13F filer

AE Wealth Management

As of Jun 30, 2026 Filed Aug 3, 2026 CIK 1697723 SEC filings ↗

13F Value

$21.45B

Positions

2,663

Top Position

NVDA3.6%

Top 5

13.4%

Latest filing changes

vs Mar 31, 2026

1 SIXD AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF >999%+$153.9M

2 MAYW AllianzIM U.S. Equity Buffer20 May ETF >999%+$129.0M

3 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +63.9%+$103.7M

4 MAYT AllianzIM U.S. Equity Buffer10 May ETF >999%+$103.5M

5 JUNW AllianzIM U.S. Equity Buffer20 Jun ETF >999%+$93.4M

Holdings2,663

#
1	NVDA NVIDIA	3.6%	$770.2M	+6.8%	3.85M	3.4%	Common Stock
2	AAPL Apple	3.5%	$742.1M	+6.1%	2.56M	3.3%	Common Stock
3	MSFT Microsoft	2.4%	$509.8M	+6.4%	1.37M	2.6%	Common Stock
4	VNLA Janus Henderson Short Duration Income ETF	2.0%	$433.5M	+12.1%	8.87M	2.1%	ETF
5	AMZN Amazon	1.9%	$410.2M	+7.8%	1.72M	1.8%	Common Stock
6	IVV iShares Core S&P 500 ETF	1.8%	$387.7M	-3.4%	517.7K	1.9%	ETF
7	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	1.6%	$353.4M	-3.2%	2.97M	1.6%	ETF
8	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 966,358 reported quantity $345,349,224 reported value	1.6%	$345.3M	+10.5%	966.4K	1.4%	Common Stock
9	AVGO Broadcom	1.4%	$297.5M	+8.7%	787.7K	1.2%	Common Stock
10	MU Micron Technology	1.4%	$293.3M	-8.1%	254.1K	0.5%	Common Stock
11	AVIG Avantis Core Fixed Income ETF	1.3%	$270.3M	-0.1%	6.53M	1.5%	ETF
12	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.2%	$266.1M	+63.9%	3.03M	0.8%	ETF
13	VOO Vanguard 500 Index Fund — ETF Shares	1.1%	$228.0M	+4.7%	332.0K	1.0%	ETF
14	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	1.0%	$217.8M	-0.1%	3.58M	1.1%	ETF
15	META Meta Platforms	1.0%	$212.3M	+4.8%	376.9K	1.1%	Common Stock
16	IWY iShares Russell Top 200 Growth ETF	0.9%	$198.9M	+3.9%	684.5K	0.9%	ETF
17	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	0.9%	$197.6M	-6.2%	7.45M	1.1%	ETF
18	AMD Advanced Micro Devices	0.9%	$189.2M	-14.1%	325.7K	0.4%	Common Stock
19	AMAT Applied Materials	0.8%	$171.3M	+16.3%	236.9K	0.4%	Common Stock
20	BOND PIMCO Active Bond Exchange-Traded Fund	0.8%	$170.0M	-2.6%	1.84M	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing168

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.