Aletheian Wealth Advisors LLC Portfolio Holdings

Aletheian Wealth Advisors LLC

  • $170 Million
  • Q1 2025

Aletheian Wealth Advisors LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $21.3M, Ishares Core S&P Total U.S. St with a value of $19.7M, Vanguard Ftse Developed Market with a value of $17.8M, Vanguard Total International B with a value of $9.28M, and Vanguard Ftse Emerging Mkts Et with a value of $6.97M.

Examining the 13F form we can see an increase of $8.47M in the current position value, from $162M to 170M.

Below you can find more details about Aletheian Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $139 Million
Technology: $13.9 Million
Communication Services: $3.92 Million
Financial Services: $3.75 Million
Consumer Cyclical: $3.27 Million
Healthcare: $2.75 Million
Consumer Defensive: $2.12 Million
Energy: $1.01 Million
Other: $792,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.3 Million 12.51% of portfolio
290,529
Q1 2025 Added 8.16%
$0
$19.7 Million 11.56% of portfolio
162,247
Q1 2025 Reduced 8.01%
$0
$17.8 Million 10.46% of portfolio
347,796
Q1 2025 Added 4.07%
$0
$9.28 Million 5.45% of portfolio
190,053
Q1 2025 Added 2.63%
$0
$6.97 Million 4.09% of portfolio
153,907
Q1 2025 Reduced 0.05%
$0
$6.71 Million 3.94% of portfolio
12,028
Q1 2025 Reduced 0.52%
$0
$5.33 Million 3.13% of portfolio
59,386
Q1 2025 Added 6.27%
$3.57T
$4.19 Million 2.46% of portfolio
18,856
Q1 2025 Added 20.81%
$2.8T
$3.52 Million 2.07% of portfolio
9,379
Q1 2025 Added 13.49%
$0
$3.51 Million 2.06% of portfolio
30,114
Q1 2025 Added 8.44%
$0
$3.5 Million 2.06% of portfolio
33,308
Q1 2025 Added 13.9%
$0
$3.22 Million 1.89% of portfolio
32,582
Q1 2025 Reduced 0.85%
$0
$2.9 Million 1.7% of portfolio
37,938
Q1 2025 Reduced 0.51%
$0
$2.88 Million 1.69% of portfolio
93,419
Q1 2025 Added 8.45%
$270B
$2.81 Million 1.65% of portfolio
25,889
Q1 2025 Added 8.95%
$0
$2.66 Million 1.56% of portfolio
34,056
Q1 2025 Added 6.05%
$0
$2.35 Million 1.38% of portfolio
30,525
Q1 2025 Added 1.24%
$0
$2.28 Million 1.34% of portfolio
56,061
Q1 2025 Added 11.84%
$0
$1.88 Million 1.1% of portfolio
70,181
Q1 2025 Added 3.96%
$0
$1.79 Million 1.05% of portfolio
132,773
Q1 2025 Added 3.11%
$0
$1.79 Million 1.05% of portfolio
58,161
Q1 2025 Added 6.01%
$1.94T
$1.72 Million 1.01% of portfolio
9,034
Q1 2025 Added 11.95%
$0
$1.69 Million 0.99% of portfolio
34,071
Q1 2025 Reduced 2.59%
$0
$1.35 Million 0.79% of portfolio
65,041
Q1 2025 Added 1.88%
$1.3T
$1.26 Million 0.74% of portfolio
2,185
Q1 2025 Added 5.4%
$24.4B
$1.25 Million 0.73% of portfolio
7,235
Q1 2025 Reduced 0.56%
$0
$1.19 Million 0.7% of portfolio
45,604
Q1 2025 Added 16.75%
$0
$1.15 Million 0.68% of portfolio
12,723
Q1 2025 Added 6.09%
$0
$1.15 Million 0.67% of portfolio
21,432
Q1 2025 Reduced 1.01%
$0
$1.14 Million 0.67% of portfolio
4,172
Q1 2025 Added 3.19%
$0
$1.1 Million 0.64% of portfolio
21,537
Q1 2025 Added 5.11%
$0
$1.02 Million 0.6% of portfolio
10,702
Q1 2025 Added 2.34%
$922B
$1.02 Million 0.6% of portfolio
6,623
Q1 2025 Added 12.25%
$0
$926,000 0.54% of portfolio
14,404
Q1 2025 Reduced 0.41%
$785B
$925,000 0.54% of portfolio
1,121
Q1 2025 Added 14.04%
$683B
$918,000 0.54% of portfolio
1,750
Q1 2025 Added 5.17%
$67.8B
$910,000 0.53% of portfolio
5,438
Q1 2025 Added 14.65%
$0
$909,000 0.53% of portfolio
6,017
Q1 2025 Reduced 6.77%
$818B
$864,000 0.51% of portfolio
3,334
Q1 2025 Added 34.98%
$0
$829,000 0.49% of portfolio
7,862
Q1 2025 Added 12.46%
$0
$841,000 0.49% of portfolio
39,484
Q1 2025 Reduced 1.34%
$0
$836,000 0.49% of portfolio
36,184
Q1 2025 Added 0.0%
$951B
$816,000 0.48% of portfolio
5,226
Q1 2025 Reduced 0.23%
$720B
$781,000 0.46% of portfolio
3,184
Q1 2025 Added 10.98%
$0
$762,000 0.45% of portfolio
31,043
Q1 2025 Added 3.41%
$0
$720,000 0.42% of portfolio
19,604
Q3 2024 Reduced 33.15%
$573B
$643,000 0.38% of portfolio
1,836
Q1 2025 Added 18.91%
$0
$584,000 0.34% of portfolio
6,966
Q1 2025 Added 18.87%
$0
$557,000 0.33% of portfolio
10,107
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $170 Million
  • Prior Value $162 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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