AE Wealth Management LLC
13F filer · CIK 1697723 · Topeka, KS
Summary
AE Wealth Management LLC reported $21.45B across 2,663 positions in its 13F for 2026 Q2, filed Aug 3, 2026. The largest holdings are NVDA (3.6%), AAPL (3.5%), MSFT (2.4%). Versus 2026 Q1, leaving options aside, it opened 243 new positions, added to 1,316, trimmed 833 and sold out of 171.
Reported value$21.45B
Positions2,663
Report period2026 Q2
FiledAug 3, 2026
New positions243
Added1,316
Trimmed833
Sold out171
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 3.6%Value $770.15MPrice $227.21Shares 3.85M +6.79%Since Jun 30 +13.55%
Weight 3.5%Value $742.14MPrice $329.40Shares 2.56M +6.05%Since Jun 30 +13.84%
Weight 2.4%Value $509.79MPrice $508.96Shares 1.37M +6.41%Since Jun 30 +36.44%
Weight 2.0%Value $433.47MPrice $48.75Shares 8.87M +12.08%Since Jun 30 -0.24%
Weight 1.9%Value $410.24MPrice $246.67Shares 1.72M +7.81%Since Jun 30 +3.50%
Weight 1.8%Value $387.67MPrice $767.52Shares 518K -3.36%Since Jun 30 +2.49%
Weight 1.6%Value $353.39MPrice $123.19Shares 2.97M -3.23%Since Jun 30 +3.53%
Weight 1.6%Value $345.35MPrice $340.92Shares 966K +10.52%Since Jun 30 -4.60%
Weight 1.4%Value $297.54MPrice $355.10Shares 788K +8.70%Since Jun 30 -6.00%
Weight 1.4%Value $293.30MPrice $1065Shares 254K -8.11%Since Jun 30 -7.73%
Weight 1.3%Value $270.32MPrice $39.41Shares 6.53M -0.11%Since Jun 30 -4.83%
Weight 1.2%Value $266.08MPrice $89.94Shares 3.03M +63.90%Since Jun 30 +2.34%
Weight 1.1%Value $228.04MPrice $702.46Shares 332K +4.68%Since Jun 30 +2.28%
Weight 1.0%Value $217.80MPrice $61.40Shares 3.58M -0.10%Since Jun 30 +1.00%
Weight 1.0%Value $212.29MPrice $738.79Shares 377K +4.81%Since Jun 30 +31.16%
Weight 0.9%Value $198.93MPrice $295.10Shares 684K +3.89%Since Jun 30 +1.54%
Weight 0.9%Value $197.62MPrice $25.41Shares 7.45M -6.21%Since Jun 30 -4.19%
Weight 0.9%Value $189.18MPrice $607.57Shares 326K -14.06%Since Jun 30 +4.59%
Weight 0.8%Value $171.31MPrice $512.01Shares 237K +16.29%Since Jun 30 -29.18%
Weight 0.8%Value $169.97MPrice $87.06Shares 1.84M -2.61%Since Jun 30 -5.59%
Weight 0.8%Value $164.98MPrice $334.98Shares 504K +8.67%Since Jun 30 +2.34%
Weight 0.7%Value $159.95MPrice $28.04Shares 5.80M +128.05%Since Jun 30 +1.63%
Weight 0.7%Value $154.13MPrice $31.46Shares 5.00M +67630.26%Since Jun 30 +2.01%
Weight 0.7%Value $150.47MPrice $50.68Shares 2.98M +12.86%Since Jun 30 +0.38%
Weight 0.7%Value $149.56MPrice $502.35Shares 299K +8.20%Since Jun 30 +0.39%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 3.6% | $770.15M | +13.55% | +6.79% | Add | |
| 3.5% | $742.14M | +13.84% | +6.05% | Add | |
| 2.4% | $509.79M | +36.44% | +6.41% | Add | |
| 2.0% | $433.47M | -0.24% | +12.08% | Add | |
| 1.9% | $410.24M | +3.50% | +7.81% | Add | |
| 1.8% | $387.67M | +2.49% | -3.36% | Trim | |
| 1.6% | $353.39M | +3.53% | -3.23% | Trim | |
| 1.6% | $345.35M | -4.60% | +10.52% | Add | |
| 1.4% | $297.54M | -6.00% | +8.70% | Add | |
| 1.4% | $293.30M | -7.73% | -8.11% | Trim | |
| 1.3% | $270.32M | -4.83% | -0.11% | Trim | |
| 1.2% | $266.08M | +2.34% | +63.90% | Add | |
| 1.1% | $228.04M | +2.28% | +4.68% | Add | |
| 1.0% | $217.80M | +1.00% | -0.10% | Trim | |
| 1.0% | $212.29M | +31.16% | +4.81% | Add | |
| 0.9% | $198.93M | +1.54% | +3.89% | Add | |
| 0.9% | $197.62M | -4.19% | -6.21% | Trim | |
| 0.9% | $189.18M | +4.59% | -14.06% | Trim | |
| 0.8% | $171.31M | -29.18% | +16.29% | Add | |
| 0.8% | $169.97M | -5.59% | -2.61% | Trim | |
| 0.8% | $164.98M | +2.34% | +8.67% | Add | |
| 0.7% | $159.95M | +1.63% | +128.05% | Add | |
| 0.7% | $154.13M | +2.01% | +67630.26% | Add | |
| 0.7% | $150.47M | +0.38% | +12.86% | Add | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 0.7% | $149.56M | +0.39% | +8.20% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.