Position in IT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$212,323
-$60,381 QoQ
Shares Held
1,341
+24.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $100,110,101 across 18 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
249,165 | $70,067,649 | |
| 2 | ACN |
Accenture plc
|
186,062 | $23,153,519 | |
| 3 | EFOR |
Everforth Inc
|
66,161 | $1,182,279 | |
| 4 | SAIC |
Science Applications International Corp
|
10,465 | $1,155,432 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
10,490 | $1,080,149 | |
| 6 | CACI |
Caci International Inc /De/
|
986 | $456,770 | |
| 7 | VRRM |
VERRA MOBILITY Corp
|
105,538 | $448,525 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
10,361 | $401,274 |
All Filings in IT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,323 | 1,341 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $272,704 | 1,081 | Shares | Other | 2026-01-26 | |
| 2024-09-30 | $210,303 | 415 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $303,145 | 672 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $205,281 | 586 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $300,173 | 893 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||