AE Wealth Management LLC - Portfolio overview

AE Wealth Management LLC has 2762 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. SCMC - STERLING CAP FDS, 6.99%
2. SPY - STATE STR SPDR S&P 500 ETF T, 3.66%
3. JANW - AIM ETF PRODUCTS TRUST, 2.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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