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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001859677

Alaethes Wealth LLC

GLENBROOK, NV · File #028-21159

Latest AUM
$355.3M
Positions
118
Top-10 Concentration
53.0%
Filings
12

Sector Allocation

Technology
19.4%$68.9M
Financials
5.1%$18.2M
Industrials
5.0%$17.8M
Healthcare
4.7%$16.8M
Energy
2.0%$7.3M
Utilities
1.0%$3.5M
Materials
0.6%$2.3M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD SCOTTSDALE FDS92206C706590,611$35.4M12.32%
2VANGUARD MALVERN FDS922020748407,104$31.7M11.04%
3APPLE INCAAPL52,970$14.4M5.01%
4NVIDIA CORPORATIONNVDA69,558$13.0M4.52%
5GLOBAL X FDS37960A438105,641$10.6M3.69%
6MICROSOFT CORPMSFT20,688$10.0M3.48%
7ALPHABET INCGOOG31,716$10.0M3.47%
8AMAZON COM INCAMZN41,807$9.6M3.36%
9ISHARES TR46428815886,378$9.2M3.21%
10BROADCOM INCAVGO24,236$8.4M2.92%
11SPDR GOLD TRGLD19,402$7.7M2.68%
12VANGUARD MUN BD FDS922907746126,134$6.3M2.21%
13ARISTA NETWORKS INCANET42,747$5.6M1.95%
14TAIWAN SEMICONDUCTOR MFG LTD87403910018,003$5.5M1.91%
15META PLATFORMS INCMETA7,618$5.0M1.75%
16ELI LILLY & COLLY4,281$4.6M1.60%
17ASML HOLDING N VASMLF4,043$4.3M1.51%
18JPMORGAN CHASE & CO.VYLD12,940$4.2M1.45%
19ISHARES TR4642872005,795$4.0M1.38%
20SPDR S&P 500 ETF TRSPY5,525$3.8M1.32%