13F Filings History of Alpha Cubed Investments, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$2,922,306,782
Signature - Title
Cameron Kirdahy - Chief Compliance Officer
Location
Costa Mesa, CA
Summary
This page shows a list of all the recent 13F filings made by Alpha Cubed Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alpha Cubed Investments, LLC reported 298 stock holdings with total value $2,922,306,782 as of Q4 2025. Top holdings included AAPL, NVDA, MSFT, AMZN, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 298 $2,922,306,782 +$179,483,230 -$182,199,673 -$2,716,443 AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 02 Feb 2026, 20:29
Q3 2025 296 $2,868,615,458 +$151,275,877 -$132,922,428 +$18,353,449 AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 03 Nov 2025, 15:48
Q2 2025 297 $2,636,290,263 +$398,244,128 -$265,500,441 +$132,743,687 MSFT, NVDA, AAPL, AMZN, PWR 13F-HR 07 Aug 2025, 17:00
Q1 2025 301 $2,241,091,019 +$274,532,455 -$136,552,243 +$137,980,212 AAPL, MSFT, BRKB, AMZN, NVDA 13F-HR 29 Apr 2025, 20:37
Q4 2024 267 $2,187,077,377 +$188,864,275 -$230,594,032 -$41,729,757 AAPL, MSFT, AMZN, GOOGL, PANW 13F-HR 16 Jan 2025, 17:36
Q3 2024 269 $2,246,448,494 +$166,319,006 -$123,907,556 +$42,411,450 AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 07 Oct 2024, 13:51
Q2 2024 291 $2,097,801,145 +$287,324,359 -$115,624,539 +$171,699,820 AAPL, MSFT, GOOGL, AMZN, NVDA 13F-HR 15 Jul 2024, 15:24
Q1 2024 294 $1,914,313,606 +$227,911,761 -$246,368,153 -$18,456,392 AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 22 Apr 2024, 19:48
Q4 2023 279 $1,787,846,518 +$242,084,756 -$109,244,510 +$132,840,246 AAPL, MSFT, GOOGL, AMZN, BRKB 13F-HR 05 Feb 2024, 17:22
Q3 2023 260 $1,487,521,116 +$158,346,717 -$92,737,449 +$65,609,268 AAPL, MSFT, GOOGL, BRKB, AMZN 13F-HR 19 Oct 2023, 11:59
Q2 2023 265 $1,483,274,881 +$121,717,061 -$127,411,275 -$5,694,214 AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 20 Jul 2023, 10:17
Q1 2023 282 $1,382,220,018 +$102,945,666 -$141,957,304 -$39,011,638 AAPL, MSFT, GOOGL, BRKB, CSCO 13F-HR 26 Apr 2023, 20:00
Q4 2022 280 $1,321,117,313 +$170,711,783 -$231,918,015 -$61,206,232 AAPL, MSFT, JNJ, BRKB, MRK 13F-HR 25 Jan 2023, 07:34
Q3 2022 256 $1,281,093,000 +$114,074,249 -$88,288,351 +$25,785,898 AAPL, MSFT, FLOT, JPM, JNJ 13F-HR 03 Nov 2022, 18:27
Q2 2022 313 $1,377,075,000 +$146,336,993 -$95,529,896 +$50,807,097 AAPL, MSFT, VZ, FLOT, JPM 13F-HR 21 Jul 2022, 20:51
Q1 2022 334 $1,561,142,000 +$216,986,881 -$115,413,959 +$101,572,922 AAPL, MSFT, JPM, FLOT, VCSH 13F-HR 21 Apr 2022, 20:01
Q4 2021 273 $1,528,215,000 +$141,954,722 -$56,173,693 +$85,781,029 AAPL, MSFT, JPM, FLOT, VCSH 13F-HR 18 Jan 2022, 18:39
Q3 2021 265 $1,329,396,000 +$95,648,335 -$133,798,360 -$38,150,025 AAPL, MSFT, JPM, VCSH, FLOT 13F-HR 26 Oct 2021, 12:01
Q2 2021 267 $1,384,031,000 +$80,281,979 -$57,025,008 +$23,256,971 AAPL, MSFT, JPM, AMZN, VCSH 13F-HR 19 Jul 2021, 19:25
Q1 2021 258 $1,286,855,000 +$165,466,638 -$94,141,369 +$71,325,269 AAPL, MSFT, JPM, AMZN, VCSH 13F-HR 22 Apr 2021, 20:59
Q4 2020 259 $1,171,110,000 +$119,686,099 -$66,192,968 +$53,493,131 AAPL, MSFT, AMZN, VCSH, MINT 13F-HR 29 Jan 2021, 11:04
Q3 2020 228 $1,045,628,000 +$150,587,203 -$40,646,349 +$109,940,854 AAPL, MSFT, VCSH, AMZN, MINT 13F-HR 14 Oct 2020, 12:16
Q2 2020 219 $913,663,000 +$41,937,598 -$93,959,515 -$52,021,917 AAPL, MSFT, AMZN, VCSH, MINT 13F-HR 13 Jul 2020, 13:21
Q1 2020 223 $831,791,000 +$131,642,765 -$124,124,918 +$7,517,847 AAPL, MSFT, VCSH, AMZN, MINT 13F-HR 10 Apr 2020, 15:32
Q4 2019 255 $972,026,000 +$86,922,447 -$40,359,592 +$46,562,855 AAPL, MSFT, VCSH, VZ, AMGN 13F-HR 17 Jan 2020, 16:08
Q3 2019 253 $857,430,000 +$51,797,925 -$72,106,592 -$20,308,667 AAPL, MSFT, VCSH, VZ, MCD 13F-HR 18 Oct 2019, 14:00
Q2 2019 256 $863,802,000 +$85,805,021 -$74,079,196 +$11,725,825 AAPL, MSFT, VCSH, MCD, KO 13F-HR 19 Jul 2019, 13:21
Q1 2019 244 $825,494,000 +$98,456,250 -$16,487,142 +$81,969,108 AAPL, SDY, MSFT, VCSH, MCD 13F-HR 25 Apr 2019, 21:44
Q4 2018 225 $667,496,000 +$43,578,148 -$164,115,037 -$120,536,889 AAPL, SDY, VCSH, MSFT, MCD 13F-HR 29 Jan 2019, 17:18
Q3 2018 320 $848,186,000 +$132,469,154 -$54,291,533 +$78,177,621 AAPL, VCSH, MSFT, AMGN, JPM 13F-HR 25 Oct 2018, 10:39
Q2 2018 227 $776,170,000 +$58,875,300 -$59,896,846 -$1,021,546 AAPL, VCSH, MSFT, WDC, INTC 13F-HR 26 Jul 2018, 16:07
Q1 2018 225 $765,709,000 +$61,709,295 -$60,964,157 +$745,138 AAPL, VCSH, WDC, MSFT, INTC 13F-HR 08 May 2018, 21:51
Q4 2017 241 $765,954,000 +$89,566,402 -$22,357,456 +$67,208,946 AAPL, VCSH, MSFT, WDC, PG 13F-HR 09 Feb 2018, 17:04
Q3 2017 230 $664,347,000 +$112,476,014 -$54,124,706 +$58,351,308 AAPL, VCSH, WDC, MSFT, PG 13F-HR 20 Oct 2017, 17:33
Q2 2017 206 $582,429,000 +$98,370,541 -$16,665,612 +$81,704,929 AAPL, WDC, IEF, PG, VCSH 13F-HR 27 Jul 2017, 14:40
Q1 2017 188 $489,480,000 +$125,865,959 -$76,387,886 +$49,478,073 AAPL, WDC, IEF, TOTL, VCSH 13F-HR 01 May 2017, 20:50
Q4 2016 188 $416,842,000 +$80,293,838 -$41,475,925 +$38,817,913 AAPL, WDC, PG, MSFT, QCOM 13F-HR 30 Jan 2017, 10:54
Q3 2016 177 $372,211,000 +$76,123,918 -$4,371,555 +$71,752,363 AAPL, PG, QCOM, WDC, MSFT 13F-HR 24 Oct 2016, 17:24
Q2 2016 145 $290,035,000 +$35,924,023 -$70,559,232 -$34,635,209 AAPL, PG, MCD, GILD, QCOM Restatement 11 Aug 2016, 20:39
Q1 2016 158 $327,610,000 +$48,510,100 -$101,436,313 -$52,926,213 AAPL, PG, GE, GM, GILD 13F-HR 09 May 2016, 19:02
Q4 2015 176 $383,092,000 +$44,458,898 -$38,906,141 +$5,552,757 AAPL, PG, GILD, GM, GE 13F-HR 05 Feb 2016, 18:59
Q3 2015 189 $366,781,000 +$72,018,822 -$58,515,668 +$13,503,154 AAPL, PG, GILD, GM, GE 13F-HR 09 Nov 2015, 16:25
Q2 2015 183 $372,860,000 +$75,522,298 -$27,476,174 +$48,046,124 AAPL, GILD, PG, BAC, GE 13F-HR 03 Aug 2015, 15:46
Q1 2015 174 $321,320,000 +$97,168,788 -$35,892,698 +$61,276,090 AAPL, GILD, PG, CSCO, BAC 13F-HR 12 May 2015, 21:39
Q4 2014 138 $255,809,000 +$93,577,048 -$58,265,235 +$35,311,813 AAPL, GILD, ORCL, CSCO, BAC 13F-HR 29 Jan 2015, 17:38
Q3 2014 145 $211,988,000 +$58,290,048 -$73,984,378 -$15,694,330 GILD, AAPL, BAC, JPM, DB 13F-HR 28 Oct 2014, 16:10
Q2 2014 167 $224,409,000 +$57,397,292 -$28,886,617 +$28,510,675 GILD, AAPL, JPM, SDRL, CSCO 13F-HR 21 Jul 2014, 17:04
Q1 2014 162 $192,689,000 +$41,659,774 -$131,683,839 -$90,024,065 JPM, GILD, BAC, AAPL, HIG 13F-HR 11 Apr 2014, 11:01
Q4 2013 203 $279,601,000 $0 $0 $0 JPM, GILD, AAPL, AMGN, BAC 13F-HR 06 Mar 2014, 20:09