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Home > Institutional Investor > Alaethes Wealth Llc > Profile

Instuitional Investor - Alaethes Wealth Llc

Fund Profile
Filing Period:
Fund Name: Alaethes Wealth Llc
Portfolio Value $343,480,565
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Malvern Fds - CORE BD ETF
 452,682 $34,961,860 10.15%
2.
Apple Inc.
 AAPL 52,453 $15,177,799 4.41%
3.
Nvidia Corp
 NVDA 69,599 $13,926,002 4.04%
4.
Vanguard Mun Bd Fds
 160,419 $12,256,012 3.56%
5.
Alphabet Inc.
 GOOGL 30,921 $10,925,345 3.17%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.