StockDriftsStockDriftsTop 50 AE Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.59% | 3.85M | $770.2M | +6.79%(+244.62K) | $98.68(+123.42%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.46% | 2.56M | $742.1M | +6.05%(+146.40K) | $168.61(+81.88%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.38% | 1.37M | $509.8M | +6.41%(+82.33K) | $362.73(+38.60%) | 2026-06-30 | |
| VNLA | JANUS DETROIT STR TR | 2.02% | 8.87M | $433.5M | +12.08%(+956.35K) | $48.57(+0.64%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.91% | 1.72M | $410.2M | +7.81%(+124.62K) | $172.15(+59.71%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.81% | 517.7K | $387.7M | -3.36%(-17.98K) | $422.78(+83.87%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 1.65% | 2.97M | $353.4M | -3.23%(-99.14K) | $73.04(+68.09%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.61% | 966.4K | $345.3M | +10.52%(+91.96K) | $145.11(+142.21%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.39% | 787.7K | $297.5M | +8.70%(+63.06K) | $214.74(+95.75%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.37% | 254.1K | $293.3M | -8.11%(-22.44K) | $113.14(+661.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.17% | +60.85% | +9.35% | +56.36% |
| Top 20 Holdings Unweighted | +16.87% | +59.62% | +8.97% | +53.67% |
AE Wealth Management LLC reports $21.45B in US-listed equity holdings across 2,663 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.6%), AAPL (3.5%) and MSFT (2.4%). The top 20 holdings account for 31.08% of reported assets. Its disclosed equity book has returned +60.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from AE Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697723). View AE Wealth Management LLC’s 13F filings on SEC