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 $351.2M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGIT ($35.8M, 10.21%), VCRB ($32.0M, 9.10%), AAPL ($13.4M, 3.81%), NVDA ($12.2M, 3.48%), CLIP ($10.6M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $35.8M | 10.21% | 601,887 | Added |
| 2 | VCRB | VANGUARD MALVERN FDS | $32.0M | 9.10% | 413,112 | Added |
| 3 | AAPL | APPLE INC | $13.4M | 3.81% | 52,711 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $12.2M | 3.48% | 70,023 | Added |
| 5 | CLIP | GLOBAL X FDS | $10.6M | 3.02% | 105,806 | Added |
| 6 | GOOG | ALPHABET INC | $9.0M | 2.56% | 31,371 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $8.8M | 2.50% | 42,167 | Added |
| 8 | GLD | SPDR GOLD TR | $8.3M | 2.36% | 19,285 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $7.7M | 2.20% | 20,892 | Added |
| 10 | AVGO | BROADCOM INC | $7.5M | 2.14% | 24,246 | Added |
| 11 | SUB | ISHARES TR | $7.4M | 2.12% | 69,878 | Trimmed |
| 12 | VTEB | VANGUARD MUN BD FDS | $6.2M | 1.77% | 124,295 | Trimmed |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.1M | 1.73% | 17,942 | Trimmed |
| 14 | ASML | ASML HLDG NV | $5.3M | 1.51% | 4,024 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $5.3M | 1.50% | 31,036 | Added |
| 16 | ANET | ARISTA NETWORKS INC | $5.2M | 1.49% | 42,757 | Added |
| 17 | AMAT | APPLIED MATLS INC | $4.9M | 1.40% | 14,367 | Trimmed |
| 18 | META | META PLATFORMS INC | $4.4M | 1.26% | 7,710 | Added |
| 19 | WMB | WILLIAMS COS INC | $4.0M | 1.14% | 54,914 | Added |
| 20 | LLY | ELI LILLY & CO | $3.9M | 1.12% | 4,276 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.10% | 13,076 | Added |
| 22 | CAT | CATERPILLAR INC | $3.9M | 1.10% | 5,435 | Trimmed |
| 23 | IVV | ISHARES TR | $3.8M | 1.08% | 5,824 | Added |
| 24 | CVX | CHEVRON CORPORATION | $3.7M | 1.04% | 17,697 | Added |
| 25 | IAU | ISHARES GOLD TR | $3.5M | 1.00% | 39,989 | Added |
Source: SEC Form 13F filings · as of 2026-03-31