Aletheian Wealth Advisors LLC Portfolio Holdings

Aletheian Wealth Advisors LLC

  • $195 Million
  • Q2 2025

Aletheian Wealth Advisors LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $195 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $24.4M, Vanguard Bd Index Fd Inc Total with a value of $22.1M, Vanguard Ftse Developed Market with a value of $20.7M, Vanguard Total International B with a value of $9.95M, and Vanguard Ftse Emerging Mkts Et with a value of $8.25M.

Examining the 13F form we can see an increase of $24.2M in the current position value, from $170M to 195M.

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

Portfolio value $195 Million
ETFs: $157 Million
Technology: $19.1 Million
Communication Services: $4.33 Million
Financial Services: $4.27 Million
Consumer Cyclical: $3.99 Million
Consumer Defensive: $2.12 Million
Healthcare: $1.94 Million
Energy: $985,000
Other: $975,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.4 Million 12.56% of portfolio
180,899
Q2 2025 Added 11.5%
$0
$22.1 Million 11.34% of portfolio
299,776
Q2 2025 Added 3.18%
$0
$20.7 Million 10.62% of portfolio
362,391
Q2 2025 Added 4.2%
$0
$9.95 Million 5.11% of portfolio
200,915
Q2 2025 Added 5.72%
$0
$8.25 Million 4.24% of portfolio
166,827
Q2 2025 Added 8.39%
$0
$7.46 Million 3.83% of portfolio
12,009
Q2 2025 Reduced 0.16%
$0
$5.72 Million 2.94% of portfolio
64,249
Q2 2025 Added 8.19%
$0
$4.99 Million 2.56% of portfolio
47,761
Q2 2025 Added 43.39%
$3.95T
$4.45 Million 2.29% of portfolio
8,947
Q2 2025 Reduced 4.61%
$0
$4.39 Million 2.25% of portfolio
32,634
Q2 2025 Added 8.37%
$456B
$3.88 Million 1.99% of portfolio
24,553
Q2 2025 Reduced 5.16%
$3.69T
$3.71 Million 1.91% of portfolio
18,076
Q2 2025 Reduced 4.14%
$0
$3.49 Million 1.79% of portfolio
68,246
Q2 2025 Added 29.66%
$0
$3.22 Million 1.65% of portfolio
32,426
Q2 2025 Reduced 0.48%
$0
$3.13 Million 1.61% of portfolio
37,548
Q2 2025 Reduced 1.03%
$0
$3.07 Million 1.58% of portfolio
100,195
Q2 2025 Added 7.25%
$45.7B
$2.81 Million 1.44% of portfolio
8,005
Q2 2025 Added 10.64%
$0
$2.75 Million 1.41% of portfolio
34,990
Q2 2025 Added 2.74%
$0
$2.75 Million 1.41% of portfolio
33,312
Q2 2025 Added 9.13%
$2.26T
$2.11 Million 1.09% of portfolio
9,639
Q2 2025 Added 6.7%
$0
$2.09 Million 1.08% of portfolio
78,473
Q2 2025 Added 11.82%
$0
$1.98 Million 1.02% of portfolio
64,064
Q2 2025 Added 10.15%
$0
$1.67 Million 0.86% of portfolio
34,071
Q1 2025 Reduced 2.59%
$1.78T
$1.58 Million 0.81% of portfolio
2,135
Q2 2025 Reduced 2.29%
$0
$1.59 Million 0.81% of portfolio
121,688
Q2 2025 Reduced 8.35%
$0
$1.56 Million 0.8% of portfolio
74,672
Q2 2025 Added 14.81%
$0
$1.54 Million 0.79% of portfolio
59,518
Q2 2025 Added 30.51%
$127B
$1.48 Million 0.76% of portfolio
5,356
Q2 2025 Reduced 1.51%
$0
$1.28 Million 0.66% of portfolio
4,199
Q2 2025 Added 0.65%
$0
$1.26 Million 0.65% of portfolio
13,552
Q2 2025 Added 6.52%
$0
$1.15 Million 0.59% of portfolio
21,356
Q2 2025 Reduced 0.35%
$0
$1.12 Million 0.58% of portfolio
11,533
Q2 2025 Added 7.76%
$0
$1.12 Million 0.58% of portfolio
22,007
Q2 2025 Added 2.18%
$1.21T
$1.14 Million 0.58% of portfolio
6,444
Q2 2025 Reduced 2.7%
$0
$1.05 Million 0.54% of portfolio
14,401
Q2 2025 Reduced 0.02%
$0
$1.05 Million 0.54% of portfolio
6,682
Q2 2025 Added 11.05%
$1.08T
$982,000 0.5% of portfolio
3,093
Q2 2025 Reduced 7.23%
$1.24T
$947,000 0.49% of portfolio
5,342
Q2 2025 Added 2.22%
$859B
$885,000 0.45% of portfolio
3,053
Q2 2025 Reduced 4.11%
$0
$850,000 0.44% of portfolio
31,043
Q1 2025 Added 3.41%
$0
$858,000 0.44% of portfolio
40,588
Q2 2025 Added 2.8%
$0
$842,000 0.43% of portfolio
7,922
Q2 2025 Added 0.76%
$0
$837,000 0.43% of portfolio
36,180
Q2 2025 Reduced 0.01%
$621B
$814,000 0.42% of portfolio
1,676
Q2 2025 Reduced 4.23%
$0
$793,000 0.41% of portfolio
19,604
Q3 2024 Reduced 33.15%
$608B
$795,000 0.41% of portfolio
1,020
Q2 2025 Reduced 9.01%
$0
$635,000 0.33% of portfolio
7,058
Q2 2025 Added 1.32%
$551B
$624,000 0.32% of portfolio
1,758
Q2 2025 Reduced 4.25%
$0
$616,000 0.32% of portfolio
25,860
Q2 2025 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $195 Million
  • Prior Value $170 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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