Holders — by stockHoldings — by fund
Alaethes Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001859677
$344.5M
disclosed book value
111
positions
10.1%
largest position share
Positions, as of 2026-06-30
top 100 of 111 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VCRBVANGUARD MALVERN FDS | 452,682 | $35.0M | 10.1% |
| 2 | AAPLAPPLE INC | 52,453 | $15.2M | 4.4% |
| 3 | NVDANVIDIA CORPORATION | 69,599 | $13.9M | 4% |
| 4 | VCRMVANGUARD MUN BD FDS | 160,419 | $12.3M | 3.6% |
| 5 | GOOGALPHABET INC | 30,921 | $10.9M | 3.2% |
| 6 | CLIPGLOBAL X FDS | 107,308 | $10.8M | 3.1% |
| 7 | AMATAPPLIED MATLS INC | 14,151 | $10.2M | 3% |
| 8 | AMZNAMAZON COM INC | 42,177 | $10.1M | 2.9% |
| 9 | AVGOBROADCOM INC | 24,002 | $9.1M | 2.6% |
| 10 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 17,656 | $8.4M | 2.5% |
| 11 | ASMLASML HLDG NV | 3,999 | $8.0M | 2.3% |
| 12 | MSFTMICROSOFT CORP | 20,849 | $7.8M | 2.3% |
| 13 | ANETARISTA NETWORKS INC | 42,396 | $7.2M | 2.1% |
| 14 | GLDSPDR GOLD TR | 19,249 | $7.1M | 2.1% |
| 15 | PANWPALO ALTO NETWORKS INC | 18,234 | $6.2M | 1.8% |
| 16 | CATCATERPILLAR INC | 5,390 | $5.7M | 1.7% |
| 17 | CRWDCROWDSTRIKE HLDGS INC | 7,040 | $5.4M | 1.6% |
| 18 | LLYELI LILLY & CO | 4,263 | $5.1M | 1.5% |
| 19 | IVVISHARES TR | 5,921 | $4.4M | 1.3% |
| 20 | MSMORGAN STANLEY | 20,612 | $4.3M | 1.3% |
| 21 | METAMETA PLATFORMS INC | 7,626 | $4.3M | 1.2% |
| 22 | JPMJPMORGAN CHASE & CO | 13,069 | $4.3M | 1.2% |
| 23 | XOMEXXON MOBIL CORP | 30,981 | $4.2M | 1.2% |
| 24 | WMBWILLIAMS COS INC | 54,754 | $4.1M | 1.2% |
| 25 | KLACKLA CORP | 12,380 | $3.7M | 1.1% |
| 26 | UBSUBS GROUP AG | 69,731 | $3.5M | 1% |
| 27 | VVISA INC | 9,274 | $3.2M | 0.9% |
| 28 | TDGTRANSDIGM GROUP INC | 2,382 | $3.2M | 0.9% |
| 29 | KMIKINDER MORGAN INC DEL | 95,956 | $3.1M | 0.9% |
| 30 | IAUISHARES GOLD TR | 40,114 | $3.0M | 0.9% |
| 31 | DEDEERE & CO | 4,716 | $3.0M | 0.9% |
| 32 | CBCHUBB LIMITED | 8,723 | $3.0M | 0.9% |
| 33 | CVXCHEVRON CORPORATION | 17,619 | $2.9M | 0.8% |
| 34 | PMPHILIP MORRIS INTL INC | 15,984 | $2.9M | 0.8% |
| 35 | ROKROCKWELL AUTOMATION INC | 5,697 | $2.8M | 0.8% |
| 36 | ABBVABBVIE INC | 10,922 | $2.7M | 0.8% |
| 37 | LNGCHENIERE ENERGY INC | 11,296 | $2.7M | 0.8% |
| 38 | BTIBRITISH AMERN TOB PLC | 43,368 | $2.7M | 0.8% |
| 39 | CBOECBOE GLOBAL MKTS INC | 10,687 | $2.6M | 0.8% |
| 40 | NEENEXTERA ENERGY INC | 28,430 | $2.5M | 0.7% |
| 41 | SPYSTATE STR SPDR S&P 500 ETF T | 3,303 | $2.5M | 0.7% |
| 42 | VOOVANGUARD INDEX FDS | 3,591 | $2.5M | 0.7% |
| 43 | GOOGLALPHABET INC | 6,748 | $2.4M | 0.7% |
| 44 | SOSOUTHERN CO | 23,659 | $2.3M | 0.7% |
| 45 | VRTXVERTEX PHARMACEUTICALS INC | 4,502 | $2.2M | 0.6% |
| 46 | DASHDOORDASH INC | 11,817 | $2.2M | 0.6% |
| 47 | SRESEMPRA | 22,853 | $2.1M | 0.6% |
| 48 | DUKDUKE ENERGY CORP NEW | 16,845 | $2.1M | 0.6% |
| 49 | KRKROGER CO | 38,166 | $2.1M | 0.6% |
| 50 | ISRGINTUITIVE SURGICAL INC | 5,238 | $2.1M | 0.6% |
| 51 | UNPUNION PAC CORP | 7,626 | $2.1M | 0.6% |
| 52 | GDGENERAL DYNAMICS CORP | 5,848 | $2.1M | 0.6% |
| 53 | MCKMCKESSON CORP | 2,674 | $2.0M | 0.6% |
| 54 | CMECME GROUP INC | 9,145 | $2.0M | 0.6% |
| 55 | PGRPROGRESSIVE CORP | 9,001 | $2.0M | 0.6% |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,839 | $1.9M | 0.6% |
| 57 | LHXL3HARRIS TECHNOLOGIES INC | 6,600 | $1.9M | 0.6% |
| 58 | QQQINVESCO QQQ TR | 2,559 | $1.9M | 0.5% |
| 59 | S&P GLOBAL INC | 4,606 | $1.9M | 0.5% |
| 60 | LINLINDE PLC | 3,563 | $1.8M | 0.5% |
| 61 | VLOVALERO ENERGY CORP | 7,064 | $1.8M | 0.5% |
| 62 | HIIHUNTINGTON INGALLS INDS INC | 6,571 | $1.8M | 0.5% |
| 63 | DDOMINION ENERGY INC | 26,441 | $1.8M | 0.5% |
| 64 | SPOTSPOTIFY TECHNOLOGY S A | 3,831 | $1.8M | 0.5% |
| 65 | SAPSAP SE | 11,258 | $1.7M | 0.5% |
| 66 | ETNEATON CORP PLC | 4,013 | $1.7M | 0.5% |
| 67 | MAMASTERCARD INCORPORATED | 3,185 | $1.6M | 0.5% |
| 68 | AXPAMERICAN EXPRESS CO | 4,827 | $1.6M | 0.5% |
| 69 | AXONAXON ENTERPRISE INC | 2,842 | $1.6M | 0.5% |
| 70 | AZNASTRAZENECA PLC | 8,340 | $1.6M | 0.5% |
| 71 | RTXRTX CORPORATION | 8,186 | $1.6M | 0.5% |
| 72 | UBERUBER TECHNOLOGIES INC | 20,657 | $1.5M | 0.4% |
| 73 | VICIVICI PPTYS INC | 52,166 | $1.4M | 0.4% |
| 74 | ZSZSCALER INC | 9,207 | $1.3M | 0.4% |
| 75 | NFLXNETFLIX INC. | 17,865 | $1.3M | 0.4% |
| 76 | EQNREQUINOR ASA | 39,828 | $1.3M | 0.4% |
| 77 | VEAVANGUARD TAX-MANAGED FDS | 15,040 | $1.1M | 0.3% |
| 78 | MUMICRON TECHNOLOGY INC | 897 | $1.0M | 0.3% |
| 79 | TOTLSSGA ACTIVE ETF TR | 21,344 | $842,448 | 0.2% |
| 80 | XBISPDR SERIES TRUST | 5,110 | $808,658 | 0.2% |
| 81 | VUGVANGUARD INDEX FDS | 7,871 | $678,027 | 0.2% |
| 82 | XLKSELECT SECTOR SPDR TR | 3,210 | $611,569 | 0.2% |
| 83 | CSCOCISCO SYS INC | 5,120 | $601,395 | 0.2% |
| 84 | MICRON TECHNOLOGY INCPUT | 500 | $577,145 | 0.2% |
| 85 | VGSHVANGUARD SCOTTSDALE FDS | 9,440 | $549,408 | 0.2% |
| 86 | HDHOME DEPOT INC | 1,554 | $548,065 | 0.2% |
| 87 | LRCXLAM RESEARCH CORP | 1,182 | $512,503 | 0.1% |
| 88 | COSTCOSTCO WHOLESALE CORPORATION | 511 | $478,025 | 0.1% |
| 89 | WMWASTE MGMT INC DEL | 2,093 | $466,488 | 0.1% |
| 90 | SBUXSTARBUCKS CORP | 4,548 | $464,760 | 0.1% |
| 91 | ITOTISHARES TR | 2,805 | $460,777 | 0.1% |
| 92 | WMTWALMART INC | 4,009 | $454,059 | 0.1% |
| 93 | MRKMERCK & CO INC | 3,171 | $410,104 | 0.1% |
| 94 | ADBEADOBE INC | 1,992 | $408,400 | 0.1% |
| 95 | MPCMARATHON PETE CORP | 1,310 | $334,928 | 0.1% |
| 96 | ISHARES BITCOIN TRUST ETFPUT | 10,000 | $332,900 | 0.1% |
| 97 | IVOOVANGUARD ADMIRAL FDS INC | 2,435 | $317,524 | 0.1% |
| 98 | QCOMQUALCOMM INC | 1,668 | $308,230 | 0.1% |
| 99 | FITBFIFTH THIRD BANCORP | 5,283 | $299,916 | 0.1% |
| 100 | IWRISHARES TR | 2,642 | $291,465 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.