13F Filings History of AE Wealth Management LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$17,422,671,879
Signature - Title
Shawn Scholz - Chief Compliance Officer
Location
Topeka, KS
Summary
This page shows a list of all the recent 13F filings made by AE Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AE Wealth Management LLC reported 2449 stock holdings with total value $17,422,671,879 as of Q4 2025. Top holdings included AAPL, NVDA, MSFT, VNLA, and AMZN.

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Holdings Value

List of Other Managers Reporting for AE Wealth Management LLC:

Name Holdings Value Location File Number
ZEGA Investments, LLC $515,487,519 Palm Beach Gardens, FL 028-24897
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 2,449 $17,422,671,879 +$2,622,539,870 -$1,097,845,314 +$1,524,694,556 AAPL, NVDA, MSFT, VNLA, AMZN 13F-HR 26 Jan 2026, 15:22
Q3 2025 2,276 $15,687,598,889 +$2,086,049,179 -$990,002,447 +$1,096,046,732 NVDA, AAPL, MSFT, VNLA, SPYG 13F-HR 03 Nov 2025, 14:04
Q2 2025 2,146 $13,680,668,812 +$1,967,934,798 -$1,054,543,796 +$913,391,002 NVDA, MSFT, AAPL, VNLA, AMZN 13F-HR 06 Aug 2025, 16:23
Q1 2025 2,144 $11,891,315,849 +$1,137,391,346 -$752,037,762 +$385,353,584 AAPL, MSFT, VNLA, NVDA, AMZN 13F-HR 06 May 2025, 12:54
Q4 2024 2,175 $11,787,932,257 +$1,876,336,024 -$1,081,426,638 +$794,909,386 AAPL, MSFT, NVDA, VNLA, AMZN 13F-HR 13 Feb 2025, 10:32
Q3 2024 1,271 $11,023,433,977 +$1,850,550,634 -$1,363,564,889 +$486,985,745 AAPL, MSFT, NVDA, VNLA, VOO 13F-HR 14 Nov 2024, 16:07
Q2 2024 1,260 $9,993,957,513 +$1,994,152,173 -$785,570,030 +$1,208,582,143 AAPL, MSFT, NVDA, VNLA, VOO 13F-HR 12 Aug 2024, 16:07
Q1 2024 1,177 $8,847,324,817 +$593,524,310 -$11,898,240,873 -$11,304,716,563 AAPL, MSFT, VOO, VNLA, IVV 13F-HR 15 May 2024, 11:07
Q4 2023 2,035 $19,171,907,356 +$3,167,582,344 -$2,046,138,459 +$1,121,443,885 AAPL, MSFT, SPLG, VOO, IVV 13F-HR 14 Feb 2024, 14:14
Q3 2023 1,933 $16,726,336,229 +$1,884,923,650 -$1,163,243,009 +$721,680,641 AAPL, SPLG, MSFT, IVV, VOO 13F-HR 11 Oct 2023, 16:48
Q2 2023 1,886 $16,629,186,891 +$2,510,572,484 -$2,089,197,042 +$421,375,442 AAPL, SPLG, VOO, IVV, MSFT 13F-HR 10 Jul 2023, 12:03
Q1 2023 1,864 $15,533,660,472 +$2,339,583,385 -$1,245,106,715 +$1,094,476,670 AAPL, BIL, SPLG, IVV, VOO 13F-HR 14 Apr 2023, 13:02
Q4 2022 1,808 $13,826,237,802 +$1,713,260,205 -$1,208,412,152 +$504,848,053 BIL, SPLG, AAPL, VOO, IVV 13F-HR 31 Jan 2023, 12:54
Q3 2022 1,736 $12,604,986,000 +$2,371,612,642 -$1,491,389,704 +$880,222,938 BIL, VOO, AAPL, SPLG, IVV 13F-HR 25 Oct 2022, 10:01
Q2 2022 1,711 $12,492,750,000 +$2,091,911,818 -$2,083,474,311 +$8,437,507 VOO, AAPL, SPLG, IVV, MSFT 13F-HR 03 Aug 2022, 09:10
Q1 2022 1,654 $14,563,537,000 +$2,626,684,189 -$1,706,939,829 +$919,744,360 VOO, AAPL, IVV, SPLG, SPY 13F-HR 18 Apr 2022, 10:12
Q4 2021 1,688 $14,341,023,000 +$2,473,081,886 -$1,012,963,721 +$1,460,118,165 VOO, AAPL, IVV, IWY, SPY 13F-HR 20 Jan 2022, 11:45
Q3 2021 1,591 $12,128,088,000 +$2,024,494,110 -$1,181,418,123 +$843,075,987 VOO, AAPL, IVV, IWY, QQQ 13F-HR 01 Nov 2021, 16:24
Q2 2021 1,555 $11,433,830,000 +$2,249,805,490 -$1,231,499,926 +$1,018,305,564 VOO, IWY, AAPL, IVV, QQQ 13F-HR 21 Jul 2021, 11:49
Q1 2021 1,458 $9,889,172,000 +$2,025,628,096 -$1,183,215,697 +$842,412,399 VOO, AAPL, IWY, TLT, QQQ 13F-HR 27 Apr 2021, 12:33
Q4 2020 1,343 $8,802,316,000 +$1,719,663,268 -$535,726,522 +$1,183,936,746 VOO, AAPL, TLT, QQQ, IWY 13F-HR 01 Feb 2021, 15:40
Q3 2020 1,257 $6,991,730,000 +$1,194,478,109 -$906,537,577 +$287,940,532 VOO, TLT, AAPL, QQQ, IWY 13F-HR 06 Nov 2020, 12:23
Q2 2020 1,240 $6,454,462,000 +$2,162,530,506 -$671,935,541 +$1,490,594,965 VOO, TLT, IWY, AAPL, QQQ 13F-HR 05 Aug 2020, 11:46
Q1 2020 1,095 $4,343,793,000 +$1,111,612,361 -$591,565,417 +$520,046,944 SHV, VOO, IWY, AAPL, TLT 13F-HR 07 May 2020, 11:49
Q4 2019 1,118 $4,605,554,000 +$1,075,441,833 -$132,243,949 +$943,197,884 VOO, IWY, AAPL, VEA, IWX 13F-HR 15 Jan 2020, 16:29
Q3 2019 985 $3,460,696,000 +$416,483,013 -$317,473,911 +$99,009,102 VOO, IWY, IWX, AAPL, VEA 13F-HR 05 Nov 2019, 16:35
Q2 2019 965 $3,328,948,000 +$1,894,210,451 -$43,157,595 +$1,851,052,856 VOO, IWY, IVV, IWX, VEA 13F-HR 22 Jul 2019, 11:58
Q1 2019 635 $1,439,148,000 +$835,296,254 -$45,113,054 +$790,183,200 VOO, IWY, IWX, VEA, IVV 13F-HR 14 May 2019, 11:00
Q4 2018 472 $584,197,000 +$37,510,109 -$1,076,783,399 -$1,039,273,290 AAPL, MSFT, XOM, CVX, IVV 13F-HR 14 Feb 2019, 18:27
Q3 2018 594 $1,817,268,000 +$434,530,190 -$126,611,510 +$307,918,680 VOO, IWY, VEA, IWX, ANGL 13F-HR 13 Nov 2018, 18:16
Q2 2018 448 $1,469,565,000 +$265,836,706 -$102,257,177 +$163,579,529 VOO, ANGL, VEA, IWY, TLT 13F-HR 14 Aug 2018, 18:59
Q1 2018 437 $1,295,542,000 +$234,296,651 -$47,144,980 +$187,151,671 VOO, ANGL, VEA, TLT, IWY 13F-HR 14 May 2018, 14:52
Q4 2017 415 $1,133,044,000 +$204,250,421 -$184,100,800 +$20,149,621 VOO, ANGL, VEA, TLT, IWY 13F-HR 06 Feb 2018, 14:21
Q3 2017 398 $1,077,638,000 +$276,613,462 -$61,015,382 +$215,598,080 VOO, ANGL, VEA, TLT, IWY 13F-HR 08 Nov 2017, 13:18
Q2 2017 379 $838,041,000 +$359,319,793 -$69,573,625 +$289,746,168 VOO, VEA, ANGL, AGG, VMBS 13F-HR 11 Aug 2017, 17:47
Q1 2017 271 $539,505,000 +$289,644,849 -$5,812,748 +$283,832,101 VOO, AGG, VEA, HYG, JNK 13F-HR 10 May 2017, 18:55
Q4 2016 189 $246,887,000 $0 $0 $0 AGG, VOO, VEA, IVV, ITOT 13F-HR 13 Feb 2017, 17:38