AE Wealth Management LLC

Q2 2025 13F Combination Report, Stock Holdings

Signature - Title
Shawn Scholz - Chief Compliance Officer
Location
Topeka, KS
Holdings as of
June 30, 2025
Value $
$13.7B
Num holdings
2,145
Date filed
8/6/2025, 04:23 PM
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 NVDA, MSFT, AAPL, VNLA, and AMZN.
Previous filing
Q1 2025 - May 6, 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default.
* 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 8/5/2025

List of Other Managers Reporting for AE Wealth Management LLC:

Name Holdings Value Location File Number
ZEGA Investments, LLC $399M Palm Beach Gardens, FL 028-24897

Other Included Managers (57):

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
9 Buck Wealth Strategies, LLC Denver, CO 028-23413
10 Capital A Wealth Management, LLC New Castle, PA 028-25417
11 Centennial Advisors, LLC
12 Centennial Wealth Advisory LLC Traverse City, MI 028-20457
13 Creekmur Asset Management LLC Morton, IL 028-24000
14 Csenge Advisory Group Clearwater, FL 028-18154
15 Decker Retirement Planning Inc. Levi, UT 028-24552
16 Transce3nd, LLC Kyle, 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
21 FSR Wealth Management Ltd. Elmhurst, IL 028-22596
22 Pineridge Advisors LLC St. Charles, MO 028-23998
23 Global Wealth Management, Inc
24 Guerra Advisors Inc Miami, FL 028-25226
25 Harlow Wealth Managment, Inc. Vancouver, WA 028-24092
26 Howard Bailey Securities, Llc Fort Wayne, IN 028-24436
27 Integrated Wealth Management, Inc
28 Kanani Advisory Group
29 Kingdom Financial Group LLC. Peoria, AZ 028-23315
30 Mach-1 Financial Group, LLC Rogers, AR 028-20742
31 MADISON AVENUE SECURITIES, LLC
32 Mercurio Wealth Advisors
33 Merkkuri Wealth Advisors LLC Hicksville, NY 028-24398
34 Montgomery Financial Services
35 Networth Advisors, LLC
36 New Millennium Group LLC Sandy, UT 028-21967
37 BluePath Capital Management, LLC Atlanta, GA 028-23404
38 Oliver Lagore Vanvalin Investment Group Flint, MI 028-22391
39 Park Square Financial Services
40 POM Investment Strategies, LLC Raleigh, NC
41 Peterson Financial Group, Inc. Des Moines, IA 028-21545
42 Price Financial
43 Quest 10 Wealth Builders, Inc. Fuquay Varina, VA 028-25066
44 Raleigh Capital Management Inc. Cary, NC 028-22260
45 SMART Wealth LLC Omaha, NE 028-24523
46 Retirement Income Strategies
47 RSG Investments LLC
48 Safeguard Investment Advisory Group, LLC Corona, CA 028-21043
49 Secured Retirement Advisors, Llc St Louis Park, MN 028-23972
50 Slagle Financial, LLC Edwardsville, IL 028-23363
51 Spectrum Advisors, Inc
52 Strategy Financial Group
53 The Holland Group
54 The Lifewealth Group
55 Lloyd Advisory Services, LLC. Suwanee, GA 028-19912
56 VCI Wealth Management LLC St Louis, MO 028-23584
57 Witt Financial Group, LLC