AE Wealth Management LLC

CIK 0001697723 · TOPEKA, KS · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

AE Wealth Management LLC reported 2,663 positions worth $21.45B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: NVDA (3.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$21.45B
2026 Q2
Positions
2,663
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.2%
Est. Net Flow (Q)
2026 Q2
10 / 2663 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$770.2M3.59%3,849,032
2AAPLAPPLE INCSH$742.1M3.46%2,564,770
3MSFTMICROSOFT CORPSH$509.8M2.38%1,366,663
4VNLAJANUS DETROIT STR TRSH$433.5M2.02%8,870,794
5AMZNAMAZON COM INCSH$410.2M1.91%1,721,249
6IVVISHARES TRSH$387.7M1.81%517,659
7SPYGSPDR SERIES TRUSTSH$353.4M1.65%2,969,896
8GOOGLALPHABET INCSH$345.3M1.61%966,358
9AVGOBROADCOM INCSH$297.5M1.39%787,667
10MUMICRON TECHNOLOGY INCSH$293.3M1.37%254,095

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does AE Wealth Management LLC hold as of Q2 2026?

AE Wealth Management LLC reported 2663 positions worth $21.45B in its Q2 2026 13F filing. Largest positions: NVDA (3.6%), AAPL (3.5%), MSFT (2.4%), VNLA (2.0%) and AMZN (1.9%).

What did AE Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did AE Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.