Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AE Wealth Management LLC (CIK 1697723) reported $18.49B across 2,532 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($628.5M, 3.40%), AAPL ($613.8M, 3.32%), MSFT ($475.4M, 2.57%), VNLA ($386.7M, 2.09%), IVV ($349.9M, 1.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $628.5M | 3.40% | 3.6M | Added |
| 2 | AAPL | APPLE INC | $613.8M | 3.32% | 2.4M | Added |
| 3 | MSFT | MICROSOFT CORP | $475.4M | 2.57% | 1.3M | Added |
| 4 | VNLA | JANUS DETROIT STR TR | $386.7M | 2.09% | 7.9M | Added |
| 5 | IVV | ISHARES TR | $349.9M | 1.89% | 535,640 | Added |
| 6 | AMZN | AMAZON COM INC | $332.5M | 1.80% | 1.6M | Added |
| 7 | SPYG | SPDR SERIES TRUST | $300.5M | 1.62% | 3.1M | Added |
| 8 | AVIG | AMERICAN CENTY ETF TR | $271.5M | 1.47% | 6.5M | Added |
| 9 | GOOGL | ALPHABET INC | $251.4M | 1.36% | 874,394 | Trimmed |
| 10 | AVGO | BROADCOM INC | $224.3M | 1.21% | 724,608 | Added |
| 11 | PYLD | PIMCO ETF TR | $208.2M | 1.13% | 7.9M | Added |
| 12 | META | META PLATFORMS INC | $205.7M | 1.11% | 359,570 | Added |
| 13 | SPYV | SPDR SERIES TRUST | $202.9M | 1.10% | 3.6M | Added |
| 14 | VOO | VANGUARD INDEX FDS | $189.5M | 1.02% | 317,194 | Trimmed |
| 15 | BOND | PIMCO ETF TR | $174.6M | 0.94% | 1.9M | Added |
| 16 | XOM | EXXON MOBIL CORP | $170.0M | 0.92% | 1.0M | Added |
| 17 | IWY | ISHARES TR | $164.0M | 0.89% | 658,865 | Added |
| 18 | SPLG | SPDR SERIES TRUST | $141.4M | 0.76% | 1.8M | Added |
| 19 | SCEC | CAPITOL SER TR | $137.8M | 0.75% | 5.5M | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $136.4M | 0.74% | 463,812 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $132.4M | 0.72% | 276,221 | Added |
| 22 | SIXO | AIM ETF PRODUCTS TRUST | $132.3M | 0.72% | 3.9M | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $133.8M | 0.72% | 547,306 | Added |
| 24 | JAAA | JANUS DETROIT STR TR | $133.0M | 0.72% | 2.6M | Added |
| 25 | SMDOX | STERLING CAP FDS | $130.6M | 0.71% | 5.5M | New |
Source: SEC Form 13F filings · as of 2026-03-31