# EDGAR Filing Document

**Accession Number:** 0001859677
**File Stem:** 0001859677-25-000008
**Filing Date:** 2025-8
**Character Count:** 13968
**Document Hash:** 6dbc838cee1cc3c5e1bb75cf0df9f59d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001859677-25-000008.hdr.sgml**: 20250815

**ACCESSION NUMBER**: 0001859677-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250815

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250815

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alaethes Wealth, LLC
- **CENTRAL INDEX KEY:** 0001859677

**ORGANIZATION NAME:**
- **EIN:** 842211216
- **STATE OF INCORPORATION:** NV
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21159
- **FILM NUMBER:** 251221979

**BUSINESS ADDRESS:**
- **STREET 1:** 1322 WINDING WAY
- **CITY:** GLENBROOK
- **STATE:** NV
- **ZIP:** 89413
- **BUSINESS PHONE:** 85873596885

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 10
- **CITY:** GLENBROOK
- **STATE:** NV
- **ZIP:** 89413

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Alaethes Wealth LLC
- **DATE OF NAME CHANGE:** 20210429

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Alaethes Wealth LLC<br>**Address:** PO BOX 10<br>GLENBROOK, NV 89413

**Form 13F File Number:** 028-21159

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Cole Holmlund<br>**Title:** Wealth Advisor<br>**Phone:** 8583868865

**Signature, Place, and Date of Signing:**

Cole Holmlund  Santa Monica, CA  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 107

**Form 13F Information Table Value Total:** $334796218

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S ETF | 464287200 |  | 3395081 | 5468 | SH |  | SOLE |  | 5468 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 33270359 | 556268 | SH |  | SOLE |  | 556268 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 1912680 | 10304 | SH |  | SOLE |  | 10304 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 1337031 | 10103 | SH |  | SOLE |  | 10103 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 6227432 | 35106 | SH |  | SOLE |  | 35106 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 9398766 | 42840 | SH |  | SOLE |  | 42840 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1454158 | 5208 | SH |  | SOLE |  | 5208 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 11272807 | 54944 | SH |  | SOLE |  | 54944 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 2649372 | 14472 | SH |  | SOLE |  | 14472 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 4778324 | 46704 | SH |  | SOLE |  | 46704 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 3315350 | 4137 | SH |  | SOLE |  | 4137 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 3051045 | 20397 | SH |  | SOLE |  | 20397 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 1512440 | 14081 | SH |  | SOLE |  | 14081 | 0 | 0 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 2072074 | 43055 | SH |  | SOLE |  | 43055 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 7836812 | 28430 | SH |  | SOLE |  | 28430 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 2241136 | 5773 | SH |  | SOLE |  | 5773 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 2254752 | 9259 | SH |  | SOLE |  | 9259 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2136487 | 14921 | SH |  | SOLE |  | 14921 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 2473235 | 8508 | SH |  | SOLE |  | 8508 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 2612098 | 9477 | SH |  | SOLE |  | 9477 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 4145143 | 8139 | SH |  | SOLE |  | 8139 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 2470463 | 4843 | SH |  | SOLE |  | 4843 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 3143496 | 12752 | SH |  | SOLE |  | 12752 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1658018 | 14051 | SH |  | SOLE |  | 14051 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 3450979 | 4427 | SH |  | SOLE |  | 4427 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2475193 | 22961 | SH |  | SOLE |  | 22961 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 2766587 | 26169 | SH |  | SOLE |  | 26169 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 1751557 | 40405 | SH |  | SOLE |  | 40405 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1716711 | 5886 | SH |  | SOLE |  | 5886 | 0 | 0 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 1618989 | 6705 | SH |  | SOLE |  | 6705 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 2676577 | 4926 | SH |  | SOLE |  | 4926 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2315552 | 37132 | SH |  | SOLE |  | 37132 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4054138 | 13984 | SH |  | SOLE |  | 13984 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 1727707 | 6888 | SH |  | SOLE |  | 6888 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1698237 | 3667 | SH |  | SOLE |  | 3667 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 6008597 | 8141 | SH |  | SOLE |  | 8141 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 10514986 | 21139 | SH |  | SOLE |  | 21139 | 0 | 0 |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 606822104 |  | 3081675 | 220361 | SH |  | SOLE |  | 220361 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 3239174 | 22996 | SH |  | SOLE |  | 22996 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1718284 | 24752 | SH |  | SOLE |  | 24752 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 2153880 | 31207 | SH |  | SOLE |  | 31207 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 12358057 | 78215 | SH |  | SOLE |  | 78215 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 3608289 | 16504 | SH |  | SOLE |  | 16504 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 3581675 | 17502 | SH |  | SOLE |  | 17502 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 3049589 | 16621 | SH |  | SOLE |  | 16621 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 2170639 | 8134 | SH |  | SOLE |  | 8134 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 1435411 | 4892 | SH |  | SOLE |  | 4892 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 1996366 | 6010 | SH |  | SOLE |  | 6010 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 2299512 | 4361 | SH |  | SOLE |  | 4361 | 0 | 0 |
| SAP SE | SPON ADR | 803054204 |  | 3423076 | 11256 | SH |  | SOLE |  | 11256 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 2070553 | 2014 | SH |  | SOLE |  | 2014 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 1924022 | 20952 | SH |  | SOLE |  | 20952 | 0 | 0 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 1540912 | 15231 | SH |  | SOLE |  | 15231 | 0 | 0 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 |  | 437961 | 10919 | SH |  | SOLE |  | 10919 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 5870416 | 19258 | SH |  | SOLE |  | 19258 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 2734032 | 3563 | SH |  | SOLE |  | 3563 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 1905831 | 4807 | SH |  | SOLE |  | 4807 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 2869365 | 12043 | SH |  | SOLE |  | 12043 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 4629961 | 20372 | SH |  | SOLE |  | 20372 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 1752272 | 5301 | SH |  | SOLE |  | 5301 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 2665085 | 37154 | SH |  | SOLE |  | 37154 | 0 | 0 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 1562226 | 9069 | SH |  | SOLE |  | 9069 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 2310597 | 1519 | SH |  | SOLE |  | 1519 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 1645439 | 17636 | SH |  | SOLE |  | 17636 | 0 | 0 |
| UBS GROUP AG | SHS | H42097107 |  | 2540770 | 75126 | SH |  | SOLE |  | 75126 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 1717757 | 7466 | SH |  | SOLE |  | 7466 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 29658213 | 504563 | SH |  | SOLE |  | 504563 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1428647 | 3209 | SH |  | SOLE |  | 3209 | 0 | 0 |
| VICI PPTYS INC | COM | 925652109 |  | 1607660 | 48669 | SH |  | SOLE |  | 48669 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 3405569 | 9592 | SH |  | SOLE |  | 9592 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 3099045 | 49340 | SH |  | SOLE |  | 49340 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 3016963 | 9610 | SH |  | SOLE |  | 9610 | 0 | 0 |
| FAIR ISAAC CORP | COM | 303250104 |  | 2599359 | 1422 | SH |  | SOLE |  | 1422 | 0 | 0 |
| GLOBAL X FDS | 1-3 MONTH T-BILL | 37960A438 |  | 11560350 | 115120 | SH |  | SOLE |  | 115120 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 889824 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1328875 | 7541 | SH |  | SOLE |  | 7541 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 601884 | 608 | SH |  | SOLE |  | 608 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 217604 | 1310 | SH |  | SOLE |  | 1310 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 350312 | 1199 | SH |  | SOLE |  | 1199 | 0 | 0 |
| MCKESSON CORP | COM | 58155Q103 |  | 268457 | 366 | SH |  | SOLE |  | 366 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 2476051 | 1849 | SH |  | SOLE |  | 1849 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 253478 | 1591 | SH |  | SOLE |  | 1591 | 0 | 0 |
| SPDR SERIES TRUST | S BIOTECH | 78464A870 |  | 423772 | 5110 | SH |  | SOLE |  | 5110 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 439274 | 4794 | SH |  | SOLE |  | 4794 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 525762 | 1434 | SH |  | SOLE |  | 1434 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 410676 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 588871 | 2574 | SH |  | SOLE |  | 2574 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 722260 | 12669 | SH |  | SOLE |  | 12669 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 |  | 203451 | 1938 | SH |  | SOLE |  | 1938 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 362164 | 5220 | SH |  | SOLE |  | 5220 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 233316 | 1465 | SH |  | SOLE |  | 1465 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 464171 | 1833 | SH |  | SOLE |  | 1833 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 6681759 | 136279 | SH |  | SOLE |  | 136279 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S GBL WATER | 46138E263 |  | 218375 | 3494 | SH |  | SOLE |  | 3494 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1842795 | 3337 | SH |  | SOLE |  | 3337 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 |  | 327679 | 13402 | SH |  | SOLE |  | 13402 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2179958 | 3826 | SH |  | SOLE |  | 3826 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2138278 | 3451 | SH |  | SOLE |  | 3451 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 204131 | 1009 | SH |  | SOLE |  | 1009 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 206961 | 4987 | SH |  | SOLE |  | 4987 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 378787 | 2805 | SH |  | SOLE |  | 2805 | 0 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 201795 | 4694 | SH |  | SOLE |  | 4694 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 240777 | 2618 | SH |  | SOLE |  | 2618 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 352001 | 802 | SH |  | SOLE |  | 802 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 281261 | 579 | SH |  | SOLE |  | 579 | 0 | 0 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 443036 | 4400 | SH |  | SOLE |  | 4400 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 10275422 | 96628 | SH |  | SOLE |  | 96628 | 0 | 0 |

---