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Shawn Scholz

Ae Wealth Management Llc

Assets Managed
$18.493B
Holdings
2591
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
6.15%(2Q avg: 8.61%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Ae Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2591 positions.

Assets under management

The assets under management (AUM) of Ae Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 18.493B in assets, with a quarterly growth rate of 6.15% and a 2-quarter average growth rate of 8.61%. The portfolio is managed by Shawn Scholz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 17.34%
3.4%
$628.55M
3.604M shares@ $174.39 avg price
AAPL
Apple Inc
Recent Activity
Increased 12.44%
3.32%
$613.76M
2.418M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 24.51%
2.58%
$475.422M
1.284M shares@ $370.18 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Increased 5.77%
2.1%
$386.7M
7.914M shares@ $48.87 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.66%
1.9%
$349.887M
535,640 shares@ $653.22 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.89%
1.8%
$332.529M
1.597M shares@ $208.27 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 4.3%
1.63%
$300.49M
3.069M shares@ $97.92 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 7.33%
1.47%
$271.464M
6.535M shares@ $41.55 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.95%
1.36%
$251.441M
874,394 shares@ $287.57 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 17.31%
1.22%
$224.275M
724,608 shares@ $309.52 avg price

1-10 of 2591