AE Wealth Management LLC

Q1 2026 13F-HR Detailed Holdings

Location
Topeka, KS
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
32,377
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 1/26/2026 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 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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 210 Financial
2 Tounjian Advisory Group, LLC 028-21313
3 Alpha Planning & Financial Services
4 Arcadia Wealth Management, LLC 028-22839
5 Authentikos Wealth Advisory, LLC 028-23170
6 B.O.S.S. Retirement Advisors, LLC 028-22825
7 Beacon Capital Management, LLC 028-22525
8 Blackston Financial Advisory Group, LLC 028-22184
9 RETIREMENT FINANCIAL SOLUTIONS, LLC 028-22734
10 Blue Wealth Inc
11 Brigher Financial
12 Buck Wealth Strategies, LLC 028-23413
13 Capital A Wealth Management, LLC 028-25417
14 Capstar Financial Services
15 Centennnial Advisors, LLC
16 Centennial Wealth Advisory LLC 028-20457
17 Creekmur Asset Management LLC 028-24000
18 Cruz Investments and Wealth Management
19 Csenge Advisory Group 028-18154
20 Decker Retirement Planning Inc. 028-24552
21 Elevated Capital Advisors
22 Elite Retirement Planning LLC
23 EVOLUTION WEALTH MANAGEMENT INC. 028-25771
24 Family Legacy Planning
25 FWG Investments, LLC. 028-23896
26 FSA Advisors, Inc. 028-24190
27 Fletcher Financial Group
28 Pineridge Advisors LLC 028-23998
29 Global Wealth Management, Inc
30 Golden Reserve Retirement LLC 028-25543
31 Guerra Advisors Inc 028-25226
32 Harlow Wealth Managment, Inc. 028-24092
33 Hobart Private Capital, LLC
34 HOWARD BAILEY SECURITIES, LLC 028-24436
35 Integrated Wealth Management Inc
36 International Private Wealth Advisors LLC 028-24120
37 JL Perkins Wealth Management
38 Kanani Advisory Group
39 Key Capital Management Inc
40 Kingdom Financial Group LLC. 028-23315
41 Mach-1 Financial Group, LLC 028-20742
42 MADISON AVENUE SECURITIES, LLC
43 Mercurio Weath Advisors
44 Merkkuri Wealth Advisors LLC 028-24398
45 Montgomery Financial Services
46 Networth Advisors LLC
47 Nicholas Wealth, LLC. 028-23404
48 Park Square Financial Services
49 POM Investment Strategies, LLC
50 Peterson Financial Group, Inc. 028-21545
51 Price Financial
52 Quest 10 Wealth Builders, Inc. 028-25066
53 Raleigh Capital Management Inc. 028-22260
54 SMART Wealth LLC 028-24523
55 Retirement Income Strategies
56 Ross Wealth Management
57 RSG Investments LLC
58 Safeguard Investment Advisory Group, LLC 028-21043
59 SECURED RETIREMENT ADVISORS, LLC 028-23972
60 Slagle Financial, LLC 028-23363
61 Spectrum Advisors, Inc
62 Stephen Smith Financial
63 Sterling Bridge Financial Group
64 Strategy Financial Group
65 Strickler Financial Group
66 Teamwork Financial Advisors
67 The Holland Group
68 The Lifewealth Group
69 Lloyd Advisory Services, LLC. 028-19912
70 The Retirement Solution, Inc
71 Thrive Capital Management, LLC 028-20787
72 Transce3nd, LLC 028-25063
73 VCI Wealth Management LLC 028-23584
74 Wellment Financial
75 Witt Finanical Group LLC