Alaethes Wealth, LLC
CIK 0001859677 · GLENBROOK, NV · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$344.5M
2026 Q2
Positions
111
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VCRB
VANGUARD MALVERN FDS
10.1%
AAPL
APPLE INC
4.4%
NVDA
NVIDIA CORPORATION
4.0%
VCRM
VANGUARD MUN BD FDS
3.6%
GOOG
ALPHABET INC
3.2%
CLIP
GLOBAL X FDS
3.1%
AMAT
APPLIED MATLS INC
3.0%
AMZN
AMAZON COM INC
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.