Alaethes Wealth, LLC: 13F holdings

CIK 18596772026Q2

Positions111
Reported value$344.5m
Filed2026-08-14

Change since last quarter

Positions111 (-13 vs prior quarter)
Reported value$344.5m (-1.9%)

Top 10 holdings

SecuritySharesValueWeight
VCRB VANGUARD MALVERN FDS452,682$35.0m10.1%
AAPL APPLE INC52,453$15.2m4.4%
NVDA NVIDIA CORPORATION69,599$13.9m4.0%
VCRM VANGUARD MUN BD FDS160,419$12.3m3.6%
GOOG ALPHABET INC30,921$10.9m3.2%
CLIP GLOBAL X FDS107,308$10.8m3.1%
AMAT APPLIED MATLS INC14,151$10.2m3.0%
AMZN AMAZON COM INC42,177$10.1m2.9%
AVGO BROADCOM INC24,002$9.1m2.6%
TSM TAIWAN SEMICONDUCTOR MANUFAC17,656$8.4m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1859677")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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