Aletheian Wealth Advisors LLC Portfolio Holdings

Aletheian Wealth Advisors LLC

  • $170 Million
  • Q1 2025

Aletheian Wealth Advisors LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $21.3M, Ishares Core S&P Total U.S. St with a value of $19.7M, Vanguard Ftse Developed Market with a value of $17.8M, Vanguard Total International B with a value of $9.28M, and Vanguard Ftse Emerging Mkts Et with a value of $6.97M.

Examining the 13F form we can see an increase of $8.47M in the current position value, from $162M to 170M.

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

Portfolio value $170 Million
ETFs: $139 Million
Technology: $13.9 Million
Communication Services: $3.92 Million
Financial Services: $3.75 Million
Consumer Cyclical: $3.27 Million
Healthcare: $2.75 Million
Consumer Defensive: $2.12 Million
Energy: $1.01 Million
Other: $792,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $170 Million
  • Prior Value $162 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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