Aletheian Wealth Advisors LLC
CIK: 1922281SEC EDGAR →
Portfolio Value
$141.2B
Holdings
113
As of
Q3 2026
New Positions
112
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 400,937 | $28.1B | 19.92% |
| 2 | VANGUARD TAX-MANAGED FDS | 360,296 | $25.4B | 18.02% |
| 3 | VANGUARD INTL EQUITY INDEX F | 170,057 | $10.1B | 7.14% |
| 4 | VANGUARD CHARLOTTE FDS | 213,144 | $10.0B | 7.08% |
| 5 | INVESCO EXCHANGE TRADED FD T | 152,432 | $8.6B | 6.08% |
| 6 | VANGUARD INDEX FDS | 76,372 | $6.8B | 4.85% |
| 7 | ISHARES TR | 119,293 | $5.9B | 4.16% |
| 8 | ISHARES TR | 38,674 | $3.7B | 2.65% |
| 9 | ISHARES TR | 123,636 | $3.6B | 2.58% |
| 10 | VANGUARD BD INDEX FDS | 43,849 | $3.4B | 2.37% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $135.9B | 96.3% |
| Unknown | 6 | $3.7B | 2.7% |
| Consumer Defensive | 4 | $403.1M | 0.3% |
| Technology | 20 | $341.4M | 0.2% |
| Communication Services | 4 | $286.7M | 0.2% |
| Energy | 4 | $263.2M | 0.2% |
| Basic Materials | 2 | $230.7M | 0.2% |
| Consumer Cyclical | 3 | $4.2M | 0.0% |
| Healthcare | 6 | $3.2M | 0.0% |
| Industrials | 4 | $1.5M | 0.0% |