13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001859677
Total reported value
$344.5M
$344.5M
106 檔
21.6%
At the close of Q1 2025, Alaethes Wealth, LLC disclosed equity holdings valued at approximately $344.5M, spread across 106 reported holdings.
In Q1 2025, Alaethes Wealth, LLC displayed an active expansion posture, initiating 106 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, AAPL, CLIP) accounted for 21.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGIT
市值: $31.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 11.41% | -10.21% | EXIT | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.79% | +0.60% | +3.64% | |
| 3 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 4.26% | +0.11% | +5.15% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 3.74% | -2.12% | EXIT | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.10% | +0.56% | +0.67% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | +0.42% | +3.76% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | +0.06% | +2.01% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.40% | -1.77% | EXIT | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | +0.61% | +2.40% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.75% | +0.49% | -0.51% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | -0.01% | +1.91% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.56% | -0.30% | +1.77% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 1.31% | +0.60% | +0.32% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | +0.36% | +3.62% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.14% | -0.17% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | +0.12% | +1.85% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +0.72% | +2.24% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.21% | -4.84% | |
| 19 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.10% | -0.04% | +1.01% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +0.97% | +0.46% | |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.08% | — | +1.07% | |
| 22 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.05% | -0.74% | EXIT | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.02% | — | +1.69% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.98% | +0.76% | -0.46% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.97% | +0.28% | +1.14% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.27% | +7.22% | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 0.95% | +0.80% | +4.46% | |
| 28 | FICO | Fair Isaac CORP | Stock-Tech | 0.94% | — | +2.49% | |
| 29 | WMB | Williams Cos Inc | Stock-Energy | 0.92% | +0.04% | +0.58% | |
| 30 | FTNT | Fortinet Inc | Stock-Tech | 0.92% | — | +0.71% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.92% | +0.06% | +3.24% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | — | +2.50% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 0.90% | -0.18% | +2.78% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.03% | +3.69% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.88% | -0.08% | +1.04% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.19% | +3.93% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | +0.09% | +4.12% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.58% | EXIT | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.82% | +0.11% | +2.47% | |
| 40 | UBS | UBS Group AG | Stock-Financials | 0.82% | +0.22% | +1.50% | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.81% | +0.06% | — | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.80% | -0.17% | +2.33% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.78% | -0.56% | EXIT | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.20% | +10.62% | |
| 45 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.76% | +0.12% | +2.32% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.12% | -5.79% | |
| 47 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.74% | — | +3.45% | |
| 48 | TDG | Transdigm Group Inc | Stock-Industrials | 0.74% | +0.13% | +3.10% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.73% | +1.57% | +5.17% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.71% | — | +10.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | CLIP | Global X 1-3 Month T-bill | — | NEW | New buy |
| 4 | SUB | Ishares Short-term National | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 9 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 12 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 13 | ANET | Arista Networks Inc | — | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 18 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 19 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | — | NEW | New buy |
| 22 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 23 | BX | Blackstone Inc | — | NEW | New buy |
| 24 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 25 | MS | Morgan Stanley | — | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 27 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 28 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 29 | WMB | Williams Cos Inc | — | NEW | New buy |
| 30 | FTNT | Fortinet Inc | — | NEW | New buy |
| 31 | CB | Chubb Limited | — | NEW | New buy |
| 32 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 33 | CME | Cme Group Inc | — | NEW | New buy |
| 34 | ADBE | Adobe Inc | — | NEW | New buy |
| 35 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | PM | Philip Morris International | — | NEW | New buy |
| 38 | ORCL | Oracle CORP | — | NEW | New buy |
| 39 | DE | Deere & Co | — | NEW | New buy |
| 40 | UBS | UBS Group AG | — | NEW | New buy |
| 41 | PGR | Progressive CORP | — | NEW | New buy |
| 42 | KR | Kroger Co | — | NEW | New buy |
| 43 | SPGI | S&p Global Inc | — | NEW | New buy |
| 44 | ABBV | Abbvie Inc | — | NEW | New buy |
| 45 | DASH | Doordash Inc - A | — | NEW | New buy |
| 46 | NFLX | Netflix Inc | — | NEW | New buy |
| 47 | TOL | Toll Brothers Inc | — | NEW | New buy |
| 48 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Alaethes Wealth, LLC reported a total U.S. public equity portfolio value of $344.5M across 106 disclosed positions in Q1 2025.
During Q1 2025, Alaethes Wealth, LLC's top holdings by market value included VGIT (11.4%)、AAPL (4.8%)、CLIP (4.3%). The largest single position, VGIT, represented 11.4% of total portfolio value.
In Q1 2025, Alaethes Wealth, LLC made 106 total portfolio adjustments, initiating 106 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.