Aletheian Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Aletheian Wealth Advisors Llc disclosed 113 stock positions valued at approximately $249.06M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, VANGUARD BD INDEX FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 113
- Portfolio Value
- $249.06M
Holdings by Sector
Aletheian Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 11.76% | 176,143 | +10,431 | +6.29% | $29,288,976 |
| VANGUARD BD INDEX FDS | BND | Other | 11.29% | 400,937 | +45,603 | +12.83% | $28,125,736 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.21% | 360,296 | +14,439 | +4.17% | $25,440,476 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.05% | 170,057 | +6,054 | +3.69% | $10,086,104 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.01% | 213,144 | +6,229 | +3.01% | $9,990,045 |
| INVESCO EXCHANGE TRADED FD T | PSP | Other | 3.45% | 152,432 | +6,080 | +4.15% | $8,580,385 |
| ISHARES TR | IVV | Other | 3.32% | 10,785 | -147 | -1.34% | $8,260,038 |
| ISHARES TR | MUB | Other | 2.89% | 71,209 | +12,706 | +21.72% | $7,199,230 |
| VANGUARD INDEX FDS | VNQ | Other | 2.75% | 76,372 | +4,268 | +5.92% | $6,845,241 |
| ISHARES TR | IAGG | Other | 2.36% | 119,293 | +20,523 | +20.78% | $5,869,203 |
| NVIDIA CORPORATION | NVDA | Technology | 2.36% | 25,688 | +1,436 | +5.92% | $5,866,625 |
| APPLE INC | AAPL | Technology | 2.31% | 17,243 | +124 | +0.72% | $5,742,264 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.08% | 33,327 | +777 | +2.39% | $5,173,955 |
| MICROSOFT CORP | MSFT | Technology | 1.84% | 8,937 | +67 | +0.76% | $4,583,817 |
| ISHARES TR | IEFA | Other | 1.50% | 38,674 | +2,327 | +6.40% | $3,746,737 |
| ISHARES TR | PFF | Other | 1.46% | 123,636 | +11,816 | +10.57% | $3,647,271 |
| SPDR SERIES TRUST | CWB | Other | 1.45% | 35,612 | +2,316 | +6.96% | $3,603,183 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.35% | 43,849 | +4,731 | +12.09% | $3,350,034 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 1.27% | 74,568 | +5,999 | +8.75% | $3,170,614 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.05% | 104,491 | +14,228 | +15.76% | $2,625,846 |
| ISHARES TR | AGG | Other | 1.05% | 27,694 | +245 | +0.89% | $2,618,188 |
| SPDR SERIES TRUST | FLRN | Other | 1.04% | 84,323 | +7,310 | +9.49% | $2,600,523 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.03% | 10,335 | +955 | +10.18% | $2,574,965 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 1.00% | 129,578 | +3,676 | +2.92% | $2,500,850 |
| ISHARES U S ETF TR | COMT | Other | 0.94% | 63,181 | +808 | +1.30% | $2,328,852 |
| ALPHABET INC | GOOGL | Communication Services | 0.90% | 6,486 | +69 | +1.08% | $2,231,703 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.83% | 100,586 | +12,624 | +14.35% | $2,054,980 |
| ALPHABET INC | GOOG | Communication Services | 0.81% | 5,908 | +570 | +10.68% | $2,013,092 |
| BROADCOM INC | AVGO | Technology | 0.79% | 5,608 | +408 | +7.85% | $1,969,474 |
| META PLATFORMS INC | META | Communication Services | 0.70% | 2,405 | +270 | +12.65% | $1,744,058 |
Showing 30 of 113 holdings in the latest reporting period.