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| Happy Holidays!! thanks for using AUM13F!! |
| Alaethes Wealth LLC
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| CRD # | 304920 |
| SEC # | 801-119436 |
| CIK # | 0001859677 |
| AUM | $439.4 M (2025-01-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 858-735-9685 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001859677 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.4 | ||
| Apple Inc | 11.3 | ||
| Microsoft Corp | 10.5 | ||
| Amazon Com Inc | 9.4 | ||
| Broadcom Inc | 7.8 | ||
| Alphabet Inc | 6.2 | ||
| Facebook Inc | 6.0 | ||
| SPDR Gold Trust | 5.9 | ||
| Arista Networks Inc | 4.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.6 | ||
| CrowdStrike Holdings Inc | 4.1 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Oracle Corp | 3.6 | ||
| Palo Alto Networks Inc | 3.6 | ||
| Lilly Eli & Co | 3.5 | ||
| SAP SE | 3.4 | ||
| VISA Inc | 3.4 | ||
| ASML Holding NV | 3.3 | ||
| Morgan Stanley | 3.2 | ||
| Doordash Inc | 3.1 | ||
| Williams Companies Inc | 3.1 | ||
| Mitsubishi UFJ Financial Group Inc | 3.1 | ||
| Blackstone Group LP | 3.1 | ||
| Philip Morris International Inc | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 4.0 |
| (b) Individuals (high net worth individuals) | 78 | 433.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.6 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 439.4 |
| By Discretionary | ||
| Discretionary | 257 | 426.9 |
| Non-Discretionary | 6 | 12.5 |
| Total | 263 | 439.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.4 | |
| Total | 263 | 439.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001859677] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Zuraw Financial Advisors LLC
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|
NC | 0.4 |
|
Harbor Advisory Corporation
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|
NH | 0.4 |
|
Wimmer Associates I LLC
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CA | 0.4 |
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Smart Wealth LLC
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NE | 0.4 |
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Alliance Wealth Advisors LLC
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PA | 0.4 |
|
TrueWealth Advisors LLC
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AL | 0.4 |
|
Park Edge Advisors LLC
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OH | 0.4 |
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Prentiss Smith & Company Inc
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|
VT | 0.4 |
|
DLK Investment Management
✚
|
CA | 0.4 |
|
Penobscot Wealth Management
✚
|
ME | 0.4 |