account_balance
Investment manager · 13F filer · SEC CIK 1697723
AE Wealth Management LLC
Reported value$23.2Bas of Sep 30, 2026
Positions2,809 282 new, 128 sold out
Top 10 weight22.3%NVDA alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
4.0%Added +7%
AAPLApple Inc.
3.8%Added +4%
MSFTMicrosoft Corp
3.1%
VNLAJanus Detroit STR Tr
2.0%Added +7%
AMZNAmazon.com Inc
2.0%Added +6%
IVViShares Tr
1.7%
GOOGLAlphabet Inc.
1.6%Added +12%
SPYGSPDR Series Trust
1.6%
AVGOBroadcom Inc.
1.3%Added +7%
METAMeta Platforms, Inc.
1.3%Added +6%
MUMicron Technology Inc
1.2%Added +7%
SPYMSPDR Series Trust
1.2%
NVDANVIDIA Corp
4.0%Added +7%
AAPLApple Inc.
3.8%Added +4%
MSFTMicrosoft Corp
3.1%
VNLAJanus Detroit STR Tr
2.0%+7%
AMZNAmazon.com Inc
2.0%+6%
IVViShares Tr
1.7%
GOOGLAlphabet Inc.
1.6%
SPYGSPDR Series Trust
1.6%
AVGOBroadcom Inc.
1.3%
METAMU1.2%SPYM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 4.0% Added +7%AAPL Apple Inc. 3.8% Added +4%MSFT Microsoft Corp 3.1% Held
VNLA Janus Detroit STR Tr 2.0% Added +7%
AMZN Amazon.com Inc 2.0% Added +6%IVV iShares Tr 1.7% Held
GOOGL Alphabet Inc. 1.6% Added +12%SPYG SPDR Series Trust 1.6% Held
AVGO Broadcom Inc. 1.3% Added +7%META Meta Platforms, Inc. 1.3% Added +6%MU Micron Technology Inc 1.2% Added +7%SPYM SPDR Series Trust 1.2% Held
What changed
Biggest moves since Jun 30, 2026
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