Aletheian Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Aletheian Wealth Advisors Llc disclosed 109 stock positions valued at approximately $234.16M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD BD INDEX FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 109
- Portfolio Value
- $234.16M
Holdings by Sector
Aletheian Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 11.63% | 165,712 | +4,376 | +2.71% | $27,221,506 |
| VANGUARD BD INDEX FDS | BND | Other | 11.14% | 355,334 | +15,408 | +4.53% | $26,085,032 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.52% | 345,857 | +20,368 | +6.26% | $24,642,299 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.28% | 206,915 | +1,650 | +0.80% | $10,020,878 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.18% | 164,003 | -2,002 | -1.21% | $9,789,344 |
| ISHARES TR | IVV | Other | 3.50% | 10,932 | -21 | -0.19% | $8,187,203 |
| INVESCO EXCHANGE TRADED FD T | PSP | Other | 3.48% | 146,352 | +14,773 | +11.23% | $8,151,812 |
| VANGUARD INDEX FDS | VNQ | Other | 2.97% | 72,104 | +7,341 | +11.34% | $6,953,030 |
| ISHARES TR | MUB | Other | 2.69% | 58,503 | +1,186 | +2.07% | $6,296,093 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.14% | 32,550 | +234 | +0.72% | $5,022,110 |
| ISHARES TR | IAGG | Other | 2.13% | 98,770 | +6,345 | +6.87% | $4,997,749 |
| APPLE INC | AAPL | Technology | 2.12% | 17,119 | +1,751 | +11.39% | $4,953,554 |
| NVIDIA CORPORATION | NVDA | Technology | 2.07% | 24,252 | +2,626 | +12.14% | $4,852,583 |
| SPDR SERIES TRUST | CWB | Other | 1.53% | 33,296 | +2,919 | +9.61% | $3,590,003 |
| ISHARES TR | IEFA | Other | 1.50% | 36,347 | -651 | -1.76% | $3,510,393 |
| ISHARES TR | PFF | Other | 1.46% | 111,820 | +11,448 | +11.41% | $3,409,381 |
| MICROSOFT CORP | MSFT | Technology | 1.41% | 8,870 | +1,039 | +13.27% | $3,308,709 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 1.31% | 68,569 | +8,317 | +13.80% | $3,075,302 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.30% | 39,118 | +1,009 | +2.65% | $3,047,683 |
| ISHARES TR | AGG | Other | 1.16% | 27,449 | -1,339 | -4.65% | $2,716,899 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.02% | 90,263 | +1,018 | +1.14% | $2,391,977 |
| SPDR SERIES TRUST | FLRN | Other | 1.01% | 77,013 | +1,333 | +1.76% | $2,375,839 |
| ALPHABET INC | GOOGL | Communication Services | 0.98% | 6,417 | +557 | +9.51% | $2,293,243 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.95% | 9,380 | +673 | +7.73% | $2,235,725 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.85% | 125,902 | -1,834 | -1.44% | $1,999,319 |
| BROADCOM INC | AVGO | Technology | 0.84% | 5,200 | +510 | +10.87% | $1,964,300 |
| ISHARES U S ETF TR | COMT | Other | 0.81% | 62,373 | +684 | +1.11% | $1,894,268 |
| ALPHABET INC | GOOG | Communication Services | 0.81% | 5,338 | +525 | +10.91% | $1,886,076 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.77% | 87,962 | +3,253 | +3.84% | $1,791,788 |
| ISHARES INC | IEMG | Other | 0.73% | 20,664 | -197 | -0.94% | $1,711,834 |
Showing 30 of 109 holdings in the latest reporting period.