§ 13F · FUND PROFILE
AE Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $13680.7T (13F)Positions · 18962Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$687.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.34M | $249.2T | 1.4% | — |
| 2 | AAPL | APPLE INC | 913K | $248.1T | 1.4% | — |
| 3 | MSFT | MICROSOFT CORP | 428K | $206.9T | 1.2% | — |
| 4 | VOO | VANGUARD INDEX FDS | 320K | $200.6T | 1.2% | — |
| 5 | VNLA | JANUS DETROIT STR TR | 3.71M | $182.2T | 1.0% | — |
| 6 | IWY | ISHARES TR | 633K | $175.2T | 1.0% | +2% |
| 7 | AMZN | AMAZON COM INC | 678K | $156.6T | 0.9% | — |
| 8 | SIXO | AIM ETF PRODUCTS TRUST | 3.93M | $136.5T | 0.8% | — |
| 9 | SCEC | CAPITOL SER TR | 5.25M | $133.1T | 0.8% | +2% |
| 10 | DECU | AIM ETF PRODUCTS TRUST | 4.72M | $129.4T | 0.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AE SIGNAL
AC read
AE Wealth Management LLC is a Other fund managing $13680675.0 trillion in assets. The fund runs a massive portfolio of 18,962 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed