§ 13F · FUND PROFILE
Aletheian Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $203.3T (13F)Positions · 100Turnover · — · Q3Filed · Nov 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 179K | $26.1T | 12.1% | — |
| 2 | BND | VANGUARD BD INDEX FDS | 299K | $22.3T | 10.3% | — |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 361K | $21.6T | 10.0% | — |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 198K | $9.8T | 4.6% | — |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 169K | $9.1T | 4.2% | — |
| 6 | PSP | INVESCO EXCHANGE TRADED FD T | 122K | $8.4T | 3.9% | — |
| 7 | IVV | ISHARES TR | 12K | $8.0T | 3.7% | — |
| 8 | VNQ | VANGUARD INDEX FDS | 67K | $6.1T | 2.8% | — |
| 9 | MUB | ISHARES TR | 52K | $5.5T | 2.6% | — |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | 33K | $4.7T | 2.2% | — |
§ 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 $203277.2 trillion in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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