§ 13F · FUND PROFILE
Alaethes Wealth, LLC.
AUM · $345M (13F)Positions · 111Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | 453K | $35M | 10.1% | +10% |
| 2 | AAPL | APPLE INC | 52K | $15M | 4.4% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION | 70K | $14M | 4.0% | −1% |
| 4 | VCRM | VANGUARD MUN BD FDS | 160K | $12M | 3.6% | NEW |
| 5 | GOOG | ALPHABET INC | 31K | $11M | 3.2% | −1% |
| 6 | CLIP | GLOBAL X FDS | 107K | $11M | 3.1% | +1% |
| 7 | AMAT | APPLIED MATLS INC | 14K | $10M | 3.0% | −1% |
| 8 | AMZN | AMAZON COM INC | 42K | $10M | 2.9% | ±0% |
| 9 | AVGO | BROADCOM INC | 24K | $9M | 2.6% | −1% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 18K | $8M | 2.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALAETHES SIGNAL
AC read
Alaethes Wealth, LLC is a Other fund managing $345 million in assets. The fund runs a portfolio of 111 positions.
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