Alaethes Wealth
Alaethes Wealth reported 108 stocks worth $343M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VCRB (10.2%), AAPL (4.4%) and NVDA (4.1%). Compared with Q1 2026, the fund opened new positions in VCRM, KLAC and SPGI, added to VCRB, CLIP and IVV, trimmed AAPL, NVDA and GOOG and sold out of VGIT, SUB and VTEB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCRB Vanguard Malvern Fds | $35M | 10.2% | 453K | +40K (+10%) | 4 of 8 | |
| 2 |  AAPL Apple Inc | $15.2M | 4.4% | 52K | −258 (−0%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $13.9M | 4.1% | 70K | −424 (−1%) | 8 of 8 | |
| 4 |  VCRM Vanguard Mun BD Fds | $12.3M | 3.6% | 160K | New position | 1 of 8 | |
| 5 |  GOOG Alphabet Inc | $10.9M | 3.2% | 31K | −450 (−1%) | 8 of 8 | |
| 6 |  CLIP Global X | $10.8M | 3.1% | 107K | +1,502 (+1%) | 8 of 8 | |
| 7 |  AMAT Applied Matls Inc | $10.2M | 3.0% | 14K | −216 (−2%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $10.1M | 2.9% | 42K | No change | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $9.1M | 2.6% | 24K | −244 (−1%) | 8 of 8 | |
| 10 |  TSM Taiwan Semiconductor Mfg Ltd | $8.4M | 2.5% | 18K | −286 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VGIT Vanguard Scottsdale Fds | $35.8M | 602K |
 SUB Ishares Short Term Ntnl | $7.4M | 70K |
 VTEB Vanguard Mun BD Fds | $6.2M | 124K |
 TMUS T-Mobile US Inc | $2.6M | 12K |
 ORCL Oracle Corp | $2.1M | 14K |
🔒 Free account: see all 15.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alaethes Wealth 13F FAQ
What does Alaethes Wealth own?
Alaethes Wealth reported 108 stocks worth $343M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VCRB (10.2%), AAPL (4.4%) and NVDA (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Alaethes Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 34 added to, 39 trimmed and 15 sold out. New positions include VCRM, KLAC and SPGI. It sold all of VGIT, SUB and VTEB.
When will Alaethes Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alaethes Wealth's portfolio worth?
The Q2 2026 filing reports $343M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.