Alaethes Wealth, LLC - Portfolio overview

Alaethes Wealth, LLC has 124 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VGIT - VANGUARD SCOTTSDALE FDS, 9.74%
2. VCRB - VANGUARD MALVERN FDS, 8.69%
3. AAPL - APPLE INC, 3.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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