13F Insight
DOSSIER · 13F-HR · Q1 2026

Alaethes Wealth, LLC

Alaethes Wealth's family office based in New York, NY — $351M in tracked AUM across 124 positions as of Q1 2026.

AW
Alaethes Wealth·New York, NY·Family Office
CIK 0001859677 · last filed Mar 31, 2026
Total AUM
$351M
▼ 5.6%
vs prior
Holdings
124
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Alaethes Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGIT
VANGUARD SCOTTSDALE FDS
$36M602K10.2%
02
VCRB
VANGUARD MALVERN FDS
$32M413K9.1%
03
AAPL
APPLE INC
$13M53K3.8%
04
NVDA
NVIDIA CORPORATION
$12M70K3.5%
05
CLIP
GLOBAL X FDS
$11M106K3.0%
06
GOOG
ALPHABET INC
$9M31K2.6%
07
AMZN
AMAZON COM INC
$9M42K2.5%
08
GLD
SPDR GOLD TR
$8M19K2.4%
09
MSFT
MICROSOFT CORP
$8M21K2.2%
10
AVGO
BROADCOM INC
$8M24K2.1%

Filing history

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