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Latest Aletheian Wealth Advisors LLC Stock Portfolio

About Aletheian Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Aletheian Wealth Advisors LLC reported an equity portfolio of $205.2 Millions as of 31 Mar, 2026.

The top stock holdings of Aletheian Wealth Advisors LLC are BIV, IJR, VEA. The fund has invested 12.2% of it's portfolio in VANGUARD BD INDEX FDS and 11.2% of portfolio in ISHARES TR.

Aletheian Wealth Advisors LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES TR (IJR) and VANGUARD TAX-MANAGED FDS (VEA).

Aletheian Wealth Advisors LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
vanguard bd index fds25,032,100
ishares tr22,979,100
vanguard tax-managed fds20,857,400
vanguard charlotte fds9,863,000
vanguard intl equity index f8,972,560
invesco exchange traded fd t7,436,860
ishares tr7,154,900
ishares tr6,084,200
New stocks bought by Aletheian Wealth Advisors LLC

Additions

No additions were made to existing positions by Aletheian Wealth Advisors LLC

Reductions

None of the existing positions were reduced by Aletheian Wealth Advisors LLC

Sold off

None of the stocks were completely sold off by Aletheian Wealth Advisors LLC

Sector Distribution

Sector%
Others83.7
Technology7.2
Communication Services2.2
Financial Services1.8
Consumer Cyclical1.7

Market Cap. Distribution

Category%
UNALLOCATED83.7
MEGA-CAP15.1
LARGE-CAP1.2

Stocks belong to which Index?

Index%
Others84.3
S&P 50015.7
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Aletheian Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Aletheian Wealth Advisors LLC

Last Reported on: 09 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions