Alaethes Wealth LLC Top Holdings and 13F Report (2026) About Alaethes Wealth LLCInvestment ActivityAlaethes Wealth LLC has $351.22 million in total holdings as of March 31, 2026.Alaethes Wealth LLC owns shares of 124 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 6.03% of the portfolio was purchased this quarter.About 5.09% of the portfolio was sold this quarter.This quarter, Alaethes Wealth LLC has purchased 116 new stocks and bought additional shares in 66 stocks.Alaethes Wealth LLC sold shares of 29 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Treasury ETF $35,842,371VANGUARD MALVERN FDS $31,966,614Apple $13,377,527NVIDIA $12,212,658GLOBAL X FDS $10,618,690 Largest New Holdings this Quarter 49456B101 - Kinder Morgan $3,239,132 Holding29446M102 - Equinor ASA $1,602,503 Holding060505104 - Bank of America $1,467,570 Holding46090E953 - INVESCO QQQ TR $865,770 Holding464287955 - ISHARES TR $620,000 Holding Largest Purchases this Quarter Kinder Morgan 96,604 shares (about $3.24M)Equinor ASA 37,974 shares (about $1.60M)Sempra Energy 15,811 shares (about $1.54M)Bank of America 30,104 shares (about $1.47M)McKesson 1,554 shares (about $1.35M) Largest Sales this Quarter iShares Short-Term National Muni Bond ETF 16,500 shares (about $1.76M)SPDR S&P 500 ETF Trust 2,222 shares (about $1.45M)Waste Management 481 shares (about $110.53K)Alphabet 345 shares (about $98.97K)Vanguard Tax-Exempt Bond ETF 1,839 shares (about $91.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlaethes Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGITVanguard Intermediate-Term Treasury ETF$35,842,371$671,486 â–²1.9%601,88710.2%ETFVANGUARD MALVERN FDS$31,966,614$464,899 â–²1.5%413,1129.1%CORE BD ETFAAPLApple$13,377,527$65,732 â–¼-0.5%52,7113.8%Computer and TechnologyNVDANVIDIA$12,212,658$81,100 â–²0.7%70,0233.5%Computer and TechnologyGLOBAL X FDS$10,618,690$16,559 â–²0.2%105,8063.0%1-3 MONTH T-BILLGOOGAlphabet$8,999,108$98,967 â–¼-1.1%31,3712.6%Computer and TechnologyAMZNAmazon.com$8,782,048$74,977 â–²0.9%42,1672.5%Retail/WholesaleGLDSPDR Gold Shares$8,298,143$54,647 â–¼-0.7%19,2852.4%FinanceMSFTMicrosoft$7,733,605$75,515 â–²1.0%20,8922.2%Computer and TechnologyAVGOBroadcom$7,504,472$3,095 â–²0.0%24,2462.1%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$7,442,007$1,757,250 â–¼-19.1%69,8782.1%ETFVTEBVanguard Tax-Exempt Bond ETF$6,201,078$91,748 â–¼-1.5%124,2951.8%ETFTSMTaiwan Semiconductor Manufacturing$6,080,358$20,672 â–¼-0.3%17,9421.7%Computer and TechnologyASMLASML$5,315,020$25,096 â–¼-0.5%4,0241.5%Computer and TechnologyXOMExxonMobil$5,265,592$552,076 â–²11.7%31,0361.5%EnergyARISTA NETWORKS INC$5,249,750$1,228 â–²0.0%42,7571.5%COM SHSAMATApplied Materials$4,910,382$3,760 â–¼-0.1%14,3671.4%Computer and TechnologyMETAMeta Platforms$4,411,144$52,636 â–²1.2%7,7101.3%Computer and TechnologyWMBWilliams Companies$3,996,641$582,531 â–²17.1%54,9141.1%EnergyLLYEli Lilly and Company$3,932,937$4,599 â–¼-0.1%4,2761.1%MedicalCATCaterpillar$3,850,480$28,338 â–¼-0.7%5,4351.1%IndustrialsJPMJPMorgan Chase & Co.$3,846,402$40,005 â–²1.1%13,0761.1%FinanceIVViShares Core S&P 500 ETF$3,804,419$18,944 â–²0.5%5,8241.1%ETFCVXChevron$3,661,589$610,989 â–²20.0%17,6971.0%EnergyIAUiShares Gold Trust$3,525,430$35,528 â–²1.0%39,9891.0%FinanceMSMorgan Stanley$3,397,633$1,481 â–¼0.0%20,6461.0%FinanceKMIKinder Morgan$3,239,132$3,239,132 â–²New Holding96,6040.9%EnergyCHENIERE ENERGY INC$3,204,218$703,157 â–²28.1%11,2920.9%COM NEWCBOECboe Global Markets$3,002,952$9,556 â–²0.3%10,6840.9%Financial ServicesPANWPalo Alto Networks$2,927,046$135,146 â–²4.8%18,2580.8%Computer and TechnologyCBChubb$2,848,945$6,538 â–²0.2%8,7150.8%FinanceVVisa$2,804,328$17,229 â–²0.6%9,2780.8%Business ServicesCRWDCrowdStrike$2,798,499$26,548 â–²1.0%7,1680.8%Computer and TechnologyKRKroger$2,764,254$17,077 â–²0.6%38,2010.8%Retail/WholesaleTDGTransdigm Group$2,759,484$44,040 â–²1.6%2,3810.8%AerospaceUBSUBS Group$2,728,776$4,571 â–²0.2%69,8430.8%FinanceCMECME Group$2,697,169$11,223 â–²0.4%9,1320.8%FinanceDEDeere & Company$2,667,552$8,474 â–²0.3%4,7220.8%IndustrialsPMPhilip Morris International$2,663,012$500 â–²0.0%15,9640.8%Consumer StaplesNEENextEra Energy$2,639,371$10,124 â–²0.4%28,4170.8%UtilitiesTMUST-Mobile US$2,590,930$45,156 â–²1.8%12,3360.7%Computer and TechnologyBTIBritish American Tobacco$2,569,178$242,258 â–²10.4%43,3220.7%Consumer StaplesHIIHuntington Ingalls Industries$2,500,882$1,140 â–¼0.0%6,5830.7%AerospaceISRGIntuitive Surgical$2,404,625$12,447 â–²0.5%5,2160.7%MedicalSOSouthern$2,279,513$70,074 â–²3.2%23,6170.6%UtilitiesLHXL3Harris Technologies$2,274,569$1,035 â–²0.0%6,5900.6%AerospaceSRESempra Energy$2,213,908$1,539,521 â–²228.3%22,7370.6%UtilitiesDUKDuke Energy$2,200,054$12,701 â–²0.6%16,8020.6%UtilitiesVOOVanguard S&P 500 ETF$2,191,813$29,280 â–²1.4%3,6680.6%ETFSPYSPDR S&P 500 ETF Trust$2,154,009$1,449,049 â–¼-40.2%3,3030.6%FinanceABBVAbbVie$2,120,310$33,058 â–¼-1.5%9,7490.6%MedicalORCLOracle$2,052,639$47,370 â–²2.4%13,9530.6%Computer and TechnologyROKRockwell Automation$2,047,437$6,101 â–²0.3%5,7050.6%Computer and TechnologyGDGeneral Dynamics$2,005,434$6,521 â–²0.3%5,8430.6%AerospaceVZVerizon Communications$2,003,934$354,563 â–²21.5%39,9190.6%Computer and TechnologySPGIS&P Global$1,955,713$425 â–¼0.0%4,5980.6%FinanceGOOGLAlphabet$1,930,267$41,981 â–¼-2.1%6,7130.5%Computer and TechnologySAPSAP$1,898,954$21,916 â–²1.2%11,0910.5%Computer and TechnologyTMToyota Motor$1,885,476$5,976 â–²0.3%9,1490.5%Auto/Tires/TrucksTAT&T$1,880,146$363,361 â–²24.0%64,8550.5%Computer and TechnologyBRK.BBerkshire Hathaway$1,877,026$242,954 â–²14.9%3,9170.5%FinanceUNPUnion Pacific$1,847,215$10,675 â–²0.6%7,6140.5%TransportationSPOTSpotify Technology$1,837,324$29,095 â–²1.6%3,7890.5%Computer and TechnologyPGRProgressive$1,800,416$119,142 â–²7.1%9,0820.5%FinanceDOORDASH INC$1,774,923$16,817 â–²1.0%11,8210.5%CL AVRTXVertex Pharmaceuticals$1,763,386$72,339 â–²4.3%3,9490.5%MedicalNFLXNetflix$1,704,259$7,211 â–¼-0.4%17,7250.5%Consumer DiscretionaryMCKMcKesson$1,663,059$1,346,038 â–²424.6%1,9200.5%MedicalDDominion Energy$1,636,314$71,093 â–²4.5%26,4690.5%UtilitiesSYKStryker$1,603,530$9,884 â–²0.6%4,8670.5%MedicalEQNREquinor ASA$1,602,503$1,602,503 â–²New Holding37,9740.5%EnergyQQQInvesco QQQ$1,555,500$16,161 â–¼-1.0%2,6950.4%FinanceUBERUber Technologies$1,484,347$113,002 â–²8.2%20,6360.4%Computer and TechnologyBACBank of America$1,467,570$1,467,570 â–²New Holding30,1040.4%FinanceAXPAmerican Express$1,452,811$19,359 â–²1.4%4,8030.4%FinanceVICIVICI Properties$1,446,032$34,768 â–²2.5%52,0720.4%FinanceZSZscaler$1,265,837$56,958 â–²4.7%9,0230.4%Computer and TechnologyAXONAxon Enterprise$1,220,559$109,570 â–²9.9%2,8740.3%AerospaceBSXBoston Scientific$1,012,660$23,971 â–²2.4%16,1380.3%MedicalVEAVanguard FTSE Developed Markets ETF$927,109$88,751 â–²10.6%14,4680.3%ETFINVESCO QQQ TR$865,770$865,770 â–²New Holding1,5000.2%PUTTOTLSPDR Doubleline Total Return Tactical ETF$803,182$279,223 â–²53.3%20,2160.2%ETFXBISPDR S&P Biotech ETF$652,7000.0%5,1100.2%ETFISHARES TR$620,000$620,000 â–²New Holding2,5000.2%PUTSELECT SECTOR SPDR TR$612,600$612,600 â–²New Holding10,0000.2%CALLVUGVanguard Growth ETF$580,364$4,804 â–¼-0.8%1,3290.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$559,0120.0%7,0520.2%ETFCOSTCostco Wholesale$558,9970.0%5610.2%Retail/WholesaleVGSHVanguard Short-Term Treasury ETF$552,6180.0%9,4400.2%ETFADBEAdobe$529,428$19,446 â–¼-3.5%2,1780.2%Computer and TechnologyHDHome Depot$511,095$7,564 â–²1.5%1,5540.1%Retail/WholesaleWALMART INC$505,088$14,570 â–¼-2.8%4,0560.1%COMWMWaste Management$480,950$110,529 â–¼-18.7%2,0930.1%Business ServicesCARVANA CO$477,720$477,720 â–²New Holding1,0000.1%PUTSGOViShares 0-3 Month Treasury Bond ETF$452,970$80,528 â–¼-15.1%4,5000.1%ETFXLKTechnology Select Sector SPDR Fund$436,975$60,337 â–¼-12.1%3,2880.1%ETFSBUXStarbucks$420,088$11,557 â–¼-2.7%4,6890.1%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$399,5160.0%2,8050.1%ETFCSCOCisco Systems$381,7430.0%4,9200.1%Computer and TechnologyMRKMerck & Co., Inc.$376,291$12,959 â–²3.6%3,1070.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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