Aletheian Wealth Advisors LLC holds a focused book of 109 reported positions worth $234.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Aletheian Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 5.0 points over this window.
Growth of $10,000 cloning Aletheian Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Aletheian Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| BlueSpruce Investments, LP | 11 / 80 | $642.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Swiss Re Ltd | 35 / 80 | $1.1B |
| Prospect Hill Management, LLC | 8 / 80 | $238.7M |
| Howard Hughes Medical Institute | 17 / 80 | $411.1M |
| Uhlmann Price Securities, LLC | 35 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Aletheian Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 109 | $234.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 97 | $205.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 101 | $215.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 7, 2025 | 7d | 100 | $203.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 95 | $177.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 77 | $169.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 82 | $171.2M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 26, 2024 | 26d | 86 | $189.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.