AE Wealth Management
$21.5B 13F equity value
2,833 Holdings
Quarter ended June 30, 2026
The latest 13F on file for AE Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3,849,032 | $770M | 3.6% |
| AAPL | APPLE INC | 2,564,770 | $742M | 3.5% |
| MSFT | MICROSOFT CORP | 1,366,663 | $510M | 2.4% |
| VNLA | JANUS DETROIT STR TR | 8,870,794 | $433M | 2.0% |
| AMZN | AMAZON COM INC | 1,721,249 | $410M | 1.9% |
| IVV | ISHARES TR | 517,659 | $388M | 1.8% |
| SPYG | SPDR SERIES TRUST | 2,969,896 | $353M | 1.6% |
| GOOGL | ALPHABET INC | 966,358 | $345M | 1.6% |
| AVGO | BROADCOM INC | 787,667 | $298M | 1.4% |
| MU | MICRON TECHNOLOGY INC | 254,095 | $293M | 1.4% |
Track AE Wealth Management's 13F portfolio: $21.5B in reported holdings, 2,833 positions. Top holdings and quarterly changes on SentiSense.
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