CIK 1697723
AE Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
2,453
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 364K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 311K | $1M+ | SH |
| XLSR | SSGA ACTIVE TR | 132K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 23K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 39K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 87K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 28K | $1M+ | SH |
| FDIS | FIDELITY COVINGTON TRUST | 77K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 85K | $1M+ | SH |
| JAJL | INNOVATOR ETFS TRUST | 269K | $1M+ | SH |
| FIDU | FIDELITY COVINGTON TRUST | 94K | $1M+ | SH |
| WMT | WALMART INC | 68K | $1M+ | SH |
| BOND | PIMCO ETF TR | 81K | $1M+ | SH |
| IEFA | ISHARES TR | 82K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 51K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 15K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 194K | $1M+ | SH |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 180K | $1M+ | SH |
| AVMC | AMERICAN CENTY ETF TR | 100K | $1M+ | SH |
| IWO | ISHARES TR | 22K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 121K | $1M+ | SH |
| IYZ | ISHARES TR | 193K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 49K | $1M+ | SH |
| MCD | MCDONALDS CORP | 21K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 40K | $1M+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 114K | $1M+ | SH |
| XONE | BONDBLOXX ETF TRUST | 127K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 29K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 7K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 102K | $1M+ | SH |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 71K | $1M+ | SH |
| SGOV | ISHARES TR | 61K | $1M+ | SH |
| IXP | ISHARES TR | 50K | $1M+ | SH |
| IYH | ISHARES TR | 92K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 69K | $1M+ | SH |
| GAEM | SIMPLIFY EXCHANGE TRADED FUN | 217K | $1M+ | SH |
| AVXC | AMERICAN CENTY ETF TR | 91K | $1M+ | SH |
| ABBV | ABBVIE INC | 25K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 7K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 105K | $1M+ | SH |
| CRM | SALESFORCE INC | 20K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 21K | $1M+ | SH |
| FMAT | FIDELITY COVINGTON TRUST | 101K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 34K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 110K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 28K | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 44K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 115K | $1M+ | SH |
| MAT | MATTEL INC | 249K | $1M+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 43K | $1M+ | SH |