Alaethes Wealth, LLC
All 13F Filings
- Location
- Glenbrook, NV
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 351,217
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 124 | 351,217 | 13F-HR | Alaethes Wealth, LLC |
| Q4 2025 | 2/12/2026 | 116 | 355,277 | 13F-HR | Alaethes Wealth, LLC |
| Q3 2025 | 11/13/2025 | 112 | 352,676 | 13F-HR | Alaethes Wealth, LLC |
| Q2 2025 | 8/15/2025 | 107 | 334,796 | 13F-HR | Alaethes Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.472 K
(1.3% of total reported value)
· QoQ Δ:
+4.472 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226.5 K | 65.3% | 0 | 77.44 K | -77.44 K |
| ETFs | 120.2 K | 34.7% | 68.92 K | 0 | 68.92 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
351,217
Holdings
124
QoQ value change ($000)
-4,060
(-1.1%)
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.