Q2 2026 13F · SEC CIK 1922281

Aletheian Wealth Advisors LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $234.2M
Reported positions: 109
Top holdings a year, 3 yrs: +12.4%
Assets under management: $412.5M

Aletheian Wealth Advisors LLC is a wealth manager that reported 109 positions worth $234.2M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Ishares Total US Stock Market ETF (ITOT, 11.6%), Vanguard Total Bond Market ETF (BND, 11.1%), Vanguard Tax-Managed Fds (VEA, 10.5%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.

Aletheian Wealth Advisors LLC holdings largest 50 of 109 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aletheian Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ITOTIshares Total US Stock Market ETF	11.6%	11.2%	165,712	+2.7%	$27.2M
BNDVanguard Total Bond Market ETF	11.1%	12.2%	355,334	+4.5%	$26.1M
VEAVanguard Tax-Managed Fds	10.5%	10.2%	345,857	+6.3%	$24.6M
BNDXVanguard Charlotte Fds	4.3%	4.8%	206,915	+0.8%	$10.0M
VWOVanguard Intl Equity Index F	4.2%	4.4%	164,003	-1.2%	$9.8M
IVVIshares Core S&p 500 ETF	3.5%	3.5%	10,932	-0.2%	$8.2M
PSPInvesco Exchange Traded Fd T	3.5%	3.6%	146,352	+11.2%	$8.2M
VNQVanguard Real Estate ETF	3.0%	2.8%	72,104	+11.3%	$7.0M
MUBIshares National Muni Bond ETF	2.7%	3.0%	58,503	+2.1%	$6.3M
VSSVanguard Intl Equity Index F	2.1%	2.3%	32,550	+0.7%	$5.0M
IAGGiShares International Aggregate Bond Fun	2.1%	2.3%	98,770	+6.9%	$5.0M
AAPLApple Inc	2.1%	1.9%	17,119	+11.4%	$5.0M
NVDANvidia Corporation Com	2.1%	1.8%	24,252	+12.1%	$4.9M
CWBSpdr Series Trust	1.5%	1.4%	33,296	+9.6%	$3.6M
IEFAIshares Core Msci Eafe ETF	1.5%	1.6%	36,347	-1.8%	$3.5M
PFFIshares Tr	1.5%	1.5%	111,820	+11.4%	$3.4M
MSFTMicrosoft Corp	1.4%	1.4%	8,870	+13.3%	$3.3M
VNQIVanguard Global ex-US Real Estate ETF (V	1.3%	1.3%	68,569	+13.8%	$3.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	1.3%	1.5%	39,118	+2.6%	$3.0M
AGGIshares Tr	1.2%	1.4%	27,449	-4.7%	$2.7M
SCHPSchwab Strategic Tr	1.0%	1.2%	90,263	+1.1%	$2.4M
FLRNState Street Spdr Bloomberg Investment G	1.0%	1.1%	77,013	+1.8%	$2.4M
GOOGLAlphabet Inc	1.0%	0.8%	6,417	+9.5%	$2.3M
AMZNAmazon Com Inc Com	1.0%	0.9%	9,380	+7.7%	$2.2M
PDBCInvesco Actvely Mngd Etc Fd	0.9%	1.1%	125,902	-1.4%	$2.0M
AVGOBroadcom Inc	0.8%	0.7%	5,200	+10.9%	$2.0M
COMTIshares U S ETF Tr	0.8%	1.0%	62,373	+1.1%	$1.9M
GOOGAlphabet Inc	0.8%	0.7%	5,338	+10.9%	$1.9M
BKLNInvesco Exch Traded Fd Tr II	0.8%	0.8%	87,962	+3.8%	$1.8M
IEMGIshares	0.7%	0.7%	20,664	-0.9%	$1.7M
EMBIshares Tr	0.6%	0.7%	15,161	+2.1%	$1.5M
VTIVanguard Index Fds	0.6%	0.6%	3,950	-0.6%	$1.5M
IWNIshares Russell 2000 Value ETF	0.6%	0.6%	6,552	+2.9%	$1.4M
TSLATesla Inc Com	0.5%	0.5%	2,960	+6.1%	$1.2M
JNKState Street Spdr Bloomberg High Yield B	0.5%	0.6%	12,739	+3.4%	$1.2M
LLYLilly Eli & Co	0.5%	0.4%	1,021	+9.8%	$1.2M
METAMeta Platforms Inc Class A	0.5%	0.5%	2,135	+12.4%	$1.2M
NEARIshares Short Duration Bond Active ETF	0.5%	0.6%	22,844	+2.5%	$1.2M
SCZIshares Msci Eafe Small Cap	0.5%	0.5%	13,967	+0.0%	$1.1M
VTEBVanguard Tx Ex Bd	0.5%	0.5%	21,809	+0.0%	$1.1M
MUMicron Technology Inc	0.4%	—	900	—	$1.0M
JPMJpmorgan Chase & Co	0.4%	0.4%	2,960	+8.6%	$969K
TSMTaiwan Semiconductor Manufac	0.4%	—	1,903	—	$909K
SUBIshares Tr	0.4%	0.4%	8,308	+2.6%	$885K
SCHHSchwab Strategic Tr	0.4%	0.4%	36,760	-0.0%	$870K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,729	+14.5%	$865K
SCHZSchwab Strategic Tr	0.4%	0.4%	36,183	+0.0%	$837K
ICVTIshares Tr	0.3%	0.3%	6,629	-1.0%	$807K
AMDAdvanced Micro Devices Inc	0.3%	—	1,316	—	$764K
SPDWSPDR Portfolio Developed World	0.3%	0.3%	14,525	-2.6%	$732K

What Aletheian Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BRK-B Berkshire Hathaway Inc Del+14.5% shares
VNQI Vanguard Global ex-US Real Estate ETF (V+13.8% shares
MSFT Microsoft Corp+13.3% shares
META Meta Platforms Inc Class A+12.4% shares
NVDA Nvidia Corporation Com+12.1% shares
PFF Ishares Tr+11.4% shares
AAPL Apple Inc+11.4% shares
VNQ Vanguard Real Estate ETF+11.3% shares

Reduced

No position shrank by more than 5%.

Left the top 50

COIN Coinbase Global Incwas 0.5%
XOM Exxon Mobil Corpwas 0.4%
RWX SPDR Dow Jones Inter Real Estate ETFwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.6% /yr; S&P 500 +20.1%
3 years: +12.4% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$234.2M	109
Q1 2026	$205.2M	97
Q3 2025	$215.2M	101
Q2 2025	$203.3M	100
Q1 2025	$177.9M	95
Q4 2024	$169.1M	77
Q3 2024	$171.2M	82
Q2 2024	$189.8M	86
Q1 2024	$184.3M	83
Q4 2023	$151.1M	76
Q3 2023	$130.4M	75
Q2 2023	$146.0M	79

Questions about Aletheian Wealth Advisors LLC's portfolio

What stocks does Aletheian Wealth Advisors LLC own?

Aletheian Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 109 positions worth $234.2M. The largest are Ishares Total US Stock Market ETF (ITOT) at 11.6%, Vanguard Total Bond Market ETF (BND) at 11.1%, Vanguard Tax-Managed Fds (VEA) at 10.5%, Vanguard Charlotte Fds (BNDX) at 4.3% and Vanguard Intl Equity Index F (VWO) at 4.2%.

What did Aletheian Wealth Advisors LLC buy last quarter?

In Q2 2026, Aletheian Wealth Advisors LLC added Berkshire Hathaway Inc Del (BRK-B) (+14.5% shares), Vanguard Global ex-US Real Estate ETF (V (VNQI) (+13.8% shares) and Microsoft Corp (MSFT) (+13.3% shares), compared with its Q1 2026 filing.

What did Aletheian Wealth Advisors LLC sell last quarter?

In Q2 2026, Aletheian Wealth Advisors LLC cut from its top 50 Coinbase Global Inc (COIN), cut from its top 50 Exxon Mobil Corp (XOM) and cut from its top 50 SPDR Dow Jones Inter Real Estate ETF (RWX), compared with its Q1 2026 filing.

How has Aletheian Wealth Advisors LLC's portfolio performed?

A portfolio copying Aletheian Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.6% against +20.1%. Over 5 years: +8.8% a year against +16.8%.

When is Aletheian Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aletheian Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Aletheian Wealth Advisors LLC manage?

Aletheian Wealth Advisors LLC reported $412.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $234.2M.