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AE Wealth Management LLC

Q2 2026 13F filing

Updated 38 days ago

38,581 disclosed positions worth $21.5B

Portfolio value
$21.5B
Total holdings
38,581
New positions
243
Closed positions
171
Increased
1,316
Decreased
833
Turnover
1.1%
Filed
2026-08-03

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+166039.1%
Value
$307.8M
Shares
1.54M
% Port
1.43%
A

APPLE INC

+205022.0%
Value
$302.7M
Shares
1.05M
% Port
1.41%
S

SPDR SERIES TRUST

+203987.5%
Value
$260.2M
Shares
2.96M
% Port
1.21%
V

VANGUARD INDEX FDS

+11146.6%
Value
$210.2M
Shares
306.0K
% Port
0.98%
M

MICROSOFT CORP

+684526.3%
Value
$204.3M
Shares
547.7K
% Port
0.95%
E

ISHARES TR

+1352584.0%
Value
$196.6M
Shares
676.3K
% Port
0.92%
?
7.N/A

JANUS DETROIT STR TR

+1436.9%
Value
$183.7M
Shares
3.76M
% Port
0.86%
A

AMAZON COM INC

+530970.1%
Value
$173.4M
Shares
727.6K
% Port
0.81%
?
9.N/A

ELEVATION SERIES TRUST

+2969148.2%
Value
$159.7M
Shares
5.79M
% Port
0.74%
?
10.N/A

AIM ETF PRODUCTS TRUST

+67610.5%
Value
$154.1M
Shares
5.00M
% Port
0.72%
C
11.CAT

CAPITOL SER TR

+219291.3%
Value
$148.3M
Shares
5.92M
% Port
0.69%
G

ALPHABET INC

+509312.5%
Value
$145.6M
Shares
407.5K
% Port
0.68%
?
13.N/A

STERLING CAP FDS

+1496106.5%
Value
$131.7M
Shares
5.27M
% Port
0.61%
?
14.N/A

AIM ETF PRODUCTS TRUST

+17665785.7%
Value
$129M
Shares
3.71M
% Port
0.60%
M
15.MU

MICRON TECHNOLOGY INC

+692381.3%
Value
$127.9M
Shares
110.8K
% Port
0.60%
A
16.AVGO

BROADCOM INC

+447987.8%
Value
$125.3M
Shares
331.6K
% Port
0.58%
?
17.N/A

ISHARES TR

+286626.4%
Value
$122.1M
Shares
1.16M
% Port
0.57%
E
18.ETHA

ISHARES TR

+54872.3%
Value
$119M
Shares
158.9K
% Port
0.55%
P
19.PDI

PIMCO ETF TR

+7070.6%
Value
$112M
Shares
1.11M
% Port
0.52%
?
20.N/A

STERLING CAP FDS

+10.4%
Value
$111M
Shares
4.42M
% Port
0.52%
?
21.N/A

AIM ETF PRODUCTS TRUST

+527616.5%
Value
$103.5M
Shares
2.65M
% Port
0.48%
S
22.SPY

STATE STR SPDR S&P 500 ETF T

+39805.8%
Value
$101.9M
Shares
136.5K
% Port
0.47%
S

SPDR SERIES TRUST

+191361.1%
Value
$100.7M
Shares
846.3K
% Port
0.47%
E
24.ETHA

ISHARES INC

+647833.0%
Value
$96.1M
Shares
1.16M
% Port
0.45%
E
25.ETHA

ISHARES TR

+199034.5%
Value
$95.3M
Shares
693.0K
% Port
0.44%
?
26.N/A

AIM ETF PRODUCTS TRUST

+1839125.7%
Value
$93.6M
Shares
2.72M
% Port
0.44%
?
27.N/A

STERLING CAP FDS

+17112.0%
Value
$92.1M
Shares
3.66M
% Port
0.43%
E
28.ETHA

BLACKROCK ETF TRUST

+166618.7%
Value
$91.6M
Shares
1.35M
% Port
0.43%
E
29.ETHA

ISHARES TR

+41005.2%
Value
$89M
Shares
118.8K
% Port
0.41%
E
30.ETHA

BLACKROCK ETF TRUST

+314647.1%
Value
$85.6M
Shares
2.34M
% Port
0.40%
S

SPDR SERIES TRUST

+162208.8%
Value
$85.4M
Shares
717.4K
% Port
0.40%
?
32.N/A

AMERICAN CENTY ETF TR

+13009.4%
Value
$83.9M
Shares
2.03M
% Port
0.39%
M
33.META

META PLATFORMS INC

+408872.2%
Value
$82.9M
Shares
147.2K
% Port
0.39%
A
34.AMD

ADVANCED MICRO DEVICES INC

+2094000.0%
Value
$73M
Shares
125.6K
% Port
0.34%
E
35.ETHA

ISHARES TR

+385058.8%
Value
$70.9M
Shares
570.0K
% Port
0.33%
E
36.ETHA

ISHARES TR

+300114.8%
Value
$68.8M
Shares
303.2K
% Port
0.32%
E
37.ETHA

ISHARES TR

+187884.6%
Value
$67.5M
Shares
881.6K
% Port
0.31%
?
38.N/A

JANUS DETROIT STR TR

+1535.2%
Value
$66.9M
Shares
1.33M
% Port
0.31%
N
39.NVDA

NVIDIA CORPORATION

+35246.4%
Value
$65.5M
Shares
327.3K
% Port
0.31%
T
40.TSLA

TESLA INC

+115044.4%
Value
$65.4M
Shares
155.4K
% Port
0.30%
A
41.AMAT

APPLIED MATLS INC

+492577.8%
Value
$64.1M
Shares
88.7K
% Port
0.30%
P
42.PDI

PIMCO ETF TR

+2427.3%
Value
$63.9M
Shares
2.41M
% Port
0.30%
S

SPDR SERIES TRUST

+230065.9%
Value
$63.1M
Shares
1.04M
% Port
0.29%
J

JPMORGAN CHASE & CO

+162759.0%
Value
$62.4M
Shares
190.5K
% Port
0.29%
A
45.AAPL

APPLE INC

+41770.2%
Value
$61.8M
Shares
213.5K
% Port
0.29%
E
46.ETHA

ISHARES TR

+252716.8%
Value
$59.5M
Shares
361.5K
% Port
0.28%
B

BERKSHIRE HATHAWAY INC DEL

+297905.1%
Value
$58.2M
Shares
116.2K
% Port
0.27%
?
48.N/A

AIM ETF PRODUCTS TRUST

-1.2%
Value
$57.9M
Shares
1.47M
% Port
0.27%
J
49.JNJ

JOHNSON & JOHNSON

+220374.5%
Value
$57.1M
Shares
224.9K
% Port
0.27%
P
50.PDI

PIMCO ETF TR

+2149.5%
Value
$56.9M
Shares
2.15M
% Port
0.27%