Alaethes Wealth LLC Portfolio Holdings
Alaethes Wealth LLC
- $318 Million
- Q2 2025
Alaethes Wealth LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $318 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $33.3M, Vanguard with a value of $29.7M, Nvidia Corp with a value of $12.4M, Apple Inc. with a value of $11.3M, and Microsoft Corp with a value of $10.5M.
Examining the 13F form we can see an increase of $60.6M in the current position value, from $258M to 318M.
Alaethes Wealth LLC is based out at Glenbrook, NV
Below you can find more details about Alaethes Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$318 Million
ETFs: $102 Million
Technology: $80.9 Million
Financial Services: $29.7 Million
Communication Services: $24.8 Million
Healthcare: $18.5 Million
Industrials: $18.1 Million
Consumer Cyclical: $13.6 Million
Energy: $10.2 Million
Other: $20.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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