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Manager record

Alaethes Wealth, LLC

Glenbrook, NV · CIK 1859677 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$343.48MReported 13F valueQ2 2026 · as filed
111Holdings listed
-2.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $334.8M$334.8MQ2 2025107 holdingsQ3 2025: $3.1M$3.1MQ3 2025112 holdingsQ4 2025: $355.3M$355.3MQ4 2025118 holdingsQ1 2026: $351.2M$351.2MQ1 2026124 holdingsQ2 2026: $343.5M$343.5MQ2 2026111 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$343.48M · 111 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$351.22M · 124 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$355.28M · 118 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$3.15M · 112 holdings listed · View original SEC filing ↗
Aug 15 2025 13F-HR · period Q2 2025

$334.80M · 107 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology