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Alpha Cubed Investments, LLC

Alpha Cubed Investments, LLC is a Broker-Dealer institutional filer with the SEC under CIK 1580830, reporting 298 portfolio positions, with 13 historical 13F filings on file. Most recent reporting period: 2025-12-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CA
  • Filing type: 13F-HR
  • Latest reporting period: 2025-12-31
  • Last filed: 2024-04-22

Top 10 portfolio positions

The largest reported holdings in Alpha Cubed Investments, LLC's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. NVIDIA CORPORATION (NVDA)
  3. MICROSOFT CORP (MSFT)
  4. AMAZON COM INC (AMZN)
  5. ALPHABET INC (GOOGL)
  6. TAIWAN SEMICONDUCTOR MFG LTD (TSM)
  7. QUANTA SVCS INC (PWR)
  8. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  9. PALO ALTO NETWORKS INC (PANW)
  10. BROADCOM INC (AVGO)
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