13F Insight
DOSSIER · 13F-HR · Q3 2026

AE Wealth Management LLC

$23.2B in tracked AUM across 44,437 positions as of Q3 2026.

AW
CIK 0001697723 · last filed Sep 30, 2026
Total AUM
$23.2B
as of Q3 2026
Holdings
44,437
+146 QoQ
positions
Whale Score
60
60
tracked
Activity
2639
+282 new, −136 sold
changes this Q
AI Analysis · Q3 2026

AE Wealth Management LLC filed its latest 13F-HR for Q3 2026. 2639 position changes this quarter — 282 new, 136 exited, 1515 added, 706 trimmed.

Quarter at a glance — Q3 2026

2639 material changes this filing.

ADD
MSFTMICROSOFT CORP
+16K sh
+$199M
3.1%
ADD
NVDANVIDIA CORPORATION
+251K sh
+$166M
4.0%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+987K sh
+$161M
0.7%
NEW
SCECSTERLING CAP FDS
+6.4M sh
+$152M
0.7%
EXIT
SCECCAPITOL SER TR
-6.0M sh
$-149M
—
ADD
AAPLAPPLE INC
+109K sh
+$148M
3.8%
ADD
METAMETA PLATFORMS INC
+24K sh
+$78M
1.3%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$936M4.1M4.0%02
AAPL
APPLE INC
$891M2.7M3.8%03
MSFT
MICROSOFT CORP
$709M1.4M3.1%04
VNLA
JANUS DETROIT STR TR
$462M9.5M2.0%05
AMZN
AMAZON COM INC
$455M1.8M2.0%06
IVV
ISHARES TR
$394M515K1.7%07
GOOGL
ALPHABET INC
$371M1.1M1.6%08
SPYG
SPDR SERIES TRUST
$364M3.0M1.6%09
AVGO
BROADCOM INC
$295M840K1.3%10
META
META PLATFORMS INC
$291M401K1.3%

Filing history

2026Q3Sep 30
$23.2B▲ 8.2%
44,437 positionsView →2026Q2Jun 30
$21.5B▲ 16.0%
38,579 positionsView →2026Q1Mar 31
$18.5B▲ 6.1%
32,377 positionsView →2025Q4Dec 31
$17.4B▲ 11.1%
27,096 positionsView →2025Q3Sep 30
$15.7B▲ 14.7%
23,163 positionsLocked2025Q2Jun 30
$13.7B▲ 15.0%
18,962 positionsLocked2025Q1Mar 31
$11.9B▲ 0.9%
16,117 positionsLocked2024Q4Dec 31
$11.8B▲ 6.9%
14,866 positionsLocked2024Q3Sep 30
$11.0B▲ 10.3%
8,464 positionsLocked2024Q2Jun 30
$10.0B▲ 13.0%
8,112 positionsLocked2024Q1Mar 31
$8.8B▼ 54.8%
7,224 positionsLocked2023Q4Dec 31
$19.6B▲ 17.0%
2,252 positionsLocked
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