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 151–200 of 2,453
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 77K | $1M+ | SH |
| SDIV | GLOBAL X FDS | 125K | $1M+ | SH |
| SPBO | SPDR SERIES TRUST | 102K | $1M+ | SH |
| SNAV | COLLABORATIVE INVESTMNT SER | 86K | $1M+ | SH |
| FDT | FIRST TR EXCH TRD ALPHDX FD | 37K | $1M+ | SH |
| T | AT&T INC | 119K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 167K | $1M+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 74K | $1M+ | SH |
| EGP | EASTGROUP PPTYS INC | 16K | $1M+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 68K | $1M+ | SH |
| ORCL | ORACLE CORP | 15K | $1M+ | SH |
| LEU | CENTRUS ENERGY CORP | 12K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 137K | $1M+ | SH |
| BAR | GRANITESHARES GOLD TR | 68K | $1M+ | SH |
| R | RYDER SYS INC | 15K | $1M+ | SH |
| RULE | COLLABORATIVE INVESTMNT SER | 121K | $1M+ | SH |
| SYSB | ISHARES TR | 31K | $1M+ | SH |
| MS | MORGAN STANLEY | 15K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 150K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 44K | $1M+ | SH |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 69K | $1M+ | SH |
| LQD | ISHARES TR | 24K | $1M+ | SH |
| GGG | GRACO INC | 32K | $1M+ | SH |
| IYM | ISHARES TR | 17K | $1M+ | SH |
| LEN | LENNAR CORP | 26K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 54K | $1M+ | SH |
| FALN | ISHARES TR | 97K | $1M+ | SH |
| FDG | AMERICAN CENTY ETF TR | 21K | $1M+ | SH |
| FISR | SSGA ACTIVE TR | 101K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 50K | $1M+ | SH |
| SHY | ISHARES TR | 32K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 10K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 22K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 58K | $1M+ | SH |
| MFUL | COLLABORATIVE INVESTMNT SER | 114K | $1M+ | SH |
| APOC | INNOVATOR ETFS TRUST | 94K | $1M+ | SH |
| ZROZ | PIMCO ETF TR | 38K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 19K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 54K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| DOV | DOVER CORP | 12K | $1M+ | SH |
| ZNOV | INNOVATOR ETFS TRUST | 91K | $1M+ | SH |
| DIS | DISNEY WALT CO | 21K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 79K | $1M+ | SH |
| ICVT | ISHARES TR | 24K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 18K | $1M+ | SH |
| YALL | TIDAL TRUST I | 53K | $1M+ | SH |
| XFIV | BONDBLOXX ETF TRUST | 46K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 14K | $1M+ | SH |