Alaethes Wealth, LLC
•CIK: 1859677•Filing: Q4 2025
**Alaethes Wealth, LLC** manages $355M across a diversified portfolio of 116 positions. The strategy exhibits a notable allocation to fixed income and technology leaders, with top holdings including VGIT at $35.4M and VCRB at $31.7M. Significant technology exposure is maintained through core names such as AAPL ($14.4M), NVDA ($13.0M), and MSFT ($10.0M). This concentration suggests a tactical blend of defensive fixed income positioning and high-conviction growth equity bets.
Total AUM
$355.3M
QoQ Performance
+0.7%
Positions
107
Top 10 Concentration
42.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VGIT
VCRB
VGIT10.0%
VCRB8.9%
AAPL4.1%
NVDA3.7%
CLIP3.0%
MSFT2.8%
GOOG2.8%
AMZN2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.0%
Technology18.9%
Financial4.3%
Consumer3.9%
ETF2.8%
Healthcare2.5%
Utilities2.2%
Communication2.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑29 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023