AE Wealth Management LLC
CIK 1697723
13F filing for Q2 2026・No. 360
- Holdings
- US$21.45B
- Quarter change
- +US$2.96B
- Entries
- 38,581
- Net bought (estimate)
- +US$1.02B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 239
- Sold out 171
- Cut 836
- Added 1,312
- Corporate actions 2
- Unchanged 267
Largest holdings
2,654 stocks worth US$21.45B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 3,849,032 | US$770.15M | 3.59% |
| AAPLAppleCOM | Added | 2,564,770 | US$742.14M | 3.46% |
| MSFTMicrosoftCOM | Added | 1,366,663 | US$509.79M | 2.38% |
| JANUS DETROIT STR TRHENDRSN SHRT ETF | Added | 8,870,794 | US$433.47M | 2.02% |
| AMZNAmazonCOM | Added | 1,721,249 | US$410.24M | 1.91% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 517,659 | US$387.67M | 1.81% |
| SPDR SERIES TRUSTST STR P500GRW | Cut | 2,969,896 | US$353.39M | 1.65% |
| GOOGLAlphabetCAP STK CL A | Added | 966,358 | US$345.35M | 1.61% |
| AVGOBroadcomCOM | Added | 787,667 | US$297.54M | 1.39% |
| MUMicronCOM | Cut | 254,095 | US$293.3M | 1.37% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.