Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aletheian Wealth Advisors LLC (CIK 1922281) reported $234.2M across 109 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($27.2M, 11.63%), BND ($26.1M, 11.14%), VEA ($24.6M, 10.52%), BNDX ($10.0M, 4.28%), VWO ($9.8M, 4.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $27.2M | 11.63% | 165,712 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $26.1M | 11.14% | 355,334 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $24.6M | 10.52% | 345,857 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $10.0M | 4.28% | 206,915 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $9.8M | 4.18% | 164,003 | Trimmed |
| 6 | IVV | ISHARES TR | $8.2M | 3.50% | 10,932 | Trimmed |
| 7 | PSP | INVESCO EXCHANGE TRADED FD T | $8.2M | 3.48% | 146,352 | Added |
| 8 | VNQ | VANGUARD INDEX FDS | $7.0M | 2.97% | 72,104 | Added |
| 9 | MUB | ISHARES TR | $6.3M | 2.69% | 58,503 | Added |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | $5.0M | 2.14% | 32,550 | Added |
| 11 | IAGG | ISHARES TR | $5.0M | 2.13% | 98,770 | Added |
| 12 | AAPL | APPLE INC | $5.0M | 2.12% | 17,119 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $4.9M | 2.07% | 24,252 | Added |
| 14 | CWB | SPDR SERIES TRUST | $3.6M | 1.53% | 33,296 | Added |
| 15 | IEFA | ISHARES TR | $3.5M | 1.50% | 36,347 | Trimmed |
| 16 | PFF | ISHARES TR | $3.4M | 1.46% | 111,820 | Added |
| 17 | MSFT | MICROSOFT CORP | $3.3M | 1.41% | 8,870 | Added |
| 18 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.1M | 1.31% | 68,569 | Added |
| 19 | BSV | VANGUARD BD INDEX FDS | $3.0M | 1.30% | 39,118 | Added |
| 20 | AGG | ISHARES TR | $2.7M | 1.16% | 27,449 | Trimmed |
| 21 | SCHP | SCHWAB STRATEGIC TR | $2.4M | 1.02% | 90,263 | Added |
| 22 | FLRN | SPDR SERIES TRUST | $2.4M | 1.01% | 77,013 | Added |
| 23 | GOOGL | ALPHABET INC | $2.3M | 0.98% | 6,417 | Added |
| 24 | AMZN | AMAZON COM INC | $2.2M | 0.95% | 9,380 | Added |
| 25 | PDBC | INVESCO ACTVELY MNGD ETC FD | $2.0M | 0.85% | 125,902 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30