AE Wealth Management LLC
Q2 2025 13F Holdings
- Locationtopeka, KS
- Num holdings
2,159
- Value ($000)
$13,680,675
- Date Filed08/06/2025
- Form type13F-HR
- CIK0001697723
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $434.11M | 3 % | 2,747,675 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $408.86M | 3 % | 821,982 | ||
AAPL APPLE INC | COM | 037833100 | $370.12M | 3 % | 1,803,941 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $335.07M | 2 % | 6,810,378 | ||
AMZN AMAZON COM INC | COM | 023135106 | $266.89M | 2 % | 1,216,520 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $259.07M | 2 % | 2,717,937 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $250.61M | 2 % | 403,627 | ||
META META PLATFORMS INC | CL A | 30303M102 | $220.04M | 2 % | 298,119 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $185.99M | 1 % | 327,430 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $174.34M | 1 % | 4,188,949 |
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