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CIK: 0001859677
Total reported value
$344.5M
$344.5M
124 檔
30.2%
During the Q1 2026 filing period, Alaethes Wealth, LLC (CIK: 0001859677) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $344.5M across 124 reported positions.
In Q1 2026, Alaethes Wealth, LLC displayed an active expansion posture, initiating 16 new positions and adding to 66 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 10.21% | -10.21% | EXIT | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 9.10% | +1.05% | +1.48% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.60% | -0.49% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | +0.56% | +0.67% | |
| 5 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 3.02% | +0.11% | +0.16% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | +0.61% | -1.09% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | +0.42% | +0.86% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.36% | -0.30% | -0.65% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | +0.06% | +0.99% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.14% | +0.49% | +0.04% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.12% | -2.12% | EXIT | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.77% | -1.77% | EXIT | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.73% | +0.72% | -0.34% | |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 1.51% | +0.80% | -0.47% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -0.27% | +11.71% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.49% | +0.60% | +0.02% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.40% | +1.57% | -0.08% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.01% | +1.21% | |
| 19 | WMB | Williams Cos Inc | Stock-Energy | 1.14% | +0.04% | +17.06% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.36% | -0.12% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.10% | +0.57% | -0.73% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.14% | +1.05% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.21% | +0.50% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.04% | -0.19% | +20.03% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 1.00% | -0.12% | +1.02% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 0.97% | +0.28% | -0.04% | |
| 27 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.92% | -0.03% | — | |
| 28 | LNG | Cheniere Energy Inc | Stock-Energy | 0.91% | -0.13% | +28.11% | |
| 29 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.86% | -0.11% | +0.32% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.97% | +4.84% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.81% | +0.06% | +0.23% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.12% | +0.62% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.80% | +0.76% | +0.96% | |
| 34 | KR | Kroger Co | Stock-Consumer Staples | 0.79% | -0.17% | +0.62% | |
| 35 | TDG | Transdigm Group Inc | Stock-Industrials | 0.79% | +0.13% | +1.62% | |
| 36 | UBS | UBS Group AG | Stock-Financials | 0.78% | +0.22% | +0.17% | |
| 37 | CME | Cme Group Inc | Stock-Financials | 0.77% | -0.18% | +0.42% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.76% | +0.11% | +0.32% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.76% | +0.09% | +0.02% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.03% | +0.39% | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.74% | -0.74% | EXIT | |
| 42 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.73% | +0.05% | +10.41% | |
| 43 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.71% | -0.18% | -0.05% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.68% | -0.08% | +0.52% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.65% | +0.01% | +3.17% | |
| 46 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.65% | -0.09% | +0.05% | |
| 47 | SRE | Sempra | Stock-Utilities | 0.63% | -0.01% | +228.28% | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.63% | -0.01% | +0.58% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.10% | +1.35% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.11% | -40.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | +0.9% | NEW | New buy |
| 2 | XOM | Exxon Mobil CORP | +0.6% | +11.71% | Add |
| 3 | EQNR | Equinor Asa-spon Adr | +0.5% | NEW | New buy |
| 4 | SRE | Sempra | +0.5% | +228.28% | Add |
| 5 | LNG | Cheniere Energy Inc | +0.4% | +28.11% | Add |
| 6 | BAC | Bank Of America CORP | +0.4% | NEW | New buy |
| 7 | CVX | Chevron CORP | +0.4% | +20.03% | Add |
| 8 | MCK | Mckesson CORP | +0.4% | +424.59% | Add |
| 9 | AMAT | Applied Materials Inc | +0.4% | -0.08% | Trim |
| 10 | WMB | Williams Cos Inc | +0.4% | +17.06% | Add |
| 11 | ASML | ASML Holding N.V. | +0.3% | -0.47% | Trim |
| 12 | ✓ | Invesco QQQ Tr Put Option 06/2 | +0.3% | NEW | New buy |
| 13 | VGIT | Vanguard Intermediate-term T | +0.3% | +1.91% | Add |
| 14 | CAT | Caterpillar Inc | +0.2% | -0.73% | Trim |
| 15 | VZ | Verizon Communications Inc | +0.2% | +21.50% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.34% | Trim |
| 17 | GLD | Spdr Gold Shares | +0.2% | -0.65% | Trim |
| 18 | ✓ | Ishares Tr | +0.2% | NEW | New buy |
| 19 | ✓ | Xle 250620c00100000 | +0.2% | NEW | New buy |
| 20 | T | At&t Inc | +0.2% | +23.96% | Add |
| 21 | VCRB | Vanguard Core Bond ETF | +0.2% | +1.48% | Add |
| 22 | ✓ | Carvana Co | +0.1% | NEW | New buy |
| 23 | DE | Deere & Co | +0.1% | +0.32% | Add |
| 24 | KR | Kroger Co | +0.1% | +0.62% | Add |
| 25 | TSLA | Tesla, Inc. | +0.1% | NEW | New buy |
| 26 | NEE | Nextera Energy Inc | +0.1% | +0.39% | Add |
| 27 | LHX | L3harris Technologies Inc | +0.1% | +0.05% | Add |
| 28 | CBOE | Cboe Global Markets Inc | +0.1% | +0.32% | Add |
| 29 | ✓ | Palantir Technologies Inc | +0.1% | NEW | New buy |
| 30 | MU | Micron Technology, Inc. | +0.1% | NEW | New buy |
| 31 | BTI | British American Tob-sp Adr | +0.1% | +10.41% | Add |
| 32 | IAU | Ishares Gold Trust | +0.1% | +1.02% | Add |
| 33 | IYK | iShares US Consumer Staples ETF | +0.1% | NEW | New buy |
| 34 | SO | Southern Co/the | +0.1% | +3.17% | Add |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +53.29% | Add |
| 36 | HII | Huntington Ingalls Industrie | +0.1% | -0.05% | Trim |
| 37 | DUK | Duke Energy CORP | +0.1% | +0.58% | Add |
| 38 | ✓ | ETF Ser Solutions | +0.1% | NEW | New buy |
| 39 | KMB | Kimberly-Clark Corporation | +0.1% | NEW | New buy |
| 40 | NOC | Northrop Grumman CORP | +0.1% | NEW | New buy |
| 41 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 42 | CME | Cme Group Inc | +0.1% | +0.42% | Add |
| 43 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.87% | Add |
| 45 | D | Dominion Energy Inc | +0.1% | +4.54% | Add |
| 46 | TMUS | T-mobile US Inc | +0.1% | +1.77% | Add |
| 47 | CB | Chubb Limited | 0% | +0.23% | Add |
| 48 | UNP | Union Pacific CORP | 0% | +0.58% | Add |
| 49 | VEA | Vanguard Ftse Developed ETF | 0% | +10.59% | Add |
| 50 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Alaethes Wealth, LLC reported a total U.S. public equity portfolio value of $344.5M across 124 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, VCRB, AAPL) accounted for 30.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
KMI
市值: $3.2M
Top Position Liquidated / Trimmed
MUFG
前期市值: $3.1M
During Q1 2026, Alaethes Wealth, LLC's top holdings by market value included VGIT (10.2%)、VCRB (9.1%)、AAPL (3.8%). The largest single position, VGIT, represented 10.2% of total portfolio value.
In Q1 2026, Alaethes Wealth, LLC made 119 total portfolio adjustments, initiating 16 new buys, adding to 66 positions, trimming 29 holdings, and fully liquidating 8 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.
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