AE Wealth Management LLC
All 13F Filings
- Location
- Topeka, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 17,422,681
- Description
- Topeka Kansas based relationship driven wealth allocation platform with a limited liability advisory organization and a governance centered and selective investment mandate. The approach emphasizes active stewardship and governance oversight, model based security selection, and asset liability coordination for planning centered advisory portfolios. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through hold period discipline and governance clarity.
- Website
- https://aewealthmanagement.com/
- Founded
- 2016
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 2,454 | 17,422,681 | 13F-HR | AE Wealth Management LLC |
| Q3 2025 | 11/3/2025 | 2,278 | 15,687,603 | 13F-HR | AE Wealth Management LLC |
| Q2 2025 | 8/6/2025 | 2,159 | 13,680,675 | 13F-HR | AE Wealth Management LLC |
| Q1 2025 | 5/6/2025 | 2,143 | 11,891,319 | 13F-HR | AE Wealth Management LLC |
| Q4 2024 | 2/13/2025 | 2,122 | 11,787,940 | 13F-HR | AE Wealth Management LLC |
| Q3 2024 | 11/14/2024 | 1,233 | 11,023,441 | 13F-HR | AE Wealth Management LLC |
| Q2 2024 | 8/12/2024 | 1,230 | 9,997,044 | 13F-HR | AE Wealth Management LLC |
| Q1 2024 | 5/15/2024 | 1,141 | 8,847,328 | 13F-HR | AE Wealth Management LLC |
| Q4 2023 | 2/14/2024 | 2,040 | 19,584,106 | 13F-HR | AE Wealth Management LLC |
| Q3 2023 | 10/11/2023 | 1,939 | 16,732,510 | 13F-HR | AE Wealth Management LLC |
| Q2 2023 | 7/10/2023 | 1,889 | 16,634,009 | 13F-HR | AE Wealth Management LLC |
| Q1 2023 | 4/14/2023 | 1,867 | 15,538,660 | 13F-HR | AE Wealth Management LLC |
| Q4 2022 | 1/31/2023 | 1,812 | 13,830,187 | 13F-HR | AE Wealth Management LLC |
| Q3 2022 | 10/25/2022 | 1,740 | 12,610,918 | 13F-HR | AE Wealth Management LLC |
| Q2 2022 | 8/3/2022 | 1,715 | 12,499,057 | 13F-HR | AE Wealth Management LLC |
| Q1 2022 | 4/18/2022 | 1,659 | 14,574,824 | 13F-HR | AE Wealth Management LLC |
| Q4 2021 | 1/20/2022 | 1,688 | 14,341,032 | 13F-HR | AE Wealth Management LLC |
| Q3 2021 | 11/1/2021 | 1,620 | 12,138,836 | 13F-HR | AE Wealth Management LLC |
| Q2 2021 | 7/21/2021 | 1,592 | 11,449,516 | 13F-HR | AE Wealth Management LLC |
| Q1 2021 | 4/27/2021 | 1,477 | 9,905,452 | 13F-HR | AE Wealth Management LLC |
| Q4 2020 | 2/1/2021 | 1,370 | 8,815,240 | 13F-HR | AE Wealth Management LLC |
| Q3 2020 | 11/6/2020 | 1,282 | 7,006,508 | 13F-HR | AE Wealth Management LLC |
| Q2 2020 | 8/5/2020 | 1,263 | 6,470,195 | 13F-HR | AE Wealth Management LLC |
| Q1 2020 | 5/7/2020 | 1,112 | 4,351,549 | 13F-HR | AE Wealth Management LLC |
| Q4 2019 | 1/15/2020 | 1,135 | 4,608,261 | 13F-HR | AE Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3
(0.0% of total reported value)
· QoQ Δ:
+3
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.23 M | 81.8% | 1.463 M | 0 | 1.463 M |
| ETFs | 3.079 M | 17.7% | 250.1 K | 0 | 250.1 K |
| Debt | 48.45 K | 0.3% | 13.08 K | 0 | 13.08 K |
| Other | 39.29 K | 0.2% | 6.864 K | 0 | 6.864 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
17,422,681
Holdings
2454
QoQ value change ($000)
1,735,078
(11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.