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Alpha Cubed Investments, LLC
Period ended Dec 31, 2025 · Latest filing Feb 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $2,922,313,765
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $187,307,266
- NVIDIA CORPORATION · COM · 67066G104 · shares: $176,413,934
- MICROSOFT CORP · COM · 594918104 · shares: $147,225,774
- AMAZON COM INC · COM · 023135106 · shares: $141,403,063
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $139,149,683
- TAIWAN SEMICONDUCTOR MFG LTD · SPONSORED ADS · 874039100 · shares: $113,293,489
- QUANTA SVCS INC · COM · 74762E102 · shares: $112,160,455
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $105,240,704
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $99,289,510
- BROADCOM INC · COM · 11135F101 · shares: $93,992,576
Reported holdings
299 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 688,984 shares | $187,307,266 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 945,919 shares | $176,413,934 |
| MICROSOFT CORP | COM | 594918104 | — | 304,424 shares | $147,225,774 |
| AMAZON COM INC | COM | 023135106 | — | 612,612 shares | $141,403,063 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 444,568 shares | $139,149,683 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 372,811 shares | $113,293,489 |
| QUANTA SVCS INC | COM | 74762E102 | — | 265,745 shares | $112,160,455 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 209,372 shares | $105,240,704 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 539,031 shares | $99,289,510 |
| BROADCOM INC | COM | 11135F101 | — | 271,576 shares | $93,992,576 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 287,260 shares | $92,560,792 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 102,288 shares | $89,910,914 |
| META PLATFORMS INC | CL A | 30303M102 | — | 122,236 shares | $80,686,826 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 644,401 shares | $74,305,878 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 898,899 shares | $72,163,572 |
| CATERPILLAR INC | COM | 149123101 | — | 125,238 shares | $71,745,234 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 102,781 shares | $58,211,047 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 129,302 shares | $42,683,737 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 260,129 shares | $42,130,445 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 151,310 shares | $32,404,450 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 61,945 shares | $29,960,902 |
| ELI LILLY & CO | COM | 532457108 | — | 27,402 shares | $29,447,978 |
| CISCO SYS INC | COM | 17275R102 | — | 362,454 shares | $27,919,828 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | — | 25,943 shares | $27,755,848 |
| CHEVRON CORP NEW | COM | 166764100 | — | 179,445 shares | $27,349,194 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 31,316 shares | $27,005,014 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 649,377 shares | $26,449,143 |
| EATON CORP PLC | SHS | G29183103 | — | 80,095 shares | $25,511,019 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 225,865 shares | $24,888,085 |
| CME GROUP INC | COM | 12572Q105 | — | 90,606 shares | $24,742,641 |
| NETFLIX INC | COM | 64110L106 | — | 256,628 shares | $24,061,441 |
| VISA INC | COM CL A | 92826C839 | — | 66,932 shares | $23,473,769 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 49,424 shares | $23,167,994 |
| MCDONALDS CORP | COM | 580135101 | — | 75,283 shares | $23,008,620 |
| ORACLE CORP | COM | 68389X105 | — | 114,742 shares | $22,364,374 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 239,469 shares | $22,289,798 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 103,844 shares | $21,490,443 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 276,853 shares | $20,885,765 |
| COCA COLA CO | COM | 191216100 | — | 291,563 shares | $20,383,201 |
| TESLA INC | COM | 88160R101 | — | 44,465 shares | $19,996,800 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 104,938 shares | $18,652,730 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 222,225 shares | $18,611,317 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 242,595 shares | $15,865,713 |
| VULCAN MATLS CO | COM | 929160109 | — | 54,589 shares | $15,570,013 |
| HOME DEPOT INC | COM | 437076102 | — | 44,365 shares | $15,266,053 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 98,467 shares | $15,233,854 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 47,839 shares | $15,012,009 |
| TEXAS INSTRS INC | COM | 882508104 | — | 84,347 shares | $14,633,301 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 53,828 shares | $14,442,052 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 21,196 shares | $13,021,042 |
| ABBVIE INC | COM | 00287Y109 | — | 55,654 shares | $12,716,383 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 69,931 shares | $12,135,147 |
| UNION PAC CORP | COM | 907818108 | — | 44,973 shares | $10,403,114 |
| METLIFE INC | COM | 59156R108 | — | 129,114 shares | $10,192,280 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | — | 55,307 shares | $9,710,221 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 15,183 shares | $9,521,417 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 39,650 shares | $8,714,329 |
| MERCK & CO INC | COM | 58933Y105 | — | 64,947 shares | $6,836,355 |
| RELIANCE INC | COM | 759509102 | — | 22,021 shares | $6,361,206 |
| WALMART INC | COM | 931142103 | — | 53,082 shares | $5,913,871 |
| APPLIED MATLS INC | COM | 038222105 | — | 19,354 shares | $4,973,696 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 39,685 shares | $4,775,668 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 6,760 shares | $4,609,447 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 164,993 shares | $4,525,761 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 26,816 shares | $4,316,572 |
| AMGEN INC | COM | 031162100 | — | 12,659 shares | $4,143,503 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 15,607 shares | $4,025,708 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | — | 9,626 shares | $3,973,324 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 48,915 shares | $3,899,971 |
| WELLS FARGO CO NEW | COM | 949746101 | — | 40,807 shares | $3,803,211 |
| SSGA ACTIVE ETF TR | STATE STREET DOU | 78467V848 | — | 90,132 shares | $3,627,817 |
| KLA CORP | COM NEW | 482480100 | — | 2,725 shares | $3,311,093 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | — | 23,242 shares | $3,280,841 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 21,661 shares | $3,108,835 |
| QUALCOMM INC | COM | 747525103 | — | 18,032 shares | $3,084,386 |
| BANK AMERICA CORP | COM | 060505104 | — | 53,339 shares | $2,933,654 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 9,797 shares | $2,901,929 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 4,197 shares | $2,874,707 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 8,305 shares | $2,784,323 |
| RTX CORPORATION | COM | 75513E101 | — | 14,720 shares | $2,699,560 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 32,090 shares | $2,408,365 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 6,324 shares | $2,361,821 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 22,740 shares | $2,271,925 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 44,410 shares | $2,258,710 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | — | 13,278 shares | $2,055,434 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 16,305 shares | $2,009,753 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 9,954 shares | $1,901,066 |
| STARBUCKS CORP | COM | 855244109 | — | 22,496 shares | $1,894,419 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 3,198 shares | $1,825,461 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 10,356 shares | $1,772,780 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 3,186 shares | $1,554,326 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 768 shares | $1,546,952 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 14,918 shares | $1,490,008 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 25,568 shares | $1,474,229 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 10,267 shares | $1,471,314 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 16,701 shares | $1,425,764 |
| NUVEEN ARIZONA QLTY MUN INC | COM | 67061W104 | — | 119,300 shares | $1,417,286 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 12,441 shares | $1,407,077 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | — | 9,639 shares | $1,387,732 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 4,727 shares | $1,371,932 |