Institutional Manager · CIK 0001697723
AE Wealth Management LLC
TOPEKA, KS · File #028-17779
Latest AUM
$17.42B
Positions
27,096
Top-10 Concentration
38.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202527,096 pos · $17.42B
- 13F COMBINATION REPORTQ/E Sep 202523,163 pos · $15.69B
- 13F COMBINATION REPORTQ/E Jun 202518,962 pos · $13.68B
- 13F COMBINATION REPORTQ/E Mar 202516,117 pos · $11.89B
- 13F COMBINATION REPORTQ/E Dec 202414,866 pos · $11.79B
- 13F COMBINATION REPORTQ/E Sep 20248,464 pos · $11.02B
- 13F COMBINATION REPORTQ/E Jun 20248,112 pos · $10.00B
- 13F COMBINATION REPORTQ/E Mar 20247,224 pos · $8.85B
- 13F HOLDINGS REPORTQ/E Dec 20232,138 pos · $16.73B
- 13F HOLDINGS REPORTQ/E Sep 20231,998 pos · $16.63B
- 13F HOLDINGS REPORTQ/E Jun 20231,891 pos · $15.54B
- 13F HOLDINGS REPORTQ/E Mar 20231,831 pos · $13.83B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,336,315 | $249.2M | 5.23% |
| 2 | APPLE INC | AAPL | 912,511 | $248.1M | 5.20% |
| 3 | MICROSOFT CORP | MSFT | 427,756 | $206.9M | 4.34% |
| 4 | VANGUARD INDEX FDS | 922908363 | 319,831 | $200.6M | 4.21% |
| 5 | JANUS DETROIT STR TR | 47103U886 | 3,707,729 | $182.2M | 3.82% |
| 6 | ISHARES TR | 464289438 | 632,800 | $175.2M | 3.68% |
| 7 | AMAZON COM INC | AMZN | 678,484 | $156.6M | 3.28% |
| 8 | AIM ETF PRODUCTS TRUST | 00888H877 | 3,928,994 | $136.5M | 2.86% |
| 9 | CAPITOL SER TR | 14064D444 | 5,248,539 | $133.1M | 2.79% |
| 10 | AIM ETF PRODUCTS TRUST | 00888H521 | 4,723,219 | $129.4M | 2.71% |
| 11 | ISHARES TR | 464287200 | 185,114 | $126.8M | 2.66% |
| 12 | ALPHABET INC | GOOG | 396,859 | $124.2M | 2.61% |
| 13 | ISHARES INC | 46434G103 | 1,698,193 | $114.2M | 2.39% |
| 14 | SPDR SERIES TRUST | 78464A854 | 1,387,428 | $111.3M | 2.33% |
| 15 | SPDR SERIES TRUST | 78464A409 | 1,023,992 | $109.3M | 2.29% |
| 16 | SPDR S&P 500 ETF TR | SPY | 157,135 | $107.2M | 2.25% |
| 17 | ISHARES TR | 464289420 | 1,071,037 | $98.4M | 2.06% |
| 18 | META PLATFORMS INC | META | 142,622 | $94.1M | 1.97% |
| 19 | BROADCOM INC | AVGO | 269,286 | $93.2M | 1.95% |
| 20 | AIM ETF PRODUCTS TRUST | 00888H505 | 2,223,362 | $86.7M | 1.82% |