AE Wealth Management LLC
Top Portfolio Positions
750 positions ·
$7,831,566,184 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
2,150,834 | $584,725,699 | 7.47% |
| NVDA |
Nvidia Corp
|
3,071,793 | $572,889,378 | 7.32% |
| MSFT |
Microsoft Corp
|
1,031,541 | $498,873,824 | 6.37% |
| AMZN |
Amazon Com Inc
|
1,507,901 | $348,053,672 | 4.44% |
| GOOGL |
Alphabet Inc.
|
891,832 | $279,143,416 | 3.56% |
| META |
Meta Platforms, Inc.
|
347,551 | $229,414,905 | 2.93% |
| AVGO |
Broadcom Inc.
|
617,694 | $213,783,864 | 2.73% |
| JPM |
Jpmorgan Chase & Co
|
516,607 | $166,461,073 | 2.13% |
| XOM |
Exxon Mobil Corp
|
969,410 | $116,658,770 | 1.49% |
| SPY |
Spdr S&P 500 Etf Trust
|
167,989 | $114,555,049 | 1.46% |
Portfolio Trend
Holdings in BWFG
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $201,230 | 4,392 | Shares | Other | 2026-01-26 | |
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