Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC is an SEC-registered investment adviser based in Irvine, California. Founded in 2011, the firm provides individualized and dynamic portfolio management for clients, with a team of approximately 34-35 employees. The company primarily serves high-net-worth individuals as well as other individuals, focusing exclusively on United States clients. Alpha Cubed Investments specializes in process-driven, tailored investment solutions, leveraging disciplined research and risk management. They have developed a reputation for client-focused active portfolio oversight.
Investment Strategy
Alpha Cubed Investments employs a disciplined, process-driven approach to portfolio management, customizing strategies to meet each client's specific financial goals. Their investment philosophy centers on dynamic asset allocation, rigorous fundamental research, and risk management, with a majority of assets managed for high-net-worth individuals. The firm invests across a broad array of equities, focusing on technology, consumer goods, and other diversified sectors, aiming for long-term capital appreciation through individualized strategies with continuous monitoring and adjustments.
Latest 13F Filing Activity
Alpha Cubed Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 297 equity positions with a total 13F market value of $3B. The fund increased holdings in Broadcom Inc., Nvidia Corporation, Taiwan Semiconductor MFG LTD among other positions. Alpha Cubed Investments, LLC reduced exposure to Digital RLTY TR Inc., Qualcomm Inc., Vanguard Index FDS among others.
Top Holdings
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.63% | $148.5M | 298,567 | $174.91 | $497.41 | +$42.7M |
N NVDA | NVIDIA CORPORATION | 5.62% | $148.1M | 937,423 | $59.22 | $157.99 | +$61.9M |
A AAPL | APPLE INC | 5.22% | $137.6M | 670,450 | $65.93 | $205.17 | -$6.9M |
A AMZN | AMAZON COM INC | 4.70% | $123.9M | 564,862 | $127.26 | $219.39 | +$32.0M |
P PWR | QUANTA SVCS INC | 4.11% | $108.3M | 286,572 | $241.66 | $378.08 | +$47.9M |
Industry Allocation
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