Aletheian Wealth Advisors LLC: 13F holdings
CIK 19222812026Q2
| Positions | 109 |
|---|
| Reported value | $234.2m |
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| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 109 (+12 vs prior quarter) |
|---|
| Reported value | $234.2m (+14.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 165,712 | $27.2m | 11.6% |
| BND VANGUARD BD INDEX FDS | 355,334 | $26.1m | 11.1% |
| VEA VANGUARD TAX-MANAGED FDS | 345,857 | $24.6m | 10.5% |
| BNDX VANGUARD CHARLOTTE FDS | 206,915 | $10.0m | 4.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 164,003 | $9.8m | 4.2% |
| IVV ISHARES TR | 10,932 | $8.2m | 3.5% |
| INVESCO EXCHANGE TRADED FD T | 146,352 | $8.2m | 3.5% |
| VNQ VANGUARD INDEX FDS | 72,104 | $7.0m | 3.0% |
| MUB ISHARES TR | 58,503 | $6.3m | 2.7% |
| VSS VANGUARD INTL EQUITY INDEX F | 32,550 | $5.0m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1922281")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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