Ae Wealth Management LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $14.9 Billion distributed in 27096 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $575M, Nvidia Corp with a value of $573M, Microsoft Corp with a value of $523M, Janus Henderson Short Duration with a value of $368M, and Amazon Com Inc with a value of $354M.
Examining the 13F form we can see an increase of $1.41B in the current position value, from $13.5B to 14.9B.
Also it can be appreciated an additional of 312 stocks purchases and 3 closed positions.
Below you can find more details about Ae Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$14.9 Billion
ETFs: $6.9 Billion
Technology: $2.76 Billion
Financial Services: $1.23 Billion
Consumer Cyclical: $784 Million
Communication Services: $737 Million
Consumer Defensive: $585 Million
Healthcare: $581 Million
Industrials: $453 Million
Other: $795 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
