The Securities and Exchange Commission has not necessarily reviewed
the information in this filing and has not determined if it is
accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE |
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| 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 , KS66614 | |
| 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).) |
| Form 13F Summary Page | |||||
| Report Summary: | |||||
| Number of Other Included Managers: | 85 | ||||
| Form 13F Information Table Entry Total: | 38581 | ||||
| Form 13F Information Table Value Total: | 21,454,520,875 | ||||
| (thousands) | |||||
|
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.] | |||
| Form 13F File Number | Name | ||
| 210 Financial | |||
| Alpha Planning & Financial Services | |||
| 028-22839 | Arcadia Wealth Management, LLC | ||
| 028-23170 | Authentikos Wealth Advisory, LLC | ||
| 028-22825 | B.O.S.S. Retirement Advisors, LLC | ||
| 028-22525 | Beacon Capital Management, LLC | ||
| 028-22184 | Blackston Financial Advisory Group, LLC | ||
| 028-22734 | RETIREMENT FINANCIAL SOLUTIONS, LLC | ||
| Blue Wealth Inc | |||
| Brigher Financial | |||
| 028-23413 | Buck Wealth Strategies, LLC | ||
| 028-25417 | Capital A Wealth Management, LLC | ||
| Capstar Financial Services | |||
| Centennnial Advisors, LLC | |||
| 028-20457 | Centennial Wealth Advisory LLC | ||
| 028-24000 | Creekmur Asset Management LLC | ||
| Cruz Investments and Wealth Management | |||
| 028-18154 | Csenge Advisory Group | ||
| 028-24552 | Decker Retirement Planning Inc. | ||
| Elevated Capital Advisors | |||
| Elite Retirement Planning LLC | |||
| 028-25771 | EVOLUTION WEALTH MANAGEMENT INC. | ||
| Family Legacy Planning | |||
| 028-23896 | FWG Investments, LLC. | ||
| 028-24190 | FSA Advisors, Inc. | ||
| Fletcher Financial Group | |||
| 028-23998 | Pineridge Advisors LLC | ||
| Global Wealth Management, Inc | |||
| 028-25543 | Golden Reserve Retirement LLC | ||
| 028-25226 | Guerra Advisors Inc | ||
| 028-24092 | Harlow Wealth Managment, Inc. | ||
| Hobart Private Capital, LLC | |||
| 028-24436 | HOWARD BAILEY SECURITIES, LLC | ||
| Integrated Wealth Management Inc | |||
| 028-24120 | International Private Wealth Advisors LLC | ||
| JL Perkins Wealth Management | |||
| Key Capital Management Inc | |||
| 028-23315 | Kingdom Financial Group LLC. | ||
| 028-20742 | Mach-1 Financial Group, LLC | ||
| MADISON AVENUE SECURITIES, LLC | |||
| Mercurio Weath Advisors | |||
| 028-24398 | Merkkuri Wealth Advisors LLC | ||
| Montgomery Financial Services | |||
| Networth Advisors LLC | |||
| 028-23404 | Nicholas Wealth, LLC. | ||
| Park Square Financial Services | |||
| POM Investment Strategies, LLC | |||
| 028-21545 | Peterson Financial Group, Inc. | ||
| Price Financial | |||
| 028-25066 | Quest 10 Wealth Builders, Inc. | ||
| 028-22260 | Raleigh Capital Management Inc. | ||
| 028-24523 | SMART Wealth LLC | ||
| Retirement Income Strategies | |||
| Ross Wealth Management | |||
| RSG Investments LLC | |||
| 028-21043 | Safeguard Investment Advisory Group, LLC | ||
| 028-23972 | SECURED RETIREMENT ADVISORS, LLC | ||
| 028-23363 | Slagle Financial, LLC | ||
| Spectrum Advisors, Inc | |||
| Stephen Smith Financial | |||
| Sterling Bridge Financial Group | |||
| Strategy Financial Group | |||
| Strickler Financial Group | |||
| Teamwork Financial Advisors | |||
| The Holland Group | |||
| The Lifewealth Group | |||
| 028-19912 | Lloyd Advisory Services, LLC. | ||
| The Retirement Solution, Inc | |||
| 028-20787 | Thrive Capital Management, LLC | ||
| 028-25063 | Transce3nd, LLC | ||
| 028-23584 | VCI Wealth Management LLC | ||
| Wellment Financial | |||
| Witt Finanical Group LLC | |||
| Advantage Wealth Partners | |||
| Axiom Value Wealth Management | |||
| BHC Wealth Management | |||
| Bright Lake Wealth Management | |||
| Bucket List Wealth Management | |||
| Capitol Wealth Advisors | |||
| Diversified Wealth Advisors, LLC | |||
| Heckman Financial and Insurance | |||
| Martinsen Wealth Management | |||
| Pearl Wealth Group | |||
| Richmond Brothers, Inc | |||
| Sierens Financial | |||
| 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 | ||