Institutions / AE Wealth Management LLC
AE Wealth Management LLC
CIK 1697723 · Institution · as of Dec 31, 2025
Portfolio value
$17.42B
Positions
2,453
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,453 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $584.73M | 3.4% |
| NVIDIA Corp | $572.89M | 3.3% |
| Microsoft Corp | $498.87M | 2.9% |
| Janus Detroit Str Tr | $367.70M | 2.1% |
| Amazon.com Inc | $348.05M | 2.0% |
| iShares Tr | $347.23M | 2.0% |
| SPDR Series Trust | $313.98M | 1.8% |
| Alphabet Inc. | $279.14M | 1.6% |
| American Centy ETF Tr | $255.27M | 1.5% |
| Meta Platforms Inc | $229.42M | 1.3% |
| Broadcom Inc. | $213.78M | 1.2% |
| Vanguard Index Fds | $212.15M | 1.2% |
| SPDR Series Trust | $198.79M | 1.1% |
| iShares Tr | $176.72M | 1.0% |
| PIMCO ETF Tr | $172.87M | 1.0% |
| JPMORGAN CHASE & CO | $166.46M | 1.0% |
| PIMCO ETF Tr | $137.95M | 0.8% |
| Aim ETF Products Trust | $136.57M | 0.8% |
| Capitol Ser Tr | $133.86M | 0.8% |
| Warren E. Buffett | $133.65M | 0.8% |
| Aim ETF Products Trust | $129.60M | 0.7% |
| Janus Detroit Str Tr | $128.05M | 0.7% |
| Exxon Mobil Corp | $116.66M | 0.7% |
| iShares Inc | $115.59M | 0.7% |
| SPDR Series Trust | $114.64M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.