Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alaethes Wealth, LLC (CIK 1859677) reported $344.5M across 108 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VCRB ($35.0M, 10.15%), AAPL ($15.2M, 4.41%), NVDA ($13.9M, 4.04%), VCRM ($12.3M, 3.56%), GOOG ($10.9M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $35.0M | 10.15% | 452,682 | Added |
| 2 | AAPL | APPLE INC | $15.2M | 4.41% | 52,453 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $13.9M | 4.04% | 69,599 | Trimmed |
| 4 | VCRM | VANGUARD MUN BD FDS | $12.3M | 3.56% | 160,419 | New |
| 5 | GOOG | ALPHABET INC | $10.9M | 3.17% | 30,921 | Trimmed |
| 6 | CLIP | GLOBAL X FDS | $10.8M | 3.13% | 107,308 | Added |
| 7 | AMAT | APPLIED MATLS INC | $10.2M | 2.97% | 14,151 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $10.1M | 2.92% | 42,177 | Added |
| 9 | AVGO | BROADCOM INC | $9.1M | 2.63% | 24,002 | Trimmed |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.4M | 2.45% | 17,656 | Trimmed |
| 11 | ASML | ASML HLDG NV | $8.0M | 2.31% | 3,999 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $7.8M | 2.26% | 20,849 | Trimmed |
| 13 | ANET | ARISTA NETWORKS INC | $7.2M | 2.09% | 42,396 | Trimmed |
| 14 | GLD | SPDR GOLD TR | $7.1M | 2.06% | 19,249 | Trimmed |
| 15 | PANW | PALO ALTO NETWORKS INC | $6.2M | 1.80% | 18,234 | Trimmed |
| 16 | CAT | CATERPILLAR INC | $5.7M | 1.67% | 5,390 | Trimmed |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $5.4M | 1.56% | 7,040 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $5.1M | 1.48% | 4,263 | Trimmed |
| 19 | IVV | ISHARES TR | $4.4M | 1.29% | 5,921 | Added |
| 20 | MS | MORGAN STANLEY | $4.3M | 1.25% | 20,612 | Trimmed |
| 21 | META | META PLATFORMS INC | $4.3M | 1.25% | 7,626 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $4.3M | 1.24% | 13,069 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $4.2M | 1.23% | 30,981 | Trimmed |
| 24 | WMB | WILLIAMS COS INC | $4.1M | 1.18% | 54,754 | Trimmed |
| 25 | KLAC | KLA CORP | $3.7M | 1.08% | 12,380 | New |
Source: SEC Form 13F filings · as of 2026-06-30