AE Wealth Management
$18.5B Assets Reported
2,733 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3,604,413 | $629M | 3.4% |
| AAPL | APPLE INC | 2,418,374 | $614M | 3.3% |
| MSFT | MICROSOFT CORP | 1,284,331 | $475M | 2.6% |
| VNLA | JANUS DETROIT STR TR | 7,914,443 | $387M | 2.1% |
| IVV | ISHARES TR | 535,640 | $350M | 1.9% |
| AMZN | AMAZON COM INC | 1,596,626 | $333M | 1.8% |
| SPYG | SPDR SERIES TRUST | 3,069,038 | $300M | 1.6% |
| AVIG | AMERICAN CENTY ETF TR | 6,535,001 | $271M | 1.5% |
| GOOGL | ALPHABET INC | 874,394 | $251M | 1.4% |
| AVGO | BROADCOM INC | 724,608 | $224M | 1.2% |
Track AE Wealth Management's 13F portfolio: $18.5B in reported holdings, 2,733 positions. Top holdings, AUM, and quarterly changes on SentiSense.