AE Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Topeka, KS
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
2,591
Total value ($000)
$18,492,881
Net value change ($000)
+1,070,200 (6.1%)
New positions
280
Sold out positions
144
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCEP 130,644 NEW
SCMC 100,016 NEW
STERLING CAP NATL MB ETF 88,863 NEW
FHLC 84,130 651.7%
CORO 71,237 NEW
NVDA 55,660 9.7%
INTU 55,574 1118.4%
XOM 53,388 45.8%
BOND 36,697 26.6%
PYLD 35,304 20.4%
Top Reduces (Value $000, Stocks/ETFs)
IWO -81,616 -94.8%
QBER -52,730 -70.0%
SPY -52,554 -46.0%
OEF -45,891 -95.4%
VGSH -41,933 -77.2%
LLY -41,506 -42.9%
FREL -36,764 -84.7%
EGP -34,671 -97.9%
R -33,320 -97.2%
MUB -30,151 -62.6%
Instrument mix + QoQ Δ (ex-options)
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