§ 13F · FUND PROFILE
Aletheian Wealth Advisors LLC.
AUM · $234M (13F)Positions · 109Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 166K | $27M | 11.6% | +3% |
| 2 | BND | VANGUARD BD INDEX FDS | 355K | $26M | 11.1% | +5% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 346K | $25M | 10.5% | +6% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 207K | $10M | 4.3% | +1% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 164K | $10M | 4.2% | −1% |
| 6 | IVV | ISHARES TR | 11K | $8M | 3.5% | ±0% |
| 7 | PSP | INVESCO EXCHANGE TRADED FD T | 146K | $8M | 3.5% | +11% |
| 8 | VNQ | VANGUARD INDEX FDS | 72K | $7M | 3.0% | +11% |
| 9 | MUB | ISHARES TR | 59K | $6M | 2.7% | +2% |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 33K | $5M | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALETHEIAN SIGNAL
AC read
Aletheian Wealth Advisors LLC is a Other fund managing $234 million in assets. The fund runs a portfolio of 109 positions.
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