AE Wealth Management LLC

AE Wealth Management LLC filed Q1 2026 13F-HR with $18.5B in disclosed U.S. equity holdings The portfolio is led by Technology exposure, with top positions including NVDA (3.4%), AAPL (3.3%), MSFT (2.6%). Quarter-over-quarter activity shows 9 new entries and 9 exits, with a net additive posture across 59 changed positions. Notable reduction: JPM (10.2% reduction) (JPMORGAN CHASE & CO).