§ 13F · FUND PROFILE
Aletheian Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215M (13F)Positions · 101Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$205M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 340K | $25M | 12.2% | NEW |
| 2 | ITOT | ISHARES TR | 161K | $23M | 11.2% | NEW |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 325K | $21M | 10.2% | NEW |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 205K | $10M | 4.8% | NEW |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 166K | $9M | 4.4% | NEW |
| 6 | PSP | INVESCO EXCHANGE TRADED FD T | 132K | $7M | 3.6% | NEW |
| 7 | IVV | ISHARES TR | 11K | $7M | 3.5% | NEW |
| 8 | MUB | ISHARES TR | 57K | $6M | 3.0% | NEW |
| 9 | VNQ | VANGUARD INDEX FDS | 65K | $6M | 2.8% | NEW |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 32K | $5M | 2.3% | NEW |
§ 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 $215 million in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed