Aletheian Wealth Advisors Q2 2026 Portfolio Activity: Strategic Increases in Core Holdings
Aletheian Wealth Advisors increased allocations across several core holdings including VEA, BND and PSP during Q2 2026. The firm also added new positions like LYG and SAN while maintaining its focus on broad-based index funds.
As of June 30th, 2026, Aletheian Wealth Advisors LLC has demonstrated continued strategic activity in its portfolio, reinforcing its focus on core holdings and international exposure. The firm's overall portfolio value stands at $234 million.
Significant Increases This Quarter
Aletheian Wealth Advisors significantly boosted several key positions during the second quarter:
- VEA (Vanguard Tax-Managed Fund) saw a substantial increase of 6.26% in its allocation, driven by adding approximately 203,685 shares.
- Aletheian Wealth Advisors' largest holding, BND (Vanguard Balanced Fund), increased by 4.53% in allocation and gained shares.
- PSP (Invesco Exchange Traded Fund Trust) experienced a notable increase of about 11.23%, adding over 14,000 shares.
New Positions and Smaller Increases
Besides strengthening existing core holdings, the firm also added new positions or made smaller increases to other assets:
- LYG (Lloyds Banking Group) was newly acquired by Aletheian Wealth Advisors, representing a very small allocation of just 0.03%.
- SAN (Banco Santander SA), another Financial Services stock, was also newly added to the portfolio with an allocation increase of approximately 0.06%.
- Several other holdings saw smaller increases or were maintained at their current weight percentages for this quarter.
Maintaining Portfolio Focus
The data suggests that Aletheian Wealth Advisors continues to prioritize broad-based index funds and ETFs as core components of its strategy. Holdings like ITOT (iShares Core Total U.S. Stock Market ETF), VNQ (Vanguard REIT Index Fund), and others remain significant parts of the portfolio, though their allocation percentages didn't change notably this quarter.
No Disclosures for Certain Activities
It's important to note that no sales or reductions in these specific holdings were disclosed during this period according to the available data. However, the firm has historically engaged in buying and selling activities as indicated by previous filings.