Institutional manager

AE Wealth Management LLC

Holds positions in 441 of the S&P 500, worth $8.13bn as reported for the quarter ended 31-mar-2026.

Positions held441of 488 index companies covered

Reported value$8.13bnS&P 500 positions only

Top ten weight39%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 441 held. The rest are smaller than every one of these.

NvidiaNVDA3.6m$629mInformation Technology Apple Inc.AAPL2.4m$614mInformation Technology MicrosoftMSFT1.3m$475mInformation Technology AmazonAMZN1.6m$333mConsumer Discretionary Alphabet Inc. (Class A)GOOGL986,453$284mCommunication Services BroadcomAVGO724,608$224mInformation Technology Meta PlatformsMETA359,570$206mCommunication Services ExxonMobilXOM1.0m$170mEnergy JPMorgan ChaseJPM463,812$136mFinancials Berkshire HathawayBRK.B276,224$135mFinancials Johnson & JohnsonJNJ547,306$134mHealth Care CiscoCSCO1.5m$113mInformation Technology WalmartWMT904,807$112mConsumer Staples Philip Morris InternationalPM653,199$108mConsumer Staples McDonald'sMCD344,786$107mConsumer Discretionary Tesla, Inc.TSLA283,759$105mConsumer Discretionary MastercardMA200,129$100mFinancials Micron TechnologyMU276,532$93mInformation Technology Visa Inc.V302,052$91mFinancials Advanced Micro DevicesAMD378,911$77mInformation Technology Palantir TechnologiesPLTR521,999$76mInformation Technology Procter & GamblePG513,197$74mConsumer Staples Chevron CorporationCVX349,096$72mEnergy AbbVieABBV329,432$72mHealth Care Applied MaterialsAMAT203,750$70mInformation Technology IBMIBM269,856$65mInformation Technology CitigroupC545,229$62mFinancials IntuitINTU140,022$61mInformation Technology CostcoCOST59,645$59mConsumer Staples LennarLEN681,191$59mConsumer Discretionary Bank of AmericaBAC1.2m$59mFinancials Oracle CorporationORCL398,793$59mInformation Technology Lilly (Eli)LLY60,031$55mHealth Care AmgenAMGN155,744$55mHealth Care NetflixNFLX568,036$55mCommunication Services VerizonVZ1.0m$53mCommunication Services Lam ResearchLRCX245,663$52mInformation Technology SalesforceCRM277,423$52mInformation Technology Home Depot (The)HD157,424$52mConsumer Discretionary Wells FargoWFC642,162$51mFinancials AccentureACN255,879$51mInformation Technology Morgan StanleyMS293,965$48mFinancials PfizerPFE1.7m$47mHealth Care RTX CorporationRTX233,882$45mIndustrials American Electric PowerAEP338,993$44mUtilities Valero EnergyVLO179,472$44mEnergy UnitedHealth GroupUNH150,688$41mHealth Care ComcastCMCSA1.4m$40mCommunication Services Goldman SachsGS47,518$40mFinancials AT&TT1.4m$40mCommunication Services Arista NetworksANET296,580$36mInformation Technology LyondellBasellLYB431,555$35mMaterials Archer Daniels MidlandADM475,824$35mConsumer Staples T. Rowe PriceTROW369,052$33mFinancials U.S. BancorpUSB629,481$33mFinancials Seagate TechnologySTX83,523$33mInformation Technology Dominion EnergyD522,867$32mUtilities AltriaMO471,368$31mConsumer Staples S&P GlobalSPGI72,549$31mFinancials Citizens Financial GroupCFG511,610$31mFinancials

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.