Advertisement
Screener

Alaethes Wealth, LLC Current Holdings: USA Stocks

Alaethes Wealth, LLC

Alaethes Wealth, LLC reported a Form 13F information table total of $351.22 million in 124 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1859677): holdings report, quarter ended 2026-03-31, filed 2026-05-12; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
COLTON GROOME FINANCIAL ADVISORS, LLCUnited States$0.351B137
Trinity Financial Advisors LLCUnited States$0.351B89
Cypress Capital, LLCUnited States$0.351B95
Enavate Sciences GP, LLCUnited States$0.352B7
HTG Investment Advisors, Inc.United States$0.352B85
Vision Retirement, LLCUnited States$0.352B649
Legacy Wealth Management, LLC / MSUnited States$0.351B106
FIDUCIARY FAMILY OFFICE, LLCUnited States$0.351B179
ACORN CAPITAL ADVISORS, LLCUnited States$0.352B22
PhiloSmith Capital CorpUnited States$0.351B58