Aletheian Wealth Advisors LLC 13F Holdings · Q3 2026
Aletheian Wealth Advisors LLC reported 113 securities worth $249.06M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: ITOT (11.76%), BND (11.29%), VEA (10.21%). Among its top 25 positions this quarter: 24 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $29.3M | 11.76% | 176,143 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $28.1M | 11.29% | 400,937 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $25.4M | 10.21% | 360,296 | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $10.1M | 4.05% | 170,057 | Added |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $10.0M | 4.01% | 213,144 | Added |
| 6 | PSP | INVESCO EXCHANGE TRADED FD T | $8.6M | 3.45% | 152,432 | Added |
| 7 | IVV | ISHARES TR | $8.3M | 3.32% | 10,785 | Trimmed |
| 8 | MUB | ISHARES TR | $7.2M | 2.89% | 71,209 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $6.8M | 2.75% | 76,372 | Added |
| 10 | IAGG | ISHARES TR | $5.9M | 2.36% | 119,293 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $5.9M | 2.36% | 25,688 | Added |
| 12 | AAPL | APPLE INC | $5.7M | 2.31% | 17,243 | Added |
| 13 | VSS | VANGUARD INTL EQUITY INDEX F | $5.2M | 2.08% | 33,327 | Added |
| 14 | MSFT | MICROSOFT CORP | $4.6M | 1.84% | 8,937 | Added |
| 15 | IEFA | ISHARES TR | $3.7M | 1.50% | 38,674 | Added |
| 16 | PFF | ISHARES TR | $3.6M | 1.46% | 123,636 | Added |
| 17 | CWB | SPDR SERIES TRUST | $3.6M | 1.45% | 35,612 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $3.4M | 1.35% | 43,849 | Added |
| 19 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.2M | 1.27% | 74,568 | Added |
| 20 | AGG | ISHARES TR | $2.6M | 1.05% | 27,694 | Added |
| 21 | SCHP | SCHWAB STRATEGIC TR | $2.6M | 1.05% | 104,491 | Added |
| 22 | FLRN | SPDR SERIES TRUST | $2.6M | 1.04% | 84,323 | Added |
| 23 | AMZN | AMAZON COM INC | $2.6M | 1.03% | 10,335 | Added |
| 24 | PDBC | INVESCO ACTVELY MNGD ETC FD | $2.5M | 1.00% | 129,578 | Added |
| 25 | COMT | ISHARES U S ETF TR | $2.3M | 0.94% | 63,181 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR