Institutions / Alaethes Wealth, LLC
Alaethes Wealth, LLC
CIK 1859677 · Institution · as of Dec 31, 2025
Portfolio value
$355.28M
Positions
116
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 116 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $35.40M | 10.0% |
| Vanguard Malvern Fds | $31.71M | 8.9% |
| Apple Inc. | $14.40M | 4.1% |
| NVIDIA Corp | $12.97M | 3.7% |
| Global X Fds | $10.61M | 3.0% |
| Microsoft Corp | $10.01M | 2.8% |
| Alphabet Inc. | $9.95M | 2.8% |
| Amazon.com Inc | $9.65M | 2.7% |
| iShares MSCI UAE ETF | $9.22M | 2.6% |
| Broadcom Inc. | $8.39M | 2.4% |
| SPDR Gold Tr | $7.70M | 2.2% |
| Vanguard Mun Bd Fds | $6.34M | 1.8% |
| Arista Networks, Inc.ANET | $5.60M | 1.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $5.49M | 1.5% |
| Meta Platforms Inc | $5.03M | 1.4% |
| ELI LILLY & Co | $4.60M | 1.3% |
| Asml Holding N V | $4.33M | 1.2% |
| JPMorgan Chase & Co | $4.17M | 1.2% |
| iShares Tr | $3.97M | 1.1% |
| SPDR S&P 500 ETF Tr | $3.78M | 1.1% |
| Applied Materials Inc /De | $3.69M | 1.0% |
| Morgan Stanley | $3.67M | 1.0% |
| Exxon Mobil Corp | $3.34M | 0.9% |
| CrowdStrike Holdings, Inc. | $3.33M | 0.9% |
| Visa Inc | $3.23M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.