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 Market Cap. of $2 Billions to $10 Billions

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

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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