StockDriftsStockDriftsTop 50 Alaethes Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 10.18% | 452.7K | $35.0M | +9.58%(+39.57K) | $77.92(-2.41%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.42% | 52.5K | $15.2M | -0.49%(-258) | $134.34(+127.32%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.06% | 69.6K | $13.9M | -0.61%(-424) | $18.81(+1102.00%) | 2026-06-30 | |
| VCRM | VANGUARD MUN BD FDS | 3.57% | 160.4K | $12.3M | new | $58.72(+28.06%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.18% | 30.9K | $10.9M | -1.43%(-450) | $119.30(+187.23%) | 2026-06-30 | |
| CLIP | GLOBAL X FDS | 3.14% | 107.3K | $10.8M | +1.42%(+1.50K) | $100.38(-0.16%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.98% | 14.2K | $10.2M | -1.50%(-216) | $136.12(+290.69%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.93% | 42.2K | $10.1M | +0.02%(+10) | $164.21(+59.87%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.64% | 24.0K | $9.1M | -1.01%(-244) | $49.09(+702.08%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.46% | 17.7K | $8.4M | -1.59%(-286) | $115.30(+270.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.63% | +62.77% | +8.27% | +48.77% |
| Top 20 Holdings Unweighted | +23.31% | +87.50% | +11.42% | +71.69% |
Alaethes Wealth LLC reports $344.53M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are VCRB (10.2%), AAPL (4.4%) and NVDA (4.1%). The top 20 holdings account for 57.37% of reported assets. Its disclosed equity book has returned +62.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alaethes Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1859677). View Alaethes Wealth LLC’s 13F filings on SEC