Aletheian Wealth Advisors LLC - Portfolio Stock Holdings
Aletheian Wealth Advisors LLC disclosed 117 stock positions in a recent SEC 13F filing. $249,055,908 of stock holdings were filed, with the largest holdings including ITOT, BND, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $412,522,414 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
117Est. Stock Holding Value:
$249,055,908Top Stock Holdings By Sector
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Portfolio Stock Holdings - Aletheian Wealth Advisors LLC
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% of Portfolio
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