AE Wealth Management LLC
•CIK: 1697723•Filing: Q4 2025
AE Wealth Management LLC, with $17.3 billion in assets under management, is known for its concentrated, high-conviction investment strategy, focusing on a core group of 2,449 positions. Recently, the fund has made notable moves by adding positions in PVEX and ACN, up 4,121% and 1,450% respectively, while exiting USMC and LXPUSD, reflecting its dynamic approach to capitalizing on growth opportunities.
Total AUM
$17.3B
+ $2.9K in options
QoQ Performance
+10.3%
Positions
921
+ 1 option
Top 10 Concentration
27.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.4%
NVDA3.3%
MSFT2.9%
VNLA2.1%
AMZN2.0%
IVV2.0%
SPYG1.8%
GOOGL1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.4%
Technology20.1%
Consumer5.7%
Financial5.6%
ETF4.0%
Healthcare2.8%
Communication1.1%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+2073 more exited positions
Changes from Q3 2025
NEW2 new positions
↑150 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023