Universe · entity
AE Wealth Management LLC
Institutional manager (13F) · CIK 1697723
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $8.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $629M | 3,604,413 |
| 2 | APPLE INC | $614M | 2,418,374 |
| 3 | MICROSOFT CORP | $475M | 1,284,331 |
| 4 | JANUS DETROIT STR TR | $387M | 7,914,443 |
| 5 | ISHARES TR | $350M | 535,640 |
| 6 | AMAZON COM INC | $333M | 1,596,626 |
| 7 | SPDR SERIES TRUST | $300M | 3,069,038 |
| 8 | AMERICAN CENTY ETF TR | $271M | 6,535,001 |
| 9 | ALPHABET INC | $251M | 874,394 |
| 10 | BROADCOM INC | $224M | 724,608 |
| 11 | PIMCO ETF TR | $208M | 7,945,409 |
| 12 | META PLATFORMS INC | $206M | 359,570 |
| 13 | SPDR SERIES TRUST | $203M | 3,586,411 |
| 14 | VANGUARD INDEX FDS | $190M | 317,194 |
| 15 | PIMCO ETF TR | $175M | 1,892,589 |
| 16 | EXXON MOBIL CORP | $170M | 1,002,282 |
| 17 | ISHARES TR | $164M | 658,865 |
| 18 | SPDR SERIES TRUST | $141M | 1,847,371 |
| 19 | CAPITOL SER TR | $138M | 5,492,991 |
| 20 | JPMORGAN CHASE & CO | $136M | 463,812 |
| 21 | JOHNSON & JOHNSON | $134M | 547,306 |
| 22 | JANUS DETROIT STR TR | $133M | 2,640,486 |
| 23 | BERKSHIRE HATHAWAY INC DEL | $132M | 276,221 |
| 24 | AIM ETF PRODUCTS TRUST | $132M | 3,917,163 |
| 25 | STERLING CAP FDS | $131M | 5,542,593 |
| 26 | AIM ETF PRODUCTS TRUST | $126M | 4,738,733 |
| 27 | ISHARES TR | $118M | 1,306,747 |
| 28 | SPDR SERIES TRUST | $117M | 1,219,055 |
| 29 | CISCO SYS INC | $113M | 1,457,240 |
| 30 | WALMART INC | $112M | 904,807 |
| 31 | FIDELITY COVINGTON TRUST | $112M | 1,297,885 |
| 32 | PHILIP MORRIS INTL INC | $108M | 653,199 |
| 33 | MCDONALDS CORP | $107M | 344,786 |
| 34 | TESLA INC | $105M | 283,759 |
| 35 | DIMENSIONAL ETF TRUST | $105M | 2,335,738 |
| 36 | FIDELITY COVINGTON TRUST | $103M | 1,103,019 |
| 37 | ISHARES TR | $102M | 1,103,108 |
| 38 | PIMCO ETF TR | $101M | 1,004,333 |
| 39 | STERLING CAP FDS | $100M | 4,000,621 |
| 40 | MASTERCARD INCORPORATED | $100M | 200,129 |
| 41 | FIDELITY COVINGTON TRUST | $100M | 1,688,841 |
| 42 | ISHARES TR | $97M | 967,416 |
| 43 | FIDELITY COVINGTON TRUST | $97M | 1,379,183 |
| 44 | MICRON TECHNOLOGY INC | $93M | 276,532 |
| 45 | VISA INC | $91M | 302,052 |
| 46 | AMERICAN CENTY ETF TR | $91M | 1,340,053 |
| 47 | ISHARES INC | $90M | 1,296,578 |
| 48 | STERLING CAP FDS | $89M | 3,574,557 |
| 49 | FIDELITY COVINGTON TRUST | $88M | 1,524,735 |
| 50 | AIM ETF PRODUCTS TRUST | $86M | 2,223,975 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.