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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$466M
$146,000 0.08% of portfolio
109,200
Q2 2025 Added 23.15%
$158B
$88,000 0.05% of portfolio
10,642
Q2 2025 Reduced 11.57%
$76.4B
$55,000 0.03% of portfolio
13,040
Q2 2025 Reduced 1.93%

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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