13F Insight
DOSSIER · 13F-HR · Q2 2026

Aletheian Wealth Advisors LLC

$234M in tracked AUM across 109 positions as of Q2 2026.

AW
CIK 0001922281 · last filed Jun 30, 2026
Total AUM
$234M
as of Q2 2026
Holdings
109
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Aletheian Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$27M166K11.6%02
BND
VANGUARD BD INDEX FDS
$26M355K11.1%03
VEA
VANGUARD TAX-MANAGED FDS
$25M346K10.5%04
BNDX
VANGUARD CHARLOTTE FDS
$10M207K4.3%05
VWO
VANGUARD INTL EQUITY INDEX F
$10M164K4.2%06
IVV
ISHARES TR
$8M11K3.5%07
PSP
INVESCO EXCHANGE TRADED FD T
$8M146K3.5%08
VNQ
VANGUARD INDEX FDS
$7M72K3.0%09
MUB
ISHARES TR
$6M59K2.7%10
VSS
VANGUARD INTL EQUITY INDEX F
$5M33K2.1%

Filing history

2026Q2Jun 30
$234M▲ 14.1%
109 positionsView →2026Q1Mar 31
$205M▼ 4.7%
97 positionsView →2025Q3Sep 30
$215M▲ 5.9%
101 positionsView →2025Q2Jun 30
$203M▲ 14.3%
100 positionsLocked2025Q1Mar 31
$178M▲ 5.2%
95 positionsLocked2024Q4Dec 31
$169M▼ 1.2%
77 positionsLocked2024Q3Sep 30
$171M▼ 9.8%
82 positionsLocked2024Q2Jun 30
$190M▲ 3.0%
86 positionsLocked2024Q1Mar 31
$184M▲ 22.0%
83 positionsLocked2023Q4Dec 31
$151M▲ 15.9%
76 positionsLocked2023Q3Sep 30
$130M▼ 10.7%
75 positionsLocked2023Q2Jun 30
$146M▲ 28.9%
79 positionsLocked
Showing 12 of 18