StockDriftsStockDriftsTop 50 Aletheian Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 11.76% | 176.1K | $29.3M | +6.29%(+10.43K) | $107.30(+55.38%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 11.29% | 400.9K | $28.1M | +12.83%(+45.60K) | $77.00(-8.32%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.21% | 360.3K | $25.4M | +4.17%(+14.44K) | $50.40(+37.62%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.05% | 170.1K | $10.1M | +3.69%(+6.05K) | $45.14(+28.56%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.01% | 213.1K | $10.0M | +3.01%(+6.23K) | $51.17(-8.09%) | 2026-09-30 | |
| PSP | INVESCO EXCHANGE TRADED FD T | 3.45% | 152.4K | $8.6M | +4.15%(+6.08K) | $62.52(-10.97%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.32% | 10.8K | $8.3M | -1.34%(-147) | $453.13(+69.93%) | 2026-09-30 | |
| MUB | ISHARES TR | 2.89% | 71.2K | $7.2M | +21.72%(+12.71K) | $107.80(-5.06%) | 2026-09-30 | |
| VNQ | VANGUARD INDEX FDS | 2.75% | 76.4K | $6.8M | +5.92%(+4.27K) | $92.81(-2.26%) | 2026-09-30 | |
| IAGG | ISHARES TR | 2.36% | 119.3K | $5.9M | +20.78%(+20.52K) | $50.79(-3.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.56% | +38.84% | — | — | +23.04% |
| Top 20 Holdings Unweighted | +12.87% | +43.80% | — | — | +26.73% |
Aletheian Wealth Advisors LLC reports $249.06M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (11.8%), BND (11.3%) and VEA (10.2%). The top 20 holdings account for 72.76% of reported assets. Its disclosed equity book has returned +38.84% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aletheian Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1922281). View Aletheian Wealth Advisors LLC’s 13F filings on SEC