Aletheian Wealth Advisors LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $177 Million distributed in 83 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 $19.4M, Vanguard Bd Index Fd Inc Total with a value of $16.8M, Vanguard Ftse Developed Market with a value of $15.2M, Ishares Core S&P 500 ETF with a value of $9.19M, and Vanguard Total International B with a value of $8.29M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $145M to 177M.

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

Portfolio value $177 Million
ETFs: $126 Million
Technology: $23.3 Million
Communication Services: $6.93 Million
Consumer Cyclical: $5.67 Million
Financial Services: $5.35 Million
Healthcare: $3.56 Million
Consumer Defensive: $2.85 Million
Energy: $1.99 Million
Other: $1.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 83
  • Current Value $177 Million
  • Prior Value $145 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.


Stay updated on Aletheian Wealth Advisors LLC with notifications on news.