Aletheian Wealth Advisors
$234M 13F equity value
111 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Aletheian Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES TR | 165,712 | $27M | 11.6% |
| BND | VANGUARD BD INDEX FDS | 355,334 | $26M | 11.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 345,857 | $25M | 10.5% |
| BNDX | VANGUARD CHARLOTTE FDS | 206,915 | $10M | 4.3% |
| VWO | VANGUARD INTL EQUITY INDEX F | 164,003 | $10M | 4.2% |
| IVV | ISHARES TR | 10,932 | $8M | 3.5% |
| PSP | INVESCO EXCHANGE TRADED FD T | 146,352 | $8M | 3.5% |
| VNQ | VANGUARD INDEX FDS | 72,104 | $7M | 3.0% |
| MUB | ISHARES TR | 58,503 | $6M | 2.7% |
| VSS | VANGUARD INTL EQUITY INDEX F | 32,550 | $5M | 2.1% |
Track Aletheian Wealth Advisors's 13F portfolio: $234M in reported holdings, 111 positions. Top holdings and quarterly changes on SentiSense.
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