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 101–150 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MUB | ISHARES TR | 45K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 52K | $1M+ | SH |
| ZSEP | INNOVATOR ETFS TRUST | 177K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 230K | $1M+ | SH |
| GE | GE AEROSPACE | 15K | $1M+ | SH |
| FLRG | FIDELITY COVINGTON TRUST | 119K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 84K | $1M+ | SH |
| OCTZ | ELEVATION SERIES TRUST | 105K | $1M+ | SH |
| IUSG | ISHARES TR | 26K | $1M+ | SH |
| SPUC | SIMPLIFY EXCHANGE TRADED FUN | 93K | $1M+ | SH |
| SOXY | TIDAL TRUST II | 72K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 201K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 91K | $1M+ | SH |
| BILZ | PIMCO ETF TR | 42K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| GOVT | ISHARES TR | 183K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 55K | $1M+ | SH |
| FLV | AMERICAN CENTY ETF TR | 53K | $1M+ | SH |
| ILTB | ISHARES TR | 78K | $1M+ | SH |
| NFLX | NETFLIX INC | 42K | $1M+ | SH |
| EMHY | ISHARES INC | 96K | $1M+ | SH |
| YMAG | TIDAL TRUST II | 273K | $1M+ | SH |
| HYEM | VANECK ETF TRUST | 192K | $1M+ | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 14K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 31K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 95K | $1M+ | SH |
| RTX | RTX CORPORATION | 19K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 93K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 61K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 59K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 235K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 129K | $1M+ | SH |
| MBB | ISHARES TR | 36K | $1M+ | SH |
| C | CITIGROUP INC | 30K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 7K | $1M+ | SH |
| AIOO | AIM ETF PRODUCTS TRUST | 132K | $1M+ | SH |
| AMGN | AMGEN INC | 10K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 35K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| ATR | APTARGROUP INC | 27K | $1M+ | SH |
| SKOR | FLEXSHARES TR | 66K | $1M+ | SH |
| MBND | SSGA ACTIVE TR | 118K | $1M+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 77K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 18K | $1M+ | SH |
| HD | HOME DEPOT INC | 9K | $1M+ | SH |
| QLTA | ISHARES TR | 65K | $1M+ | SH |
| RSMV | LISTED FDS TR | 114K | $1M+ | SH |
| SPBX | AIM ETF PRODUCTS TRUST | 113K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 76K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 13K | $1M+ | SH |