 sh- 78.2
Quality
$345.3M966,358 sh - 84.5
Quality
$297.5M787,667 sh - 86.2
Quality
$293.3M254,095 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $770.2M | 3,849,032 |
| Apple Inc.$AAPL | 76.4#84 | $742.1M | 2,564,770 |
| MICROSOFT CORP$MSFT | 79.8#31 | $509.8M | 1,366,663 |
| JANUS DETROIT STR TR - HENDRSN SHRT ETF | — | $433.5M | 8,870,794 |
| AMAZON COM INC$AMZN | 68.7 | $410.2M | 1,721,249 |
| ISHARES TR - CORE S&P500 ETF | — | $387.7M | 517,659 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $353.4M | 2,969,896 |
 Alphabet Inc.$GOOG | 78.2 | $345.3M | 966,358 |
| Broadcom Inc.$AVGO | 84.5 | $297.5M | 787,667 |
 MICRON TECHNOLOGY INC$MU | 86.2 | $293.3M | 254,095 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of AE Wealth Management LLC's 2,663 positions.
Showing top 10 of 2,663 holdings.
Sector Allocation
Other
$10.6B
Technology
$4.7B
Financials
$1.9B
Consumer Discretionary
$934.3M
Industrials
$910.7M
Healthcare
$679.1M
Utilities
$512.1M
Consumer Staples
$460.3M
Top Holdings — AE Wealth Management LLC (Q2 2026)
Top 150 of 2,663 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $770.2M | 3.6% | +7% | 85.9 |
| 2 | $AAPL | Apple Inc. | $742.1M | 3.5% | +6% | 76.4 |
| 3 | $MSFT | MICROSOFT CORP | $509.8M | 2.4% | +6% | 79.8 |
| 4 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | $433.5M | 2.0% | +12% | — |
| 5 | $AMZN | AMAZON COM INC | $410.2M | 1.9% | +8% | 68.7 |
| 6 | — | ISHARES TR - CORE S&P500 ETF | $387.7M | 1.8% | -3% | — |
| 7 | — | SPDR SERIES TRUST - ST STR P500GRW | $353.4M | 1.6% | -3% | — |
| 8 | $GOOG | Alphabet Inc. | $345.3M | 1.6% | +11% | 78.2 |
| 9 | $AVGO | Broadcom Inc. | $297.5M | 1.4% | +9% | 84.5 |
| 10 | $MU | MICRON TECHNOLOGY INC | $293.3M | 1.4% | -8% | 86.2 |
| 11 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $270.3M | 1.3% | -0% | — |
| 12 | — | SPDR SERIES TRUST - ST STR P500ETF | $266.1M | 1.2% | +64% | — |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $228.0M | 1.1% | +5% | — |
| 14 | — | SPDR SERIES TRUST - ST STR P500VAL | $217.8M | 1.0% | -0% | — |
| 15 |  $META | Meta Platforms, Inc. | $212.3M | 1.0% | +5% | 79.6 |
| 16 | — | ISHARES TR - RUS TP200 GR ETF | $198.9M | 0.9% | +4% | — |
| 17 | — | PIMCO ETF TR - MULTISECTOR BD | $197.6M | 0.9% | -6% | — |
| 18 |  $AMD | ADVANCED MICRO DEVICES INC | $189.2M | 0.9% | -14% | 79.8 |
| 19 |  $AMAT | APPLIED MATERIALS INC /DE | $171.3M | 0.8% | +16% | 72.3 |
| 20 | — | PIMCO ETF TR - ACTIVE BD ETF | $170.0M | 0.8% | -3% | — |
| 21 |  $JPM | JPMORGAN CHASE & CO | $165.0M | 0.8% | +9% | 70.7 |
| 22 | — | ELEVATION SERIES TRUST - TRUE SE BUFF ETF | $160.0M | 0.8% | +128% | — |
| 23 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $154.1M | 0.7% | NEW | — |
| 24 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $150.5M | 0.7% | +13% | — |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $149.6M | 0.7% | +8% | 73.8 |
| 26 | — | CAPITOL SER TR - STERL CAP BD ETF | $149.1M | 0.7% | +8% | — |
| 27 |  $CSCO | CISCO SYSTEMS, INC. | $147.8M | 0.7% | -14% | 70.3 |
| 28 |  $STT | STATE STREET CORP | $146.3M | 0.7% | +7% | 71.5 |
| 29 | — | ISHARES TR - CORE MSCI EAFE | $143.6M | 0.7% | +14% | — |
| 30 |  $JNJ | JOHNSON & JOHNSON | $143.0M | 0.7% | +3% | 69 |
| 31 | — | PIMCO ETF TR - ULTR SH GO AC FD | $141.2M | 0.7% | +79% | — |
| 32 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | $139.9M | 0.7% | +8% | — |
| 33 | — | STERLING CAP FDS - CAP HEDGED EQT P | $132.1M | 0.6% | -5% | — |
| 34 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $129.0M | 0.6% | NEW | — |
| 35 |  $TSLA | Tesla, Inc. | $127.1M | 0.6% | +7% | 53.9 |
| 36 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | $126.6M | 0.6% | +12% | — |
| 37 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $124.2M | 0.6% | +3% | — |
| 38 | — | ISHARES TR - RUS TP200 VL ETF | $123.7M | 0.6% | +7% | — |
| 39 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | $122.8M | 0.6% | +7% | — |
| 40 | — | ISHARES TR - 0-3 MNTH TREASRY | $122.1M | 0.6% | +25% | — |
| 41 |  $WMT | Walmart Inc. | $117.1M | 0.6% | +14% | 60.2 |
| 42 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $115.1M | 0.5% | +14% | — |
| 43 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $114.9M | 0.5% | +8% | — |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $114.6M | 0.5% | +61% | — |
| 45 |  $V | VISA INC. | $113.5M | 0.5% | +10% | 82.9 |
| 46 | — | STERLING CAP FDS - CAPITAL MULTI | $111.2M | 0.5% | +11% | — |
| 47 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | $109.0M | 0.5% | +10% | — |
| 48 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $103.5M | 0.5% | NEW | — |
| 49 |  $MA | Mastercard Inc | $99.8M | 0.5% | -3% | 85.1 |
| 50 | — | SPDR SERIES TRUST - ST STR SP400VAL | $99.8M | 0.5% | +10% | — |
| 51 | — | ISHARES INC - CORE MSCI EMKT | $99.5M | 0.5% | -7% | — |
| 52 | — | FIDELITY COVINGTON TRUST - MSCI MATLS INDEX | $98.5M | 0.5% | +10% | — |
| 53 | — | ISHARES TR - S&P 500 GRWT ETF | $97.5M | 0.5% | -1% | — |
| 54 |  $MCD | MCDONALDS CORP | $96.6M | 0.5% | +4% | 69 |
| 55 | — | STERLING CAP FDS - NATIONAL MUNI BD | $94.7M | 0.4% | +5% | — |
| 56 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | $93.6M | 0.4% | NEW | — |
| 57 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $92.9M | 0.4% | +4% | — |
| 58 |  $PM | Philip Morris International Inc. | $90.9M | 0.4% | -23% | 75.9 |
| 59 | — | ISHARES TR - US TREAS BD ETF | $89.9M | 0.4% | +8% | — |
| 60 |  $ABBV | AbbVie Inc. | $89.3M | 0.4% | +8% | 72.6 |
| 61 |  $CVX | CHEVRON CORP | $87.6M | 0.4% | +51% | 62.8 |
| 62 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $85.9M | 0.4% | +6% | — |
| 63 |  $LRCX | LAM RESEARCH CORP | $85.0M | 0.4% | -20% | 79.4 |
| 64 | — | FIDELITY COVINGTON TRUST - FIDELITY US MLTF | $83.3M | 0.4% | -3% | — |
| 65 |  $PG | PROCTER & GAMBLE Co | $80.9M | 0.4% | +7% | 64.6 |
| 66 |  $UNH | UNITEDHEALTH GROUP INC | $80.8M | 0.4% | +29% | 62.7 |
| 67 |  $LEN | LENNAR CORP /NEW/ | $77.9M | 0.4% | +26% | 47.2 |
| 68 |  $C | CITIGROUP INC | $77.0M | 0.4% | +1% | 65 |
| 69 |  $LLY | ELI LILLY & Co | $76.8M | 0.4% | +7% | 87.5 |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $73.8M | 0.3% | +7% | 67.6 |
| 71 | — | FLEXSHARES TR - CR SCD US BD | $72.4M | 0.3% | +9% | — |
| 72 | — | ISHARES TR - EAFE GRWTH ETF | $72.1M | 0.3% | +18% | — |
| 73 |  $PLTR | Palantir Technologies Inc. | $71.1M | 0.3% | +17% | 84.6 |
| 74 | — | ISHARES TR - CORE LT USDB ETF | $71.1M | 0.3% | +11% | — |
| 75 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $71.0M | 0.3% | +12% | — |
| 76 | — | ISHARES TR - S&P 500 VAL ETF | $70.7M | 0.3% | -16% | — |
| 77 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $70.1M | 0.3% | -8% | 70 |
| 78 | — | ISHARES TR - EAFE VALUE ETF | $69.4M | 0.3% | -3% | — |
| 79 | — | BONDBLOXX ETF TRUST - BLOOMBERG ONE YR | $67.6M | 0.3% | +12% | — |
| 80 | — | SPDR SERIES TRUST - ST STR CORPO ETF | $67.3M | 0.3% | +9% | — |
| 81 |  $AMGN | AMGEN INC | $64.4M | 0.3% | +14% | 79.2 |
| 82 |  $CCZ | COMCAST CORP | $63.6M | 0.3% | +85% | 59.5 |
| 83 |  $ORCL | ORACLE CORP | $62.7M | 0.3% | +7% | 66.2 |
| 84 |  $INTC | INTEL CORP | $62.2M | 0.3% | +27% | 45.6 |
| 85 |  $KMB | KIMBERLY CLARK CORP | $62.0M | 0.3% | +414% | 58.7 |
| 86 |  $WTS | WATTS WATER TECHNOLOGIES INC | $61.5M | 0.3% | +8% | 64.5 |
| 87 |  $MS | MORGAN STANLEY | $60.8M | 0.3% | -1% | 75.8 |
| 88 | — | ISHARES TR - RUS MDCP VAL ETF | $60.6M | 0.3% | -3% | — |
| 89 |  $WFC | WELLS FARGO & COMPANY/MN | $59.7M | 0.3% | +12% | 61.8 |
| 90 |  $CAT | CATERPILLAR INC | $59.3M | 0.3% | +118% | 66.5 |
| 91 | — | AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC | $58.0M | 0.3% | -1% | — |
| 92 | — | ISHARES TR - MBS ETF | $57.5M | 0.3% | +3% | — |
| 93 |  $HD | HOME DEPOT, INC. | $56.3M | 0.3% | +1% | 60.3 |
| 94 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $56.0M | 0.3% | +3% | — |
| 95 | — | ELEVATION SERIES TRUST - TRUES CONVE ETF | $55.7M | 0.3% | +6% | — |
| 96 |  $INTU | INTUIT INC. | $54.8M | 0.3% | +50% | 79.3 |
| 97 |  $ANET | Arista Networks, Inc. | $54.6M | 0.3% | +8% | 81.9 |
| 98 | — | VANGUARD INDEX FDS - GROWTH ETF | $51.9M | 0.2% | +507% | — |
| 99 |  $WT | WisdomTree, Inc. | $51.8M | 0.2% | +14% | 59.9 |
| 100 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $50.9M | 0.2% | +10% | 66.8 |
| 101 |  $VRSK | Verisk Analytics, Inc. | $50.8M | 0.2% | +82% | 71.2 |
| 102 |  $MO | ALTRIA GROUP, INC. | $49.4M | 0.2% | +46% | 67.4 |
| 103 |  $GS | GOLDMAN SACHS GROUP INC | $49.1M | 0.2% | +2% | 73.5 |
| 104 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $47.1M | 0.2% | NEW | — |
| 105 |  $RTX | RTX Corp | $46.1M | 0.2% | +4% | 73.2 |
| 106 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $45.8M | 0.2% | +24% | — |
| 107 |  $PFE | PFIZER INC | $45.3M | 0.2% | +13% | 62 |
| 108 |  $GOOGL | Alphabet Inc. | $44.0M | 0.2% | +11% | 78.2 |
| 109 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $43.4M | 0.2% | -18% | — |
| 110 | — | ELEVATION SERIES TRUST - TRUE ST SEPT ETF | $43.1M | 0.2% | -8% | — |
| 111 |  $VZ | VERIZON COMMUNICATIONS INC | $43.0M | 0.2% | -3% | 65.8 |
| 112 |  $GGG | GRACO INC | $42.5M | 0.2% | +15% | 63.4 |
| 113 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | $41.6M | 0.2% | +6% | — |
| 114 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $41.4M | 0.2% | -11% | — |
| 115 |  $GE | GENERAL ELECTRIC CO | $40.6M | 0.2% | +5% | 73.8 |
| 116 |  $CRM | Salesforce, Inc. | $40.3M | 0.2% | -7% | 77 |
| 117 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $40.2M | 0.2% | +2% | — |
| 118 |  $TROW | PRICE T ROWE GROUP INC | $39.7M | 0.2% | -5% | 69 |
| 119 | — | VANGUARD INDEX FDS - VALUE ETF | $39.3M | 0.2% | +25% | — |
| 120 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $39.0M | 0.2% | NEW | — |
| 121 |  $NFLX | NETFLIX INC | $38.3M | 0.2% | -6% | 78.8 |
| 122 | — | ISHARES TR - CORE UNIVRSL USD | $37.8M | 0.2% | +27% | — |
| 123 |  $PFH | PRUDENTIAL FINANCIAL INC | $37.5M | 0.2% | +32% | 58.7 |
| 124 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $37.0M | 0.2% | NEW | — |
| 125 |  $MDLZ | Mondelez International, Inc. | $36.1M | 0.2% | +493% | 56.4 |
| 126 | — | ISHARES TR - RUS MID CAP ETF | $35.3M | 0.2% | -4% | — |
| 127 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $35.2M | 0.2% | +3% | — |
| 128 |  $OKE | ONEOK INC /NEW/ | $34.1M | 0.2% | +75% | 71.7 |
| 129 |  $NI | NISOURCE INC. | $33.4M | 0.2% | +165% | 62.6 |
| 130 | — | AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF | $33.3M | 0.2% | NEW | — |
| 131 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $33.3M | 0.2% | +5% | — |
| 132 | — | ISHARES TR - MSCI USA MMENTM | $33.2M | 0.1% | -23% | — |
| 133 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $33.1M | 0.1% | +58% | — |
| 134 |  $GPC | GENUINE PARTS CO | $32.8M | 0.1% | +67% | 52.7 |
| 135 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $32.6M | 0.1% | -3% | 65 |
| 136 |  $GIS | GENERAL MILLS INC | $32.5M | 0.1% | +1504% | 50.7 |
| 137 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $32.5M | 0.1% | +5% | — |
| 138 |  $PKG | PACKAGING CORP OF AMERICA | $32.3M | 0.1% | +5346% | 63 |
| 139 |  $D | DOMINION ENERGY, INC | $32.2M | 0.1% | -10% | 69.9 |
| 140 |  $COST | COSTCO WHOLESALE CORP /NEW | $32.0M | 0.1% | -43% | 66.2 |
| 141 |  $ES | EVERSOURCE ENERGY | $32.0M | 0.1% | +17% | 66.1 |
| 142 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $32.0M | 0.1% | +1% | — |
| 143 |  $USB | US BANCORP \DE\ | $31.9M | 0.1% | -16% | 65.3 |
| 144 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $31.8M | 0.1% | +7% | — |
| 145 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $31.8M | 0.1% | +3% | — |
| 146 |  $BMY | BRISTOL MYERS SQUIBB CO | $31.3M | 0.1% | +10% | 70.4 |
| 147 |  $LIN | LINDE PLC | $30.7M | 0.1% | +13% | — |
| 148 |  $CMS | CMS ENERGY CORP | $30.6M | 0.1% | +38% | 57.3 |
| 149 | — | ELEVATION SERIES TRUST - S&P AU DE IN ETF | $30.3M | 0.1% | +24% | — |
| 150 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $30.3M | 0.1% | -6% | — |
New Positions (232)
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$27.2M
$FNB FNB CORP/PA/$20.5M BLACKROCK ETF TRUST - ISHA SYST AL ETF$16.0M
$GLTR abrdn Precious Metals Basket ETF Trust$11.2M BLACKROCK ETF TRUST II - ISHA GLO USD ETF$10.9M
INNOVATOR ETFS TRUST - EQUITY DEFND 1YR$9.7M
$NWSA NEWS CORP$5.2M INNOVATOR ETFS TRUST - EQUI DUAL 10 MAY$3.2M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.9M
$HONA Honeywell Aerospace Inc.$2.8M INNOVATOR ETFS TRUST - EQUI DUAL 15 MAY$2.5M
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$2.3M
YORKVILLE AMER INVTS TR - TRUTH SOCIAL GOD$2.2M
$WAY Waystar Holding Corp.$2.1M FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF$2.1M
Exited Positions (152)
$XOM.R34088 EXXON MOBIL CORP TEUCRIUM COMMODITY TR
PRINCIPAL EXCHANGE TRADED FD
TIDAL TRUST I
$PDD PDD Holdings Inc. HARBOR ETF TRUST
$XYL Xylem Inc.
$VEEV VEEVA SYSTEMS INC
$RJF RAYMOND JAMES FINANCIAL INC
$PAG PENSKE AUTOMOTIVE GROUP, INC.
$TPH Tri Pointe Homes, Inc.
$APLS Apellis Pharmaceuticals, Inc.
$CTRA Coterra Energy Inc.
$RMD RESMED INC
$AFG AMERICAN FINANCIAL GROUP INCBrowse Top Institutional Investors
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