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Alaethes Wealth LLC
Alaethes Wealth LLC is an SEC registered investment advisory firm headquartered in Glenbrook, Nevada. Founded in 2019 by Candise Holmlund, with the Holmlund Family Trust owning 75%. The firm manages nearly $440 million in assets for 195 clients as of January 2025. Client types include high net worth individuals, some charities and pension plans. Alaethes Wealth has a small team of 3 employees and serves clients nationally, specializing in wealth management and portfolio advisory services.
Investment Strategy
Alaethes Wealth LLC employs a discretionary investment management approach focused primarily on high net worth individuals. The firm builds diversified portfolios using individual equities and fixed income, managing positions across more than 100 securities as of the latest 13F filing. Top holdings are large-cap technology and financial sector stocks, and allocations may be actively adjusted based on market conditions and client objectives. Alaethes Wealth's philosophy emphasizes long-term growth, active management, and risk mitigation tailored to client goals.
Latest 13F Filing Activity
Alaethes Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $335M. The fund increased holdings in Vanguard Scottsdale FDS, Nvidia Corporation, Broadcom Inc. among other positions. Alaethes Wealth LLC reduced exposure to Unitedhealth Group Inc., Toll Brothers Inc., Apple Inc. among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGIT | VANGUARD SCOTTSDALE FDS | 9.94% | $33.3M | 556,268 | $59.24 | $59.81 | +$2.1M |
V VGSH | VANGUARD SCOTTSDALE FDS | 8.86% | $29.7M | 504,563 | $58.78 | $58.78 | +$29.7M |
N NVDA | NVIDIA CORPORATION | 3.69% | $12.4M | 78,215 | $18.45 | $157.99 | +$3.9M |
C CLIP | GLOBAL X FDS | 3.45% | $11.6M | 115,120 | $100.48 | $100.42 | -$77.7K |
A AAPL | APPLE INC | 3.37% | $11.3M | 54,944 | $133.19 | $205.17 | -$1.8M |
Industry Allocation
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