AE Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The report lists 94 separate holdings, managed under the firm's combination report.
The filing identifies Shawn Scholz as the Chief Compliance Officer for the firm, which is headquartered at 2950 SW McClure Rd. Suite B in Topeka, Kansas.
The portfolio includes a mix of individual equities and exchange-traded funds. Among the disclosed positions are 10X Genomics Inc. Class A Common Stock, 3M Company, and Abbott Laboratories. The filing also lists various active ETFs managed by AB Active ETFs Inc., including the Conservative ETF, Core Plus Bond ETF, and Disruptors ETF.
Other notable companies mentioned in the filing include AbbVie Inc., Abercrombie & Fitch Co. Class A, and ABBOTT LABORATORIES COM.
