How many stocks does AE Wealth Management LLC own?

As of Q2 2026, AE Wealth Management LLC holds 2,663 positions in their 13F portfolio.

What is AE Wealth Management LLC's largest holding?

NVDA at 3.6% of portfolio, worth $770.2M.

What is AE Wealth Management LLC's total portfolio value?

$21.5B as of Q2 2026, tracked across 2,663 holdings.

Is AE Wealth Management LLC a hedge fund?

AE Wealth Management LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does AE Wealth Management LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has AE Wealth Management LLC's portfolio changed in Q2 2026?

View AE Wealth Management LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is AE Wealth Management LLC's investment strategy?

AE Wealth Management LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

AE Wealth Management LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings2,663 positions

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Activity:

				Price Trend
NVDA NVIDIA Corporation	3.8M	$770.2M	3.6%	—	$100.42	+68.19%	30 qtrssince 2019-Q1	Increased 62
AAPL Apple Inc.	2.6M	$742.1M	3.5%	—	$173.77	+100.56%	30 qtrssince 2019-Q1	Increased 62
MSFT Microsoft Corporation	1.4M	$509.8M	2.4%	—	$350.00	+52.33%	30 qtrssince 2019-Q1	Increased 57
VNLA ETF JANUS DETROIT STR TR	8.9M	$433.5M	2.0%	—	$44.18	+10.09%	13 qtrssince 2023-Q2	Increased 60
AMZN Amazon.com, Inc.	1.7M	$410.2M	1.9%	—	$176.18	+53.75%	30 qtrssince 2019-Q1	Increased 53
IVV ETF ISHARES S&P 500	517,659	$387.7M	1.8%	—	$485.39	+57.21%	30 qtrssince 2019-Q1	Decreased 0
SPYG ETF SPDR SER TR	3M	$353.4M	1.6%	—	$73.59	+55.24%	30 qtrssince 2019-Q1	Decreased 0
GOOGL Alphabet Inc.	966,358	$345.3M	1.6%	—	$155.76	+84.50%	30 qtrssince 2019-Q1	Increased 54
AVGO Broadcom Inc.	787,667	$297.5M	1.4%	—	$221.49	+49.88%	30 qtrssince 2019-Q1	Increased 53
MU Micron Technology, Inc.	254,095	$293.3M	1.4%	—	$104.77	+592.11%	30 qtrssince 2019-Q1	Decreased 0
AVIG ETF AMERICAN CENTY ETF TR	6.5M	$270.3M	1.3%	—	$39.07	+2.29%	22 qtrssince 2021-Q1	Decreased 0
SP SPYM ETF State Street SPDR Portfolio S&P 500 ETF	3M	$266.1M	1.2%	—	$66.48	+32.79%	29 qtrssince 2019-Q2	Increased 71
VOO ETF VANGUARD S&P	332,032	$228M	1.1%	—	$302.02	+128.29%	30 qtrssince 2019-Q1	Increased 51
SPYV ETF SPDR SERIES TRUST	3.6M	$217.8M	1.0%	—	$44.83	+43.72%	29 qtrssince 2019-Q2	Decreased 0
META Meta Platforms, Inc.	376,868	$212.3M	1.0%	—	$481.03	+33.34%	30 qtrssince 2019-Q1	Increased 45
IWY ETF iShares Trust	684,496	$198.9M	0.9%	—	$144.77	+85.80%	30 qtrssince 2019-Q1	Increased 45
PYLD ETF PIMCO ETF TR	7.5M	$197.6M	0.9%	—	$24.36	+4.86%	11 qtrssince 2023-Q4	Decreased 0
AMD Advanced Micro Devices, Inc.	325,655	$189.2M	0.9%	—	$129.32	+298.39%	29 qtrssince 2019-Q2	Decreased 0
AMAT Applied Materials, Inc.	236,947	$171.3M	0.8%	—	$266.21	+39.94%	30 qtrssince 2019-Q1	Increased 50
BOND ETF PIMCO ETF TR	1.8M	$170M	0.8%	—	$87.13	+1.53%	29 qtrssince 2019-Q2	Decreased 0

$21.5B

AUM

2,663

Positions

Q2 2026

Filing

HI rating · 4.5/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$11,891,319,324	0.876992470211%
2025-Q2	$13,680,674,976	15.0475788535%
2025-Q3	$15,687,602,534	14.6697992718%
2025-Q4	$17,422,680,826	11.0601877389%
2026-Q1	$18,492,880,764	6.14256754565%
2026-Q2	$21,454,520,875	16.0150284252%