Aletheian Wealth Advisors LLC Portfolio Holdings

Aletheian Wealth Advisors LLC

  • $206 Million
  • Q3 2025

Aletheian Wealth Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $206 Million distributed in 101 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 $26.1M, Vanguard Bd Index Fd Inc Total with a value of $22.3M, Vanguard Ftse Developed Market with a value of $21.6M, Vanguard Total International B with a value of $9.79M, and Vanguard Ftse Emerging Mkts Et with a value of $9.13M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $195M to 206M.

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

Portfolio value $206 Million
ETFs: $165 Million
Technology: $20.7 Million
Communication Services: $4.94 Million
Financial Services: $4.63 Million
Consumer Cyclical: $4.17 Million
Healthcare: $2.3 Million
Consumer Defensive: $2.03 Million
Energy: $1.06 Million
Other: $1.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.1 Million 12.67% of portfolio
179,143
Q3 2025 Reduced 0.97%
$0
$22.3 Million 10.81% of portfolio
299,241
Q3 2025 Reduced 0.18%
$0
$21.6 Million 10.5% of portfolio
360,830
Q3 2025 Reduced 0.43%
$0
$9.79 Million 4.75% of portfolio
197,956
Q3 2025 Reduced 1.47%
$0
$9.13 Million 4.43% of portfolio
168,551
Q3 2025 Added 1.03%
$0
$8.02 Million 3.9% of portfolio
11,986
Q3 2025 Reduced 0.19%
$0
$6.11 Million 2.97% of portfolio
66,807
Q3 2025 Added 3.98%
$0
$5.5 Million 2.67% of portfolio
51,663
Q3 2025 Added 8.17%
$0
$4.72 Million 2.29% of portfolio
33,085
Q3 2025 Added 1.38%
$3.78T
$4.57 Million 2.22% of portfolio
8,822
Q3 2025 Reduced 1.4%
$4.3T
$4.54 Million 2.2% of portfolio
17,822
Q3 2025 Reduced 1.41%
$465B
$4.41 Million 2.14% of portfolio
23,650
Q3 2025 Reduced 3.68%
$0
$4.35 Million 2.11% of portfolio
84,914
Q3 2025 Added 24.42%
$0
$3.32 Million 1.61% of portfolio
104,917
Q3 2025 Added 4.71%
$0
$3.28 Million 1.59% of portfolio
37,548
Q2 2025 Reduced 1.03%
$0
$3.25 Million 1.58% of portfolio
32,426
Q2 2025 Reduced 0.48%
$0
$2.98 Million 1.45% of portfolio
62,352
Q3 2025 Added 1.06%
$0
$2.77 Million 1.34% of portfolio
35,073
Q3 2025 Added 0.24%
$40.3B
$2.69 Million 1.31% of portfolio
7,978
Q3 2025 Reduced 0.34%
$0
$2.25 Million 1.09% of portfolio
83,397
Q3 2025 Added 6.27%
$0
$2.13 Million 1.03% of portfolio
69,063
Q3 2025 Added 7.8%
$2.39T
$2.09 Million 1.02% of portfolio
9,531
Q3 2025 Reduced 1.12%
$139B
$1.71 Million 0.83% of portfolio
5,185
Q3 2025 Reduced 3.19%
$0
$1.68 Million 0.81% of portfolio
80,077
Q3 2025 Added 7.24%
$0
$1.68 Million 0.81% of portfolio
124,867
Q3 2025 Added 2.61%
$0
$1.65 Million 0.8% of portfolio
61,275
Q3 2025 Added 2.95%
$1.65T
$1.53 Million 0.74% of portfolio
6,304
Q3 2025 Reduced 2.17%
$1.37T
$1.53 Million 0.74% of portfolio
2,087
Q3 2025 Reduced 2.25%
$0
$1.47 Million 0.72% of portfolio
29,448
Q3 2025 Reduced 13.57%
$0
$1.38 Million 0.67% of portfolio
4,198
Q3 2025 Reduced 0.02%
$0
$1.37 Million 0.67% of portfolio
14,432
Q3 2025 Added 6.49%
$1.29T
$1.36 Million 0.66% of portfolio
3,058
Q3 2025 Reduced 1.13%
$1.74T
$1.27 Million 0.62% of portfolio
5,204
Q3 2025 Reduced 2.58%
$0
$1.18 Million 0.57% of portfolio
6,651
Q3 2025 Reduced 0.46%
$0
$1.13 Million 0.55% of portfolio
20,979
Q3 2025 Reduced 1.77%
$0
$1.14 Million 0.55% of portfolio
11,612
Q3 2025 Added 0.68%
$0
$1.11 Million 0.54% of portfolio
21,571
Q3 2025 Reduced 1.98%
$0
$1.08 Million 0.52% of portfolio
14,055
Q3 2025 Reduced 2.4%
$881B
$944,000 0.46% of portfolio
2,994
Q3 2025 Reduced 1.93%
$0
$857,000 0.42% of portfolio
30,823
Q3 2025 Reduced 0.71%
$0
$853,000 0.41% of portfolio
39,568
Q3 2025 Reduced 2.51%
$0
$849,000 0.41% of portfolio
36,179
Q3 2025 Reduced -0.0%
$0
$837,000 0.41% of portfolio
7,841
Q3 2025 Reduced 1.02%
$0
$838,000 0.41% of portfolio
19,604
Q3 2024 Reduced 33.15%
$662B
$830,000 0.4% of portfolio
1,652
Q3 2025 Reduced 1.43%
$971B
$770,000 0.37% of portfolio
1,010
Q3 2025 Reduced 0.98%
$0
$694,000 0.34% of portfolio
6,944
Q3 2025 Reduced 1.62%
$0
$664,000 0.32% of portfolio
25,862
Q3 2025 Added 0.01%
$0
$642,000 0.31% of portfolio
55,348
Q3 2025 Added 0.48%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $206 Million
  • Prior Value $195 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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