Alaethes Wealth, LLC

Est. AUM

$348.8M

13F long equity, this entity only

Positions

123

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$35.8M	601887	10.28%	SOLE
2	VANGUARD MALVERN FDS	CORE BD ETF	$32.0M	413112	9.16%	SOLE
3	APPLE INC	COM	$13.4M	52711	3.84%	SOLE
4	NVIDIA CORPORATION	COM	$12.2M	70023	3.50%	SOLE
5	GLOBAL X FDS	1-3 MONTH T-BILL	$10.6M	105806	3.04%	SOLE
6	ALPHABET INC	CAP STK CL C	$9.0M	31371	2.58%	SOLE
7	AMAZON COM INC	COM	$8.8M	42167	2.52%	SOLE
8	SPDR GOLD TR	GOLD SHS	$8.3M	19285	2.38%	SOLE
9	MICROSOFT CORP	COM	$7.7M	20892	2.22%	SOLE
10	BROADCOM INC	COM	$7.5M	24246	2.15%	SOLE
11	ISHARES TR	SHRT NAT MUN ETF	$7.4M	69878	2.13%	SOLE
12	VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.2M	124295	1.78%	SOLE
13	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$6.1M	17942	1.74%	SOLE
14	ASML HLDG NV	N Y REGISTRY SHS	$5.3M	4024	1.52%	SOLE
15	EXXON MOBIL CORP	COM	$5.3M	31036	1.51%	SOLE
16	ARISTA NETWORKS INC	COM SHS	$5.3M	42757	1.51%	SOLE
17	APPLIED MATLS INC	COM	$4.9M	14367	1.41%	SOLE
18	META PLATFORMS INC	CL A	$4.4M	7710	1.26%	SOLE
19	WILLIAMS COS INC	COM	$4.0M	54914	1.15%	SOLE
20	ELI LILLY & CO	COM	$3.9M	4276	1.13%	SOLE
21	CATERPILLAR INC	COM	$3.9M	5435	1.10%	SOLE
22	JPMORGAN CHASE & CO	COM	$3.8M	13076	1.10%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$3.8M	5824	1.09%	SOLE
24	CHEVRON CORPORATION	COM	$3.7M	17697	1.05%	SOLE
25	ISHARES GOLD TR	ISHARES NEW	$3.5M	39989	1.01%	SOLE
26	MORGAN STANLEY	COM NEW	$3.4M	20646	0.97%	SOLE
27	KINDER MORGAN INC DEL	COM	$3.2M	96604	0.93%	SOLE
28	CHENIERE ENERGY INC	COM NEW	$3.2M	11292	0.92%	SOLE
29	CBOE GLOBAL MKTS INC	COM	$3.0M	10684	0.86%	SOLE
30	PALO ALTO NETWORKS INC	COM	$2.9M	18258	0.84%	SOLE
31	CHUBB LTD SWITZ	COM	$2.8M	8715	0.82%	SOLE
32	VISA INC	COM CL A	$2.8M	9278	0.80%	SOLE
33	CROWDSTRIKE HLDGS INC	CL A	$2.8M	7168	0.80%	SOLE
34	KROGER CO	COM	$2.8M	38201	0.79%	SOLE
35	TRANSDIGM GROUP INC	COM	$2.8M	2381	0.79%	SOLE
36	UBS GROUP AG	SHS	$2.7M	69843	0.78%	SOLE
37	CME GROUP INC	COM	$2.7M	9132	0.77%	SOLE
38	DEERE & CO	COM	$2.7M	4722	0.76%	SOLE
39	PHILIP MORRIS INTL INC	COM	$2.7M	15964	0.76%	SOLE
40	NEXTERA ENERGY INC	COM	$2.6M	28417	0.76%	SOLE
41	T-MOBILE US INC	COM	$2.6M	12336	0.74%	SOLE
42	BRITISH AMERN TOB PLC	SPONSORED ADR	$2.6M	43322	0.74%	SOLE
43	HUNTINGTON INGALLS INDS INC	COM	$2.5M	6583	0.72%	SOLE
44	SOUTHERN CO	COM	$2.3M	23617	0.65%	SOLE
45	L3HARRIS TECHNOLOGIES INC	COM	$2.3M	6590	0.65%	SOLE
46	SEMPRA	COM	$2.2M	22737	0.63%	SOLE
47	DUKE ENERGY CORP NEW	COM NEW	$2.2M	16802	0.63%	SOLE
48	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	3668	0.63%	SOLE
49	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.2M	3303	0.62%	SOLE
50	ABBVIE INC	COM	$2.1M	9749	0.61%	SOLE

1–50 of 123

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.