AE Wealth Management LLC: 13F holdings
CIK 16977232026Q2
| Positions | 2,663 |
|---|---|
| Reported value | $21.5bn |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 3,849,032 | $770.2m | 3.6% |
| AAPL APPLE INC | 2,564,770 | $742.1m | 3.5% |
| MSFT MICROSOFT CORP | 1,366,663 | $509.8m | 2.4% |
| VNLA JANUS DETROIT STR TR | 8,870,794 | $433.5m | 2.0% |
| AMZN AMAZON COM INC | 1,721,249 | $410.2m | 1.9% |
| IVV ISHARES TR | 517,659 | $387.7m | 1.8% |
| SPYG SPDR SERIES TRUST | 2,969,896 | $353.4m | 1.6% |
| GOOGL ALPHABET INC | 966,358 | $345.3m | 1.6% |
| AVGO BROADCOM INC | 787,667 | $297.5m | 1.4% |
| MU MICRON TECHNOLOGY INC | 254,095 | $293.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697723")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.