AE Wealth Management LLC

Q4 2025 13F Combination Report, Stock Holdings

Signature - Title
Shawn Scholz - Chief Compliance Officer
Location
Topeka, KS
Holdings as of
31 Dec 2025
Value $
$17,422,671,879
Num holdings
2,449
Filing time
26 Jan 2026, 15:22:18 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AAPL, NVDA, MSFT, VNLA, and AMZN.
Previous filing
Q3 2025 - 03 Nov 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q4 compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Shawn Scholz Chief Compliance Officer Topeka, Kansas 26 Jan 2026

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

Other Included Managers (69):

Num Name Location File Number
1 210 Financial
2 Tounjian Advisory Group, LLC Fort Myers, FL 028-21313
3 Arcadia Wealth Management, LLC Manchester, NH 028-22839
4 Authentikos Wealth Advisory, LLC Morgan Hill, CA 028-23170
5 B.O.S.S. Retirement Advisors, LLC Lehi, UT 028-22825
6 Beacon Capital Management, LLC Franklin, TN 028-22525
7 Blackston Financial Advisory Group, LLC The Villages, FL 028-22184
8 RETIREMENT FINANCIAL SOLUTIONS, LLC Knoxville, TN 028-22734
11 Buck Wealth Strategies, LLC Denver, CO 028-23413
12 Capital A Wealth Management, LLC Cranberry Twp, PA 028-25417
14 Centennial Advisors, LLC Austin, TX
15 Centennial Wealth Advisory LLC Traverse City, MI 028-20457
16 Creekmur Asset Management LLC Morton, IL 028-24000
18 Csenge Advisory Group Clearwater, FL 028-18154
19 Decker Retirement Planning Inc. Levi, UT 028-24552
67 Transce3nd, LLC Buda, TX 028-25063
17 Elite Retirement Planning LLC
18 Family Legacy Planning
19 FWG Investments, LLC. Lexington, KY 028-23896
20 FSA Advisors, Inc. Troy, MI 028-24190
26 FSR Wealth Management Ltd. Elmhurst, IL 028-22596
27 Pineridge Advisors LLC St. Charles, MO 028-23998
28 Global Wealth Management, Inc
29 Guerra Advisors Inc Miami, FL 028-25226
30 Harlow Wealth Managment, Inc. Vancouver, WA 028-24092
31 HOWARD BAILEY SECURITIES, LLC Fort Wayne, IN 028-24436
32 Integrated Wealth Management, Inc
35 Kanani Advisory Group
37 Kingdom Financial Group LLC. Peoria, AZ 028-23315
38 Mach-1 Financial Group, LLC Rogers, AR 028-20742
39 MADISON AVENUE SECURITIES, LLC
40 Mercurio Wealth Advisors
41 Merkkuri Wealth Advisors LLC Hicksville, NY 028-24398
42 Montgomery Financial Services
43 Networth Advisors, LLC Canonsburg, PA
44 New Millennium Group LLC Sandy, UT 028-21967
45 Nicholas Wealth, LLC. Marietta, GA 028-23404
46 Park Square Financial Services
47 POM Investment Strategies, LLC Raleigh, NC
48 Peterson Financial Group, Inc. Des Moines, IA 028-21545
49 Price Financial
50 Quest 10 Wealth Builders, Inc. Fuquay Varina, VA 028-25066
51 Raleigh Capital Management Inc. Cary, NC 028-22260
52 SMART Wealth LLC Omaha, NE 028-24523
53 Retirement Income Strategies
55 RSG Investments LLC
56 Safeguard Investment Advisory Group, LLC Corona, CA 028-21043
57 SECURED RETIREMENT ADVISORS, LLC St Louis Park, MN 028-23972
58 Slagle Financial, LLC Edwardsville, IL 028-23363
59 Spectrum Advisors, Inc
61 Strategy Financial Group
62 The Holland Group
63 The Lifewealth Group
68 VCI Wealth Management LLC St Louis, MO 028-23584
69 Witt Financial Group, LLC
10 Brighter Financial
17 Cruz Investments and Wealth Management
21 EVOLUTION WEALTH MANAGEMENT INC. Fort Myers, FL 028-25771
62 International Private Wealth Advisors LLC San Diego, CA 028-24120
34 J L Perkins Wealth Management
65 The Retirement Solution
66 Thrive Capital Management, LLC Fort Washington, PA 028-20787
25 Fletcher Financial Group
9 Blue Wealth Inc
13 Capstar Financial Services
36 Key Capital Management
54 Ross Wealth Advisors
59 Sterling Bridge Financial Group
64 Lloyd Advisory Services, LLC. Suwanee, GA 028-19912