Aletheian Wealth Advisors LLC holds a focused book of 109 stocks worth $234.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Vanguard Ftse Emerging Marke. Their largest long position is Ishares Core S&P Total U.S. at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1922281/holdings"
Use Arkolith to show Aletheian Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $27.2M | 165.7K | 11.6% | ▲+2.7% Added · +4K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $26.1M | 355.3K | 11.1% | ▲+4.5% Added · +15K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $24.6M | 345.9K | 10.5% | ▲+6.3% Added · +20K sh | |
| 4 | Vanguard Charlotte FDS TOTAL INT BD ETF | $10.0M | 206.9K | 4.3% | ▲+0.8% Added · +2K sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.8M | 164.0K | 4.2% | ▼−1.2% Reduced · −2K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $8.2M | 10.9K | 3.5% | ▼−0.2% Reduced · −21 sh | |
| 7 | Invesco Exchange Traded FD T GBL LISTED PVT | $8.2M | 146.4K | 3.5% | ▲+11% Added · +15K sh | |
| 8 | Vanguard Index FDS REAL ESTATE ETF | $7.0M | 72.1K | 3.0% | ▲+11% Added · +7K sh | |
| 9 | Ishares TR NATIONAL MUN ETF | $6.3M | 58.5K | 2.7% | ▲+2.1% Added · +1K sh | |
| 10 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $5.0M | 32.5K | 2.1% | ▲+0.7% Added · +234 sh | |
| 11 | Ishares TR CORE INTL AGGR | $5.0M | 98.8K | 2.1% | ▲+6.9% Added · +6K sh | |
| 12 | Apple Inc COM | $5.0M | 17.1K | 2.1% | ▲+11% Added · +2K sh | |
| 13 | Nvidia Corporation COM | $4.9M | 24.3K | 2.1% | ▲+12% Added · +3K sh | |
| 14 | SPDR Series Trust ST STR CONV ETF | $3.6M | 33.3K | 1.5% | ▲+9.6% Added · +3K sh | |
| 15 | Ishares TR CORE MSCI EAFE | $3.5M | 36.3K | 1.5% | ▼−1.8% Reduced · −651 sh | |
| 16 | Ishares TR PFD AND INCM SEC | $3.4M | 111.8K | 1.5% | ▲+11% Added · +11K sh | |
| 17 | Microsoft Corp COM | $3.3M | 8.9K | 1.4% | ▲+13% Added · +1K sh | |
| 18 | Vanguard Intl Equity Index F GLB EX US ETF | $3.1M | 68.6K | 1.3% | ▲+14% Added · +8K sh | |
| 19 | Vanguard BD Index FDS SHORT TRM BOND | $3.0M | 39.1K | 1.3% | ▲+2.6% Added · +1K sh | |
| 20 | Ishares TR CORE US AGGBD ET | $2.7M | 27.4K | 1.2% | ▼−4.7% Reduced · −1K sh | |
| 21 | Schwab Strategic TR US TIPS ETF | $2.4M | 90.3K | 1.0% | ▲+1.1% Added · +1K sh | |
| 22 | SPDR Series Trust ST STR RATE ETF | $2.4M | 77.0K | 1.0% | ▲+1.8% Added · +1K sh | |
| 23 | Alphabet Inc CAP STK CL A | $2.3M | 6.4K | 1.0% | ▲+9.5% Added · +557 sh | |
| 24 | Amazon Com Inc COM | $2.2M | 9.4K | 1.0% | ▲+7.7% Added · +673 sh | |
| 25 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $2.0M | 125.9K | 0.9% | ▼−1.4% Reduced · −2K sh | |
| 26 | Broadcom Inc COM | $2.0M | 5.2K | 0.8% | ▲+11% Added · +510 sh | |
| 27 | Ishares U S ETF TR GSCI CMDTY STGY | $1.9M | 62.4K | 0.8% | ▲+1.1% Added · +684 sh | |
| 28 | Alphabet Inc CAP STK CL C | $1.9M | 5.3K | 0.8% | ▲+11% Added · +525 sh | |
| 29 | Invesco Exch Traded FD TR II SR LN ETF | $1.8M | 88.0K | 0.8% | ▲+3.8% Added · +3K sh | |
| 30 | Ishares Inc CORE MSCI EMKT | $1.7M | 20.7K | 0.7% | ▼−0.9% Reduced · −197 sh | |
| 31 | Ishares TR JPMORGAN USD EMG | $1.5M | 15.2K | 0.6% | ▲+2.1% Added · +311 sh | |
| 32 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 4.0K | 0.6% | ▼−0.6% Reduced · −25 sh | |
| 33 | Ishares TR RUS 2000 VAL ETF | $1.4M | 6.6K | 0.6% | ▲+2.9% Added · +186 sh | |
| 34 | Tesla Inc COM | $1.2M | 3.0K | 0.5% | ▲+6.0% Added · +169 sh | |
| 35 | SPDR Series Trust ST BLOO HIGH ETF | $1.2M | 12.7K | 0.5% | ▲+3.4% Added · +424 sh | |
| 36 | Eli Lilly & Co COM | $1.2M | 1.0K | 0.5% | ▲+9.8% Added · +91 sh | |
| 37 | Meta Platforms Inc CL A | $1.2M | 2.1K | 0.5% | ▲+12% Added · +235 sh | |
| 38 | Ishares U S ETF TR SHOR DURA BD ETF | $1.2M | 22.8K | 0.5% | ▲+2.5% Added · +563 sh | |
| 39 | Ishares TR EAFE SML CP ETF | $1.1M | 14.0K | 0.5% | —Held | |
| 40 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.1M | 21.8K | 0.5% | —Held | |
| 41 | Micron Technology Inc COM | $1.0M | 900 | 0.4% | ▼−4.5% Reduced · −42 sh | |
| 42 | JPMorgan Chase & Co COM | $969K | 3.0K | 0.4% | ▲+8.6% Added · +235 sh | |
| 43 | Taiwan Semiconductor Manufac SPONSORED ADS | $909K | 1.9K | 0.4% | ▲+32% Added · +466 sh | |
| 44 | Ishares TR SHRT NAT MUN ETF | $885K | 8.3K | 0.4% | ▲+2.6% Added · +214 sh | |
| 45 | Schwab Strategic TR US REIT ETF | $870K | 36.8K | 0.4% | ▼~0% Reduced · −2 sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $865K | 1.7K | 0.4% | ▲+15% Added · +219 sh | |
| 47 | Schwab Strategic TR US AGGREGATE B | $837K | 36.2K | 0.4% | —Held | |
| 48 | Ishares TR CONV BD ETF | $807K | 6.6K | 0.3% | ▼−1.0% Reduced · −68 sh | |
| 49 | Advanced Micro Devices Inc COM | $764K | 1.3K | 0.3% | ▲+5.4% Added · +67 sh | |
| 50 | SPDR Index SHS FDS ST STR PO EX ETF | $732K | 14.5K | 0.3% | ▼−2.5% Reduced · −381 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 109 | $234.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 97 | $205.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 101 | $215.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 100 | $203.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 95 | $177.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 77 | $169.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 82 | $171.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 26, 2024 | 86 | $189.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.