Ae Wealth Management LLC

08/03/2026 | Press release | Distributed by Public on 08/03/2026 10:49

Initial Quarterly Holdings Report by Institutional Manager (Form 13F-HR)

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: Oct 31, 2018
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2026
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: AE Wealth Management LLC
Address: 2950 SW MCCLURE RD.
SUITE B
TOPEKA, KS 66614
Form 13F File Number: 028-17779

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Shawn Scholz
Title: Chief Compliance Officer
Phone: 866-363-9595
Signature, Place, and Date of Signing:
Shawn Scholz Topeka, KS 08-03-2026
[Signature] [City, State] [Date]
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
028-24897 Zega Investments, LLC
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 85
Form 13F Information Table Entry Total: 38,581
Form 13F Information Table Value Total: 21,454,520,875
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Form 13F File Number Name
1 210 Financial
3 Alpha Planning & Financial Services
4 028-22839 Arcadia Wealth Management, LLC
5 028-23170 Authentikos Wealth Advisory, LLC
7 028-22825 B.O.S.S. Retirement Advisors, LLC
8 028-22525 Beacon Capital Management, LLC
10 028-22184 Blackston Financial Advisory Group, LLC
11 028-22734 RETIREMENT FINANCIAL SOLUTIONS, LLC
12 Blue Wealth Inc
14 Brigher Financial
15 028-23413 Buck Wealth Strategies, LLC
17 028-25417 Capital A Wealth Management, LLC
19 Capstar Financial Services
20 Centennnial Advisors, LLC
21 028-20457 Centennial Wealth Advisory LLC
22 028-24000 Creekmur Asset Management LLC
23 Cruz Investments and Wealth Management
24 028-18154 Csenge Advisory Group
25 028-24552 Decker Retirement Planning Inc.
27 Elevated Capital Advisors
28 Elite Retirement Planning LLC
29 028-25771 EVOLUTION WEALTH MANAGEMENT INC.
30 Family Legacy Planning
31 028-23896 FWG Investments, LLC.
32 028-24190 FSA Advisors, Inc.
33 Fletcher Financial Group
34 028-23998 Pineridge Advisors LLC
35 Global Wealth Management, Inc
36 028-25543 Golden Reserve Retirement LLC
37 028-25226 Guerra Advisors Inc
38 028-24092 Harlow Wealth Managment, Inc.
40 Hobart Private Capital, LLC
41 028-24436 HOWARD BAILEY SECURITIES, LLC
42 Integrated Wealth Management Inc
43 028-24120 International Private Wealth Advisors LLC
44 JL Perkins Wealth Management
45 Key Capital Management Inc
46 028-23315 Kingdom Financial Group LLC.
47 028-20742 Mach-1 Financial Group, LLC
48 MADISON AVENUE SECURITIES, LLC
50 Mercurio Weath Advisors
51 028-24398 Merkkuri Wealth Advisors LLC
52 Montgomery Financial Services
53 Networth Advisors LLC
54 028-23404 Nicholas Wealth, LLC.
55 Park Square Financial Services
56 POM Investment Strategies, LLC
58 028-21545 Peterson Financial Group, Inc.
59 Price Financial
60 028-25066 Quest 10 Wealth Builders, Inc.
61 028-22260 Raleigh Capital Management Inc.
62 028-24523 SMART Wealth LLC
63 Retirement Income Strategies
65 Ross Wealth Management
66 RSG Investments LLC
67 028-21043 Safeguard Investment Advisory Group, LLC
68 028-23972 SECURED RETIREMENT ADVISORS, LLC
70 028-23363 Slagle Financial, LLC
71 Spectrum Advisors, Inc
72 Stephen Smith Financial
73 Sterling Bridge Financial Group
74 Strategy Financial Group
75 Strickler Financial Group
76 Teamwork Financial Advisors
77 The Holland Group
78 The Lifewealth Group
79 028-19912 Lloyd Advisory Services, LLC.
80 The Retirement Solution, Inc
81 028-20787 Thrive Capital Management, LLC
82 028-25063 Transce3nd, LLC
83 028-23584 VCI Wealth Management LLC
84 Wellment Financial
85 Witt Finanical Group LLC
2 Advantage Wealth Partners
6 Axiom Value Wealth Management
9 BHC Wealth Management
13 Bright Lake Wealth Management
16 Bucket List Wealth Management
18 Capitol Wealth Advisors
26 Diversified Wealth Advisors, LLC
39 Heckman Financial and Insurance
49 Martinsen Wealth Management
57 Pearl Wealth Group
64 Richmond Brothers, Inc
69 Sierens Financial
Ae Wealth Management LLC published this content on August 03, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on August 03, 2026 at 16:49 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]