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 Market Cap. of $200 Billions or more
