§ 13F · FUND PROFILE
Alaethes Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $353M (13F)Positions · 112Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 602K | $36M | 10.2% | +2% |
| 2 | VCRB | VANGUARD MALVERN FDS | 413K | $32M | 9.1% | +1% |
| 3 | AAPL | APPLE INC | 53K | $13M | 3.8% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 70K | $12M | 3.5% | +1% |
| 5 | CLIP | GLOBAL X FDS | 106K | $11M | 3.0% | ±0% |
| 6 | GOOG | ALPHABET INC | 31K | $9M | 2.6% | −1% |
| 7 | AMZN | AMAZON COM INC | 42K | $9M | 2.5% | +1% |
| 8 | GLD | SPDR GOLD TR | 19K | $8M | 2.4% | −1% |
| 9 | MSFT | MICROSOFT CORP | 21K | $8M | 2.2% | +1% |
| 10 | AVGO | BROADCOM INC | 24K | $8M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALAETHES SIGNAL
AC read
Alaethes Wealth, LLC is a Other fund managing $353 million in assets. The fund runs a portfolio of 112 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed