Managers / Q4 2020 · view latest →
AE Wealth Management LLC
CIK 0001697723 · 2950 SW MCCLURE RD., SUITE B, TOPEKA, KS, 66614 · (866) 363-9595
Reported Value
$8.8B
Q4 2020
Positions
1,466
Filings on Record
30
2019–present window
Filed
Feb 1, 2021
original filing
Summary
Ae Wealth Management Llc reported $8.8B in U.S.-listed holdings across 1,466 positions for Q4 2020.
Its largest position, VOO, represents 4.4% of the portfolio.
Compared with Q3 2020, the fund opened 195 new positions and exited 110.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $18.5B | 32,377 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $17.4B | 27,096 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $15.7B | 23,163 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $13.7B | 18,962 | Aug 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $11.9B | 16,117 | May 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $11.8B | 14,866 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $11.0B | 8,464 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $10.0B | 8,112 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $8.8B | 7,224 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $19.6B | 2,252 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $16.7B | 2,138 | Oct 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $16.6B | 1,998 | Jul 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $15.5B | 1,891 | Apr 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $13.83T | 1,831 | Jan 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $12.6B | 1,762 | Oct 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $12.5B | 1,786 | Aug 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $14.6B | 1,724 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $14.3B | 1,688 | Jan 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $12.1B | 1,691 | Nov 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $11.4B | 1,675 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $9.9B | 1,557 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $8.8B | 1,466 | Feb 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $7.0B | 1,413 | Nov 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $6.5B | 1,369 | Aug 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $4.4B | 1,216 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $4.6B | 1,175 | Jan 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $3.5B | 992 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $3.3B | 975 | Jul 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.4B | 643 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $584M | 479 | Feb 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.