Alpha Cubed Investments, LLC

COSTA MESA, CA · CIK 1580830 · 13F filing filed 2026-02-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCosta Mesa, CA

$2.9bn reported value +1.9% vs Q3 2025

298positions

45.0%in top 10

24 new 108 added 118 reduced 22 sold out vs Q3 2025

Options: 1 call positions ($7.0k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	688,984	$187.3m6.41%	6.41%	Reduced -14.4k	-14,432 -2.0%
2	NVIDIA CORPORATION COM NVDA	NVDA	945,919	$176.4m6.04%	6.04%	Added +14.3k	+14,273 1.5%
3	MICROSOFT CORP COM MSFT	MSFT	304,424	$147.2m5.04%	5.04%	Added +12.5k	+12,464 4.3%
4	AMAZON COM INC COM AMZN	AMZN	612,612	$141.4m4.84%	4.84%	Added +32.3k	+32,296 5.6%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	444,568	$139.1m4.76%	4.76%	Reduced -28.8k	-28,845 -6.1%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	372,811	$113.3m3.88%	3.88%	Reduced -19.5k	-19,459 -5.0%
7	QUANTA SVCS INC COM PWR	PWR	265,745	$112.2m3.84%	3.84%	Added +2.4k	+2,392 0.9%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	209,372	$105.2m3.60%	3.60%	Added +22.2k	+22,250 11.9%
9	PALO ALTO NETWORKS INC COM PANW	PANW	539,031	$99.3m3.40%	3.40%	Reduced -15.6k	-15,554 -2.8%
10	BROADCOM INC COM AVGO	AVGO	271,576	$94.0m3.22%	3.22%	Reduced -63.9k	-63,903 -19.1%
11	JPMORGAN CHASE & CO COM JPM	JPM	287,260	$92.6m3.17%	3.17%	Reduced -44.2k	-44,216 -13.3%
12	GOLDMAN SACHS GROUP INC COM GS	GS	102,288	$89.9m3.08%	3.08%	Added +3.3k	+3,342 3.4%
13	META PLATFORMS INC CL A META	META	122,236	$80.7m2.76%	2.76%	Reduced -486	-486 -0.4%
14	AMERICAN ELEC PWR CO INC COM AEP	AEP	644,401	$74.3m2.54%	2.54%	Reduced -21.2k	-21,201 -3.2%
15	NEXTERA ENERGY INC COM NEE	NEE	898,899	$72.2m2.47%	2.47%	Added +19.6k	+19,601 2.2%
16	CATERPILLAR INC COM CAT	CAT	125,238	$71.7m2.46%	2.46%	Reduced -35.5k	-35,526 -22.1%
17	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	102,781	$58.2m1.99%	1.99%	Added +10.2k	+10,181 11.0%
18	UNITEDHEALTH GROUP INC COM UNH	UNH	129,302	$42.7m1.46%	1.46%	Added +4.6k	+4,620 3.7%
19	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	260,129	$42.1m1.44%	1.44%	Added +180.3k	+180,341 226.0%
20	ADVANCED MICRO DEVICES INC COM AMD	AMD	151,310	$32.4m1.11%	1.11%	Reduced -55.5k	-55,539 -26.9%
21	LOCKHEED MARTIN CORP COM LMT	LMT	61,945	$30.0m1.03%	1.03%	Added +1.3k	+1,344 2.2%
22	ELI LILLY & CO COM LLY	LLY	27,402	$29.4m1.01%	1.01%	Added +11.9k	+11,859 76.3%
23	CISCO SYS INC COM CSCO	CSCO	362,454	$27.9m0.96%	0.96%	Reduced -6.3k	-6,344 -1.7%
24	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	25,943	$27.8m0.95%	0.95%	Reduced -4.1k	-4,080 -13.6%
25	CHEVRON CORP NEW COM CVX	CVX	179,445	$27.3m0.94%	0.94%	Added +21.2k	+21,188 13.4%
26	COSTCO WHSL CORP NEW COM COST	COST	31,316	$27.0m0.92%	0.92%	Reduced -630	-630 -2.0%
27	VERIZON COMMUNICATIONS INC COM VZ	VZ	649,377	$26.4m0.91%	0.91%	Reduced -22.1k	-22,065 -3.3%
28	EATON CORP PLC SHS ETN	ETN	80,095	$25.5m0.87%	0.87%	Reduced -1.1k	-1,078 -1.3%
29	ISHARES TR IBOXX INV CP ETF LQD	LQD	225,865	$24.9m0.85%	0.85%	Added +7.7k	+7,676 3.5%
30	CME GROUP INC COM CME	CME	90,606	$24.7m0.85%	0.85%	Reduced -1.1k	-1,061 -1.2%
31	NETFLIX INC COM NFLX	NFLX	256,628	$24.1m0.82%	0.82%	Reduced -6.9k	-6,882 -2.6%
32	VISA INC COM CL A V	V	66,932	$23.5m0.80%	0.80%	Reduced -3.4k	-3,401 -4.8%
33	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	49,424	$23.2m0.79%	0.79%	Added +4.1k	+4,073 9.0%
34	MCDONALDS CORP COM MCD	MCD	75,283	$23.0m0.79%	0.79%	Reduced -970	-970 -1.3%
35	ORACLE CORP COM ORCL	ORCL	114,742	$22.4m0.77%	0.77%	Added +69.9k	+69,917 156.0%
36	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	239,469	$22.3m0.76%	0.76%	Added +6.9k	+6,918 3.0%
37	JOHNSON & JOHNSON COM JNJ	JNJ	103,844	$21.5m0.74%	0.74%	Reduced -3.4k	-3,420 -3.2%
38	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	276,853	$20.9m0.71%	0.71%	Added +27.8k	+27,763 11.2%
39	COCA COLA CO COM KO	KO	291,563	$20.4m0.70%	0.70%	Reduced -1.4k	-1,390 -0.5%
40	TESLA INC COM TSLA	TSLA	44,465	$20.0m0.68%	0.68%	Added +4.0k	+3,963 9.8%
41	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	104,938	$18.7m0.64%	0.64%	Added +2.3k	+2,302 2.2%
42	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	222,225	$18.6m0.64%	0.64%	Added +4.4k	+4,405 2.0%
43	UNILEVER PLC SPON ADR NEW UL	UL	242,595	$15.9m0.54%	0.54%	New
44	VULCAN MATLS CO COM VMC	VMC	54,589	$15.6m0.53%	0.53%	Added +3.2k	+3,188 6.2%
45	HOME DEPOT INC COM HD	HD	44,365	$15.3m0.52%	0.52%	Added +341	+341 0.8%
46	DIGITAL RLTY TR INC COM DLR	DLR	98,467	$15.2m0.52%	0.52%	Reduced -4.4k	-4,362 -4.2%
47	ALPHABET INC CAP STK CL C GOOG	GOOG	47,839	$15.0m0.51%	0.51%	Reduced -345	-345 -0.7%
48	TEXAS INSTRS INC COM TXN	TXN	84,347	$14.6m0.50%	0.50%	Reduced -2.2k	-2,199 -2.5%
49	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	53,828	$14.4m0.49%	0.49%	New
50	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	21,196	$13.0m0.45%	0.45%	Reduced -1.0k	-1,033 -4.7%
51	ABBVIE INC COM ABBV	ABBV	55,654	$12.7m0.44%	0.44%	Added +8.9k	+8,913 19.1%
52	QUEST DIAGNOSTICS INC COM DGX	DGX	69,931	$12.1m0.42%	0.42%	Reduced -1.3k	-1,259 -1.8%
53	UNION PAC CORP COM UNP	UNP	44,973	$10.4m0.36%	0.36%	Reduced -478	-478 -1.1%
54	METLIFE INC COM MET	MET	129,114	$10.2m0.35%	0.35%	Reduced -3.7k	-3,744 -2.8%
55	AMERICAN TOWER CORP NEW COM AMT	AMT	55,307	$9.7m0.33%	0.33%	Reduced -182.3k	-182,284 -76.7%
56	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	15,183	$9.5m0.33%	0.33%	Reduced -85	-85 -0.6%
57	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	39,650	$8.7m0.30%	0.30%	Reduced -1.9k	-1,899 -4.6%
58	MERCK & CO INC COM MRK	MRK	64,947	$6.8m0.23%	0.23%	Reduced -186	-186 -0.3%
59	RELIANCE INC COM RS	RS	22,021	$6.4m0.22%	0.22%	Reduced -2.7k	-2,746 -11.1%
60	WALMART INC COM WMT	WMT	53,082	$5.9m0.20%	0.20%	Added +911	+911 1.8%
61	APPLIED MATLS INC COM AMAT	AMAT	19,354	$5.0m0.17%	0.17%	Reduced -276	-276 -1.4%
62	EXXON MOBIL CORP COM XOM	XOM	39,685	$4.8m0.16%	0.16%	Reduced -90	-90 -0.2%
63	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,760	$4.6m0.16%	0.16%	Reduced -363	-363 -5.1%
64	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	164,993	$4.5m0.15%	0.15%	Added +3.1k	+3,101 1.9%
65	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	26,816	$4.3m0.15%	0.15%	Reduced -128	-128 -0.5%
66	AMGEN INC COM AMGN	AMGN	12,659	$4.1m0.14%	0.14%	Reduced -3.3k	-3,270 -20.5%
67	VANGUARD INDEX FDS SMALL CP ETF VB	VB	15,607	$4.0m0.14%	0.14%	Added +1.3k	+1,252 8.7%
68	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	9,626	$4.0m0.14%	0.14%	Reduced -496	-496 -4.9%
69	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	48,915	$3.9m0.13%	0.13%	Reduced -1.6k	-1,647 -3.3%
70	WELLS FARGO CO NEW COM WFC	WFC	40,807	$3.8m0.13%	0.13%	Reduced -204	-204 -0.5%
71	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	90,132	$3.6m0.12%	0.12%	Reduced -8.1k	-8,065 -8.2%
72	KLA CORP COM NEW KLAC	KLAC	2,725	$3.3m0.11%	0.11%	Added +6	+6 0.2%
73	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	23,242	$3.3m0.11%	0.11%	Reduced -2.1k	-2,101 -8.3%
74	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	21,661	$3.1m0.11%	0.11%	Reduced -275	-275 -1.2%
75	QUALCOMM INC COM QCOM	QCOM	18,032	$3.1m0.11%	0.11%	Reduced -268	-268 -1.5%
76	BANK AMERICA CORP COM BAC	BAC	53,339	$2.9m0.10%	0.10%	Added +728	+728 1.4%
77	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,797	$2.9m0.10%	0.10%	Reduced -479	-479 -4.7%
78	ISHARES TR CORE S&P500 ETF IVV	IVV	4,197	$2.9m0.10%	0.10%	Added +567	+567 15.6%
79	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,305	$2.8m0.10%	0.10%	Added +332	+332 4.2%
80	RTX CORPORATION COM RTX	RTX	14,720	$2.7m0.09%	0.09%	Added +50	+50 0.3%
81	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	32,090	$2.4m0.08%	0.08%	Reduced -2.6k	-2,572 -7.4%
82	ISHARES TR RUS 1000 ETF IWB	IWB	6,324	$2.4m0.08%	0.08%	Reduced -212	-212 -3.2%
83	SCHWAB CHARLES CORP COM SCHW	SCHW	22,740	$2.3m0.08%	0.08%	Reduced -3.0k	-2,961 -11.5%
84	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	44,410	$2.3m0.08%	0.08%	Reduced -3.2k	-3,182 -6.7%
85	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	13,278	$2.1m0.07%	0.07%	Added +10.3k	+10,262 340.2%
86	ISHARES TR S&P 500 GRWT ETF IVW	IVW	16,305	$2.0m0.07%	0.07%	Added +686	+686 4.4%
87	VANGUARD INDEX FDS VALUE ETF VTV	VTV	9,954	$1.9m0.07%	0.07%	Reduced -176	-176 -1.7%
88	STARBUCKS CORP COM SBUX	SBUX	22,496	$1.9m0.06%	0.06%	Reduced -1.0k	-1,002 -4.3%
89	MASTERCARD INCORPORATED CL A MA	MA	3,198	$1.8m0.06%	0.06%	Reduced -164	-164 -4.9%
90	LAM RESEARCH CORP COM NEW LRCX	LRCX	10,356	$1.8m0.06%	0.06%	Added +444	+444 4.5%
91	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,186	$1.6m0.05%	0.05%	Added +46	+46 1.5%
92	MERCADOLIBRE INC COM MELI	MELI	768	$1.5m0.05%	0.05%	Reduced -13	-13 -1.7%
93	ISHARES TR CORE US AGGBD ET AGG	AGG	14,918	$1.5m0.05%	0.05%	Added +450	+450 3.1%
94	ALTRIA GROUP INC COM MO	MO	25,568	$1.5m0.05%	0.05%	Reduced -62	-62 -0.2%
95	PROCTER AND GAMBLE CO COM PG	PG	10,267	$1.5m0.05%	0.05%	Reduced -269	-269 -2.5%
96	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	16,701	$1.4m0.05%	0.05%	Added +650	+650 4.0%
97	NUVEEN ARIZONA QLTY MUN INC COM NAZ	NAZ	119,300	$1.4m0.05%	0.05%	Added +524	+524 0.4%
98	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	12,441	$1.4m0.05%	0.05%	Reduced -8.0k	-8,041 -39.3%
99	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	9,639	$1.4m0.05%	0.05%	Added +1.9k	+1,919 24.9%
100	VANGUARD INDEX FDS MID CAP ETF VO	VO	4,727	$1.4m0.05%	0.05%	Added +107	+107 2.3%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
UNILEVER PLC		276,342	$16.4m276.3k shares
ZOETIS INC ZTS	ZTS	25,558	$3.7m25.6k shares
PINTEREST INC PINS	PINS	55,490	$1.8m55.5k shares
SHERWIN WILLIAMS CO SHW	SHW	1,505	$521.1k1.5k shares
NNN REIT INC NNN	NNN	8,375	$356.5k8.4k shares
VANGUARD INTL EQUITY INDEX F VSS	VSS	2,244	$319.9k2.2k shares
FLAHERTY & CRUMRINE PFD SECS XFFCX	XFFCX	18,076	$305.3k18.1k shares
TORM PLC TRMD	TRMD	13,995	$288.6k14.0k shares
GRAYSCALE ETHEREUM MINI TR E ETH	ETH	6,942	$272.0k6.9k shares
PAYPAL HLDGS INC PYPL	PYPL	3,989	$267.5k4.0k shares
SPDR SER TR SPIB	SPIB	7,069	$239.6k7.1k shares
COHEN & STEERS SELECT PFD & PSF	PSF	11,448	$237.9k11.4k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	755	$221.7k755 shares
LIVE NATION ENTERTAINMENT IN LYV	LYV	1,350	$220.6k1.4k shares
MONDELEZ INTL INC MDLZ	MDLZ	3,470	$216.8k3.5k shares
THE TRADE DESK INC TTD	TTD	4,400	$215.6k4.4k shares
EMCOR GROUP INC EME	EME	330	$214.2k330 shares
LULULEMON ATHLETICA INC LULU	LULU	1,179	$209.8k1.2k shares
SCHWAB STRATEGIC TR SCHM	SCHM	7,029	$208.3k7.0k shares
MARATHON PETE CORP MPC	MPC	1,079	$208.0k1.1k shares
IDACORP INC IDA	IDA	1,532	$202.5k1.5k shares
BRAND ENGAGEMENT NETWORK INC		20,000	$5.9k20.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Call	NVDA	Call	100	$7.0k100 shares	Unchanged