Q3 2026 13F · SEC CIK 1922281

Aletheian Wealth Advisors LLC

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $249.1M
Reported positions: 113
Top holdings a year, 3 yrs: +12.4%
Assets under management: $412.5M

Aletheian Wealth Advisors LLC is a wealth manager that reported 113 positions worth $249.1M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Ishares Tr (ITOT, 11.8%), Vanguard Bd Index Fds (BND, 11.3%), Vanguard Ftse Developed Markets Index Fu (VEA, 10.2%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.

Aletheian Wealth Advisors LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aletheian Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
ITOTIshares Tr	11.8%	11.6%	176,143	+6.3%	$29.3M
BNDVanguard Bd Index Fds	11.3%	11.1%	400,937	+12.8%	$28.1M
VEAVanguard Ftse Developed Markets Index Fu	10.2%	10.5%	360,296	+4.2%	$25.4M
VWOVanguard Intl Equity Index F	4.0%	4.2%	170,057	+3.7%	$10.1M
BNDXVanguard Charlotte Fds	4.0%	4.3%	213,144	+3.0%	$10.0M
PSPInvesco Exchange Traded Fd T	3.4%	3.5%	152,432	+4.2%	$8.6M
IVVIshares Tr	3.3%	3.5%	10,785	-1.3%	$8.3M
MUBIshares Tr	2.9%	2.7%	71,209	+21.7%	$7.2M
VNQVanguard Index Fds	2.7%	3.0%	76,372	+5.9%	$6.8M
IAGGIshares Tr	2.4%	2.1%	119,293	+20.8%	$5.9M
NVDANvidia Corporation	2.4%	2.1%	25,688	+5.9%	$5.9M
AAPLApple Inc	2.3%	2.1%	17,243	+0.7%	$5.7M
VSSVanguard Intl Equity Index F	2.1%	2.1%	33,327	+2.4%	$5.2M
MSFTMicrosoft Corp	1.8%	1.4%	8,937	+0.8%	$4.6M
IEFAIshares Tr	1.5%	1.5%	38,674	+6.4%	$3.7M
PFFIshares Tr	1.5%	1.5%	123,636	+10.6%	$3.6M
CWBSpdr Series Trust	1.4%	1.5%	35,612	+7.0%	$3.6M
BSVVanguard Bd Index Fds	1.3%	1.3%	43,849	+12.1%	$3.4M
VNQIVanguard Intl Equity Index F	1.3%	1.3%	74,568	+8.7%	$3.2M
SCHPSchwab Strategic Tr	1.1%	1.0%	104,491	+15.8%	$2.6M
AGGIshares Tr	1.1%	1.2%	27,694	+0.9%	$2.6M
FLRNSpdr Series Trust	1.0%	1.0%	84,323	+9.5%	$2.6M
AMZNAmazon Com Inc	1.0%	1.0%	10,335	+10.2%	$2.6M
PDBCInvesco Actvely Mngd Etc Fd	1.0%	0.9%	129,578	+2.9%	$2.5M
COMTIshares U S ETF Tr	0.9%	0.8%	63,181	+1.3%	$2.3M
GOOGLAlphabet Inc	0.9%	1.0%	6,486	+1.1%	$2.2M
BKLNInvesco Exch Traded Fd Tr II	0.8%	0.8%	100,586	+14.4%	$2.1M
GOOGAlphabet Inc	0.8%	0.8%	5,908	+10.7%	$2.0M
AVGOBroadcom Inc	0.8%	0.8%	5,608	+7.8%	$2.0M
METAMeta Platforms Inc	0.7%	0.5%	2,405	+12.6%	$1.7M
IEMGIshares Inc	0.7%	0.7%	21,335	+3.2%	$1.7M
EMBIshares Tr	0.6%	0.6%	16,448	+8.5%	$1.5M
VTIVanguard Index Fds	0.6%	0.6%	3,840	-2.8%	$1.4M
IWNIshares Tr	0.6%	0.6%	6,805	+3.9%	$1.4M
TSLATesla Inc	0.6%	0.5%	3,975	+34.3%	$1.4M
JNKSpdr Series Trust	0.6%	0.5%	14,844	+16.5%	$1.4M
NEARIshares U S ETF Tr	0.5%	0.5%	24,996	+9.4%	$1.2M
LLYEli Lilly & Co	0.5%	0.5%	1,039	+1.8%	$1.2M
SCZIshares Tr	0.5%	0.5%	13,908	-0.4%	$1.2M
VTEBVanguard Mun Bd Fds	0.4%	0.5%	22,009	+0.9%	$1.0M
AMDAdvanced Micro Devices Inc	0.4%	0.3%	1,692	+28.6%	$1.0M
TSMTaiwan Semiconductor Manufac	0.4%	0.4%	2,225	+16.9%	$1.0M
JPMJpmorgan Chase & Co	0.4%	0.4%	2,996	+1.2%	$991K
MUMicron Technology Inc	0.4%	0.4%	914	+1.6%	$974K
SUBIshares Tr	0.4%	0.4%	8,763	+5.5%	$916K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.4%	1,714	-0.9%	$853K
SCHHSchwab Strategic Tr	0.3%	0.4%	36,430	-0.9%	$803K
SCHZSchwab Strategic Tr	0.3%	0.4%	36,200	+0.0%	$800K
ICVTIshares Tr	0.3%	0.3%	6,620	-0.1%	$748K
SPDWSpdr Index Shs Fds	0.3%	0.3%	14,524	-0.0%	$729K

What Aletheian Wealth Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

TSLA Tesla Inc+34.3% shares
AMD Advanced Micro Devices Inc+28.6% shares
MUB Ishares Tr+21.7% shares
IAGG Ishares Tr+20.8% shares
TSM Taiwan Semiconductor Manufac+16.9% shares
JNK Spdr Series Trust+16.5% shares
SCHP Schwab Strategic Tr+15.8% shares
BKLN Invesco Exch Traded Fd Tr II+14.4% shares

Reduced

No position shrank by more than 5%.

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.6% /yr; S&P 500 +20.1%
3 years: +12.4% /yr; S&P 500 +20.4%
5 years: +8.8% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$249.1M	113
Q2 2026	$234.2M	109
Q1 2026	$205.2M	97
Q3 2025	$215.2M	101
Q2 2025	$203.3M	100
Q1 2025	$177.9M	95
Q4 2024	$169.1M	77
Q3 2024	$171.2M	82
Q2 2024	$189.8M	86
Q1 2024	$184.3M	83
Q4 2023	$151.1M	76
Q3 2023	$130.4M	75

Questions about Aletheian Wealth Advisors LLC's portfolio

What stocks does Aletheian Wealth Advisors LLC own?

Aletheian Wealth Advisors LLC's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 113 positions worth $249.1M. The largest are Ishares Tr (ITOT) at 11.8%, Vanguard Bd Index Fds (BND) at 11.3%, Vanguard Ftse Developed Markets Index Fu (VEA) at 10.2%, Vanguard Intl Equity Index F (VWO) at 4.0% and Vanguard Charlotte Fds (BNDX) at 4.0%.

What did Aletheian Wealth Advisors LLC buy last quarter?

In Q3 2026, Aletheian Wealth Advisors LLC added Tesla Inc (TSLA) (+34.3% shares), Advanced Micro Devices Inc (AMD) (+28.6% shares) and Ishares Tr (MUB) (+21.7% shares), compared with its Q2 2026 filing.

What did Aletheian Wealth Advisors LLC sell last quarter?

Aletheian Wealth Advisors LLC sold out of nothing and cut no large position by more than 5% in Q3 2026.

How has Aletheian Wealth Advisors LLC's portfolio performed?

A portfolio copying Aletheian Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +9.6% against +20.1%. Over 5 years: +8.8% a year against +16.8%.

When is Aletheian Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aletheian Wealth Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Aletheian Wealth Advisors LLC manage?

Aletheian Wealth Advisors LLC reported $412.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $249.1M.