AE Wealth Management LLC

Q4 2025 13F Detailed Holdings

Location
Topeka, KS
Holdings as of
12/31/2025
Value ($000)
$17,422,681
Num holdings
27,096
Date filed
1/26/2026
Form type
13F-HR
Prev filing
11/3/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 210 Financial
2 Tounjian Advisory Group, LLC 028-21313
3 Arcadia Wealth Management, LLC 028-22839
4 Authentikos Wealth Advisory, LLC 028-23170
5 B.O.S.S. Retirement Advisors, LLC 028-22825
6 Beacon Capital Management, LLC 028-22525
7 Blackston Financial Advisory Group, LLC 028-22184
8 RETIREMENT FINANCIAL SOLUTIONS, LLC 028-22734
11 Buck Wealth Strategies, LLC 028-23413
12 Capital A Wealth Management, LLC 028-25417
14 Centennial Advisors, LLC
15 Centennial Wealth Advisory LLC 028-20457
16 Creekmur Asset Management LLC 028-24000
18 Csenge Advisory Group 028-18154
19 Decker Retirement Planning Inc. 028-24552
67 Transce3nd, LLC 028-25063
17 Elite Retirement Planning LLC
18 Family Legacy Planning
19 FWG Investments, LLC. 028-23896
20 FSA Advisors, Inc. 028-24190
26 FSR Wealth Management Ltd. 028-22596
27 Pineridge Advisors LLC 028-23998
28 Global Wealth Management, Inc
29 Guerra Advisors Inc 028-25226
30 Harlow Wealth Managment, Inc. 028-24092
31 HOWARD BAILEY SECURITIES, LLC 028-24436
32 Integrated Wealth Management, Inc
35 Kanani Advisory Group
37 Kingdom Financial Group LLC. 028-23315
38 Mach-1 Financial Group, LLC 028-20742
39 MADISON AVENUE SECURITIES, LLC
40 Mercurio Wealth Advisors
41 Merkkuri Wealth Advisors LLC 028-24398
42 Montgomery Financial Services
43 Networth Advisors, LLC
44 New Millennium Group LLC 028-21967
45 Nicholas Wealth, LLC. 028-23404
46 Park Square Financial Services
47 POM Investment Strategies, LLC
48 Peterson Financial Group, Inc. 028-21545
49 Price Financial
50 Quest 10 Wealth Builders, Inc. 028-25066
51 Raleigh Capital Management Inc. 028-22260
52 SMART Wealth LLC 028-24523
53 Retirement Income Strategies
55 RSG Investments LLC
56 Safeguard Investment Advisory Group, LLC 028-21043
57 SECURED RETIREMENT ADVISORS, LLC 028-23972
58 Slagle Financial, LLC 028-23363
59 Spectrum Advisors, Inc
61 Strategy Financial Group
62 The Holland Group
63 The Lifewealth Group
68 VCI Wealth Management LLC 028-23584
69 Witt Financial Group, LLC
10 Brighter Financial
17 Cruz Investments and Wealth Management
21 EVOLUTION WEALTH MANAGEMENT INC. 028-25771
62 International Private Wealth Advisors LLC 028-24120
34 J L Perkins Wealth Management
65 The Retirement Solution
66 Thrive Capital Management, LLC 028-20787
25 Fletcher Financial Group
9 Blue Wealth Inc
13 Capstar Financial Services
36 Key Capital Management
54 Ross Wealth Advisors
59 Sterling Bridge Financial Group
64 Lloyd Advisory Services, LLC. 028-19912