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 Market Cap. of $200 Billions or more
