13F Filings History of Pineridge Advisors LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Signature - Title
Kyle Jones - CCO
Location
St. Charles, MO
Summary
This page shows a list of all the recent 13F filings made by Pineridge Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pineridge Advisors LLC reported 460 stock holdings with total value $349,777,816 as of Q3 2025. Top holdings included XHLF, ITOT, XFIV, GPIX, and SPEM. AE Wealth Management LLC is reporting for Pineridge Advisors LLC.

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Holdings Value

AE Wealth Management LLC is reporting for Pineridge Advisors LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 $0 13F-NT 11 Feb 2026, 19:31
Q3 2025 460 $349,777,816 +$108,017,749 -$46,793,352 +$61,224,397 XHLF, ITOT, XFIV, GPIX, SPEM 13F-HR 04 Nov 2025, 12:24
Q2 2025 561 $275,897,781 +$10,295,259 -$3,343,972 +$6,951,287 XHLF, ITOT, SPY, SPEM, IBTI 13F-HR 11 Aug 2025, 16:46
Q1 2025 509 $255,889,881 +$82,522,512 -$88,719,580 -$6,197,068 XHLF, ITOT, SPY, SPEM, IBTI 13F-HR 30 Apr 2025, 14:10
Q4 2024 633 $264,672,335 +$54,782,423 -$43,848,674 +$10,933,749 ITOT, IEF, XFIV, SPY, SPEM 13F-HR 29 Jan 2025, 10:48
Q3 2024 607 $264,301,255 +$73,830,361 -$113,628,762 -$39,798,401 ITOT, IEF, XFIV, SPEM, SPY 13F-HR 18 Oct 2024, 12:03
Q2 2024 629 $293,134,274 +$124,009,775 -$120,889,834 +$3,119,941 XHLF, ITOT, SPY, SPEM, IEF 13F-HR 25 Jul 2024, 16:58
Q1 2024 609 $284,308,942 +$15,886,842 -$40,157,393 -$24,270,551 XHLF, USMV, GLDM, SLV, SH 13F-HR 16 May 2024, 08:17
Q4 2023 812 $301,815,869 $0 $0 $0 XHLF, USMV, GLDM, SLV, SH 13F-HR 01 Mar 2024, 10:58