Alpha Cubed Investments, LLC
All 13F Filings
- Location
- Costa Mesa, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,922,314
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 299 | 2,922,314 | 13F-HR | Alpha Cubed Investments, LLC |
| Q3 2025 | 11/3/2025 | 297 | 2,868,623 | 13F-HR | Alpha Cubed Investments, LLC |
| Q2 2025 | 8/7/2025 | 297 | 2,636,290 | 13F-HR | Alpha Cubed Investments, LLC |
| Q2 2014 | 7/21/2014 | 167 | 224,409 | 13F-HR | Alpha Cubed Investments, LLC |
| Q1 2014 | 4/11/2014 | 162 | 192,689 | 13F-HR | Alpha Cubed Investments, LLC |
| Q4 2013 | 3/7/2014 | 203 | 279,601 | 13F-HR | Alpha Cubed Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7
(0.0% of total reported value)
· QoQ Δ:
0
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.821 M | 96.5% | 56.46 K | 0 | 56.46 K |
| ETFs | 98.69 K | 3.4% | 0 | 2.377 K | -2.377 K |
| Debt | 2.725 K | 0.1% | 0 | 164 | -164 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
2,922,314
Holdings
299
QoQ value change ($000)
53,691
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.