Institutional Fund
Ae Wealth Management LLC
Topeka, KSCIK 16977235 filings on record
Portfolio Value
$18.49B
Q1 2026
Holdings
2,586
Reported positions
New Buys
282
Opened this quarter
QoQ Change
+6.1%
from $17.42B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.4%
- Apple Inc3.3%
- Microsoft Corp2.6%
- Janus Detroit Str Tr2.1%
- Ishares Tr1.9%
- Amazon Com Inc1.8%
- Other84.9%
Portfolio Holdings
2,586 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 3.60M | $628.55M | 3.4% | +532.6K | Added |
| 2 | Apple Inc | 2.42M | $613.76M | 3.3% | +267.5K | Added |
| 3 | Microsoft Corp | 1.28M | $475.42M | 2.6% | +252.8K | Added |
| 4 | Janus Detroit Str Tr | 7.91M | $386.70M | 2.1% | +431.7K | Added |
| 5 | Ishares Tr | 535.6K | $349.89M | 1.9% | +28.7K | Added |
| 6 | Amazon Com Inc | 1.60M | $332.53M | 1.8% | +88.7K | Added |
| 7 | Spdr Series Trust | 3.07M | $300.49M | 1.6% | +126.4K | Added |
| 8 | American Centy ETF Tr | 6.54M | $271.46M | 1.5% | +445.9K | Added |
| 9 | Alphabet Inc | 874.4K | $251.44M | 1.4% | −17.4K | Reduced |
| 10 | Broadcom Inc | 724.6K | $224.27M | 1.2% | +106.9K | Added |
2,576 more holdings on Premium
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