AE Wealth Management LLC
Annual return '25
-1.6%
SPY '25
+17.7%
Alpha
-19.3ptsvs SPY
Invested
$18.5B
Holdings
2,590
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 90.1% (756.0k → 74.7k shares)
3.4%
02
$AAPL
APPLE INC
Q1 2026: Sold 97.2% (476.2k → 13.3k shares)
3.3%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 98.8% (283.0k → 3.4k shares)
2.6%
04
$VNLA
JANUS DETROIT STR TR
Q1 2026: Exited (was 503.5k shares)
2.1%
05
$IVV
ISHARES TR
Q1 2026: Sold 67.7% (13.6k → 4.4k shares)
1.9%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 90.8% (300.1k → 27.5k shares)
1.8%
07
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 22.1k shares)
1.6%
08
$AVIG
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 797.2k shares)
1.5%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 94.9% (173.0k → 8.9k shares)
1.4%
10
$AVGO
BROADCOM INC
Q1 2026: Sold 99.1% (137.3k → 1.2k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:16 UTC.