13F Insight
DOSSIER · 13F-HR · Q3 2026

Aletheian Wealth Advisors LLC

$249M in tracked AUM across 113 positions as of Q3 2026.

AW
CIK 0001922281 · last filed Sep 30, 2026
Total AUM
$249M
as of Q3 2026
Holdings
113
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Aletheian Wealth Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$29M176K11.8%02
BND
VANGUARD BD INDEX FDS
$28M401K11.3%03
VEA
VANGUARD TAX-MANAGED FDS
$25M360K10.2%04
VWO
VANGUARD INTL EQUITY INDEX F
$10M170K4.0%05
BNDX
VANGUARD CHARLOTTE FDS
$10M213K4.0%06
PSP
INVESCO EXCHANGE TRADED FD T
$9M152K3.4%07
IVV
ISHARES TR
$8M11K3.3%08
MUB
ISHARES TR
$7M71K2.9%09
VNQ
VANGUARD INDEX FDS
$7M76K2.7%10
IAGG
ISHARES TR
$6M119K2.4%

Filing history

2026Q3Sep 30
$249M▲ 6.4%
113 positionsView →2026Q2Jun 30
$234M▲ 14.1%
109 positionsView →2026Q1Mar 31
$205M▼ 4.7%
97 positionsView →2025Q3Sep 30
$215M▲ 5.9%
101 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 19