AE Wealth Management LLC

Q4 2025 13F-HR Detailed Holdings

Location
Topeka, KS
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
27,096
Total value ($000)
$17,422,681
Net value change ($000)
+1,735,078 (11.1%)
New positions
306
Sold out positions
134
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 11/3/2025 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SIXO 136,196 36513.7%
OCTW 86,494 28266.0%
AAPL 72,886 14.2%
GSEP 62,155 75798.8%
GOOGL 54,295 24.1%
NVDA 51,015 9.8%
AMZN 46,982 15.6%
PYLD 45,035 35.2%
PVEX 44,751 4120.7%
BOND 44,215 47.2%
Top Reduces (Value $000, Stocks/ETFs)
SIXP -134,431 -99.4%
DECW -74,619 -71.2%
GJUL -60,231 -98.8%
TMO -30,411 -90.9%
AFL -30,351 -93.9%
QUAL -28,364 -30.6%
TJX -28,172 -85.2%
IEX -25,390 -98.2%
EXC -24,659 -57.3%
UNH -23,964 -58.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 210 Financial
2 Tounjian Advisory Group, LLC 028-21313
3 Arcadia Wealth Management, LLC 028-22839
4 Authentikos Wealth Advisory, LLC 028-23170
5 B.O.S.S. Retirement Advisors, LLC 028-22825
6 Beacon Capital Management, LLC 028-22525
7 Blackston Financial Advisory Group, LLC 028-22184
8 RETIREMENT FINANCIAL SOLUTIONS, LLC 028-22734
11 Buck Wealth Strategies, LLC 028-23413
12 Capital A Wealth Management, LLC 028-25417
14 Centennial Advisors, LLC
15 Centennial Wealth Advisory LLC 028-20457
16 Creekmur Asset Management LLC 028-24000
18 Csenge Advisory Group 028-18154
19 Decker Retirement Planning Inc. 028-24552
67 Transce3nd, LLC 028-25063
17 Elite Retirement Planning LLC
18 Family Legacy Planning
19 FWG Investments, LLC. 028-23896
20 FSA Advisors, Inc. 028-24190
26 FSR Wealth Management Ltd. 028-22596
27 Pineridge Advisors LLC 028-23998
28 Global Wealth Management, Inc
29 Guerra Advisors Inc 028-25226
30 Harlow Wealth Managment, Inc. 028-24092
31 HOWARD BAILEY SECURITIES, LLC 028-24436
32 Integrated Wealth Management, Inc
35 Kanani Advisory Group
37 Kingdom Financial Group LLC. 028-23315
38 Mach-1 Financial Group, LLC 028-20742
39 MADISON AVENUE SECURITIES, LLC
40 Mercurio Wealth Advisors
41 Merkkuri Wealth Advisors LLC 028-24398
42 Montgomery Financial Services
43 Networth Advisors, LLC
44 New Millennium Group LLC 028-21967
45 Nicholas Wealth, LLC. 028-23404
46 Park Square Financial Services
47 POM Investment Strategies, LLC
48 Peterson Financial Group, Inc. 028-21545
49 Price Financial
50 Quest 10 Wealth Builders, Inc. 028-25066
51 Raleigh Capital Management Inc. 028-22260
52 SMART Wealth LLC 028-24523
53 Retirement Income Strategies
55 RSG Investments LLC
56 Safeguard Investment Advisory Group, LLC 028-21043
57 SECURED RETIREMENT ADVISORS, LLC 028-23972
58 Slagle Financial, LLC 028-23363
59 Spectrum Advisors, Inc
61 Strategy Financial Group
62 The Holland Group
63 The Lifewealth Group
68 VCI Wealth Management LLC 028-23584
69 Witt Financial Group, LLC
10 Brighter Financial
17 Cruz Investments and Wealth Management
21 EVOLUTION WEALTH MANAGEMENT INC. 028-25771
62 International Private Wealth Advisors LLC 028-24120
34 J L Perkins Wealth Management
65 The Retirement Solution
66 Thrive Capital Management, LLC 028-20787
25 Fletcher Financial Group
9 Blue Wealth Inc
13 Capstar Financial Services
36 Key Capital Management
54 Ross Wealth Advisors
59 Sterling Bridge Financial Group
64 Lloyd Advisory Services, LLC. 028-19912