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CIK: 0001697723
Total reported value
$21.5B
$21.5B
2453 檔
11.1%
During the Q4 2025 filing period, AE Wealth Management LLC (CIK: 0001697723) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $21.5B across 2453 reported positions.
In Q4 2025, AE Wealth Management LLC displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2453 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.14% | +7.00% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.19% | +9.82% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.19% | +17.23% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.11% | -0.07% | +5.06% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.11% | +9.97% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -0.08% | +8.57% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.80% | +0.03% | -2.25% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.25% | -3.58% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.47% | -0.21% | +19.16% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.12% | +11.69% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.18% | +4.38% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.04% | +1.94% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.14% | -0.08% | +12.23% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.01% | +0.04% | +1.98% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.99% | -0.21% | +36.04% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.03% | +8.07% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.79% | -0.15% | +47.60% | |
| 18 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.78% | -0.72% | +35648.24% | |
| 19 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 0.77% | -0.06% | +2.28% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.02% | -4.38% | |
| 21 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 0.74% | -0.67% | -0.36% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.73% | -0.02% | +4.77% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.92% | EXIT | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | -0.03% | -1.61% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.48% | -0.94% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.20% | +17.52% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.02% | +2.07% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.07% | +44.18% | |
| 29 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.62% | +0.04% | +24.31% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.61% | +0.01% | -5.43% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.08% | +11.80% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.05% | +1.81% | |
| 33 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.58% | +0.23% | -15.54% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.58% | +0.05% | +26.13% | |
| 35 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.57% | +0.03% | +3.16% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.04% | +13.98% | |
| 37 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.57% | +0.03% | +26.74% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.06% | +56.61% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.06% | +4.12% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.55% | -0.01% | +3.95% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.02% | -1.59% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.53% | +0.86% | -9.93% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.08% | +2.98% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | +0.03% | +58.35% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | +2.49% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.13% | -10.02% | |
| 47 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.50% | -0.46% | +27776.23% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.49% | +0.01% | +24.21% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.49% | +0.02% | +2.56% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.48% | -0.16% | +56.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SIXO | Allian US Equ 6 Mon Bu10-usd | +0.8% | +35648.24% | Add |
| 2 | OCTW | Alianzim US Eq Bfr20 Oct-usd | +0.5% | +27776.23% | Add |
| 3 | GSEP | Ft Vest US Equity Moderate B | +0.4% | +74173.79% | Add |
| 4 | PVEX | Trueshare Convequity Etf-usd | +0.3% | +4084.72% | Add |
| 5 | BOND | Pimco Active Bond Exchange-t | +0.2% | +47.60% | Add |
| 6 | WMT | Walmart Inc | +0.2% | +56.61% | Add |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.2% | +36.04% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.58% | Trim |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +58.35% | Add |
| 10 | BAC | Bank Of America CORP | +0.2% | +58.06% | Add |
| 11 | MU | Micron Technology Inc | +0.2% | -9.93% | Trim |
| 12 | LRCX | Lam Research CORP | +0.2% | +256.83% | Add |
| 13 | LEN | Lennar Corp-a | +0.2% | +1549.12% | Add |
| 14 | ACN | Accenture plc | +0.2% | +1324.88% | Add |
| 15 | MA | Mastercard Inc - A | +0.1% | +44.18% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +4.12% | Add |
| 17 | BNY | Bank Of New York Mellon CORP | +0.1% | +997.50% | Add |
| 18 | JANZ | Trueshares Struct Outc Jan | +0.1% | +8918.26% | Add |
| 19 | MS | Morgan Stanley | +0.1% | +619.00% | Add |
| 20 | PM | Philip Morris International | +0.1% | +56.25% | Add |
| 21 | AVXC | Avantis Emg Mkt Ex China ETF | +0.1% | +56.37% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | +77.25% | Add |
| 23 | CPB | THE Campbell's Company | +0.1% | +2690.09% | Add |
| 24 | IVE | Ishares S&p 500 Value ETF | +0.1% | +38.50% | Add |
| 25 | RTX | Rtx CORP | +0.1% | +95.48% | Add |
| 26 | AAPL | Apple Inc | +0.1% | +7.00% | Add |
| 27 | AVIG | Avantis Core Fixed Income | +0.1% | +19.16% | Add |
| 28 | GE | General Electric | +0.1% | +55.28% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | +9.97% | Add |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +26.13% | Add |
| 31 | FIDU | Fidelity Msci Indust Indx | +0.1% | +24.31% | Add |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +11.80% | Add |
| 33 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | +26.74% | Add |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +12.23% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | — | +8.57% | Add |
| 36 | NVDA | Nvidia CORP | 0% | +9.82% | Add |
| 37 | MSFT | Microsoft CORP | -0.1% | +17.23% | Add |
| 38 | YUM | Yum! Brands Inc | -0.2% | -93.41% | Trim |
| 39 | IEX | Idex CORP | -0.2% | -98.36% | Trim |
| 40 | EXC | Exelon CORP | -0.2% | -55.86% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -56.06% | Trim |
| 42 | TJX | Tjx Companies Inc | -0.2% | -86.11% | Trim |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.2% | -92.38% | Trim |
| 44 | AFL | Aflac Inc | -0.2% | -93.81% | Trim |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -32.00% | Trim |
| 46 | GJUL | Ft Vest US Equity Moderate B | -0.4% | -98.86% | Trim |
| 47 | DECW | Alianzim US Eq Bfr20 Dec-usd | -0.5% | -72.05% | Trim |
| 48 | SIXP | Allian US Equ 6 Mon Bu10-usd | -0.9% | -99.44% | Trim |
| 49 | DOV | Dover CORP | — | NEW | New buy |
| 50 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
According to official SEC Form 13F filings, AE Wealth Management LLC reported a total U.S. public equity portfolio value of $21.5B across 2453 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 11.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
DOV
市值: $25.0M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $224.8M
During Q4 2025, AE Wealth Management LLC's top holdings by market value included AAPL (3.4%)、NVDA (3.3%)、MSFT (2.9%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 2025, AE Wealth Management LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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