account_balance
Investment manager · 13F filer · SEC CIK 1859677
Alaethes Wealth, LLC
Reported value$353Mas of Sep 30, 2026
Positions105 7 new, 10 sold out
Top 10 weight38.8%VCRB alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCRBVanguard Malvern FDS
8.7%Trimmed −8%
AAPLApple Inc.
5.1%Added +3%
NVDANVIDIA Corp
4.7%Added +4%
VCRMVanguard Mun Bd FDS
3.4%Added +4%
MSFTMicrosoft Corp
3.4%Added +11%
GOOGAlphabet Inc.
3.1%Added +5%
AMZNAmazon.com Inc
3.0%Added +2%
AVGOBroadcom Inc.
2.6%Added +9%
ANETArista Networks, Inc.
2.4%Trimmed −2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.4%Added +4%
CLIPGlobal X FDS
2.3%−25%
GLDSPDR Gold Trust
2.1%
VCRBVanguard Malvern FDS
8.7%Trimmed −8%
AAPLApple Inc.
5.1%+3%
NVDANVIDIA Corp
4.7%+4%
VCRMVanguard Mun Bd FDS
3.4%+4%
MSFTMicrosoft Corp
3.4%+11%
GOOGAlphabet Inc.
3.1%
AMZNAmazon.com Inc
3.0%
AVGOBroadcom Inc.
2.6%
ANETArista Networks, Inc.
2.4%
TSM2.4%CLIP2.3%
GLD2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VCRB Vanguard Malvern FDS 8.7% Trimmed −8%
AAPL Apple Inc. 5.1% Added +3%NVDA NVIDIA Corp 4.7% Added +4%VCRM Vanguard Mun Bd FDS 3.4% Added +4%
MSFT Microsoft Corp 3.4% Added +11%GOOG Alphabet Inc. 3.1% Added +5%AMZN Amazon.com Inc 3.0% Added +2%AVGO Broadcom Inc. 2.6% Added +9%ANET Arista Networks, Inc. 2.4% Trimmed −2%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.4% Added +4%CLIP Global X FDS 2.3% Trimmed −25%
GLD SPDR Gold Trust 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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