AW

Aletheian Wealth Advisors LLC

13F
Aletheian Wealth Advisors LLC
Last update 2025-07-07 100 Stocks (9 new)
Value $203.00 Mil Turnover 7 %
Countries:
Top Holdings: ITOT(12.02%)BND(10.86%)VEA(10.16%)BNDX(4.89%)VWO(4.06%)
Summary Stock Picks Current Portfolio
Aletheian Wealth Advisors LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
180,899
24,428.6
+11.50%
12.020
+1.24%
0.030
+15.62%
+6.84%
71,061.1
 
BND
Vanguard Total Bond Market ETF
299,776
22,072.5
+3.18%
10.860
+0.33%
0.020
+1.55%
+3.61%
127,478.2
 
VEA
Vanguard FTSE Developed Markets ETF
362,391
20,659.9
+4.20%
10.160
+0.41%
0.010
+17.74%
+21.36%
158,523.5
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
200,915
9,947.3
+5.72%
4.890
+0.26%
0.020
+1.69%
+1.74%
65,998.0
 
VWO
Vanguard FTSE Emerging Markets ETF
166,827
8,251.3
+8.39%
4.060
+0.31%
0.010
+17.09%
+13.09%
84,665.1
 
PSP
Invesco Global Listed Private Equity ETF
Invesco Global Listed Private Equity ETF
119,663
8,238.8
+7.33%
4.050
+0.28%
2.860
+17.86%
+7.64%
293.7
 
IVV
iShares Core S&P 500 ETF
12,009
7,456.5
-0.16%
3.670
-0.01%
0.000
+15.15%
+7.18%
622,640.3
 
VNQ
Vanguard Real Estate Index Fund ETF
64,249
5,722.1
+8.19%
2.810
+0.21%
0.020
+6.52%
+2.15%
33,087.0
 
MUB
iShares National Muni Bond ETF
47,761
4,990.1
+43.39%
2.450
+0.74%
0.010
+1.73%
-0.58%
38,514.8
 
MSFT
Microsoft Corp
8,947
4,450.4
-4.61%
2.190
-0.09%
0.000
+29.18%
+19.92%
3,742,360.2
Software

Aletheian Wealth Advisors LLC's Historical Top Holdings Breakdowns

Aletheian Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+1.24%
●
108.12 ($124.74) 135.04
$136.62
9.52%
Add 11.5%
180,899
18,652
MUB
iShares National Muni Bond ETF
2025-06-30
Add
Add
+0.74%
●
102.31 ($103.99) 105.8
$104.26
0.26%
Add 43.39%
47,761
14,453
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Add
Add
+0.41%
●
45.65 ($53.52) 57.01
$57.31
7.08%
Add 4.2%
362,391
14,595
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-06-30
Add
Add
+0.39%
●
49.99 ($50.66) 51.09
$51.03
0.73%
Add 29.66%
68,246
15,611
BND
Vanguard Total Bond Market ETF
2025-06-30
Add
Add
+0.33%
●
71.88 ($72.74) 73.82
$73.09
0.48%
Add 3.18%
299,776
9,247
VWO
Vanguard FTSE Emerging Markets ETF
2025-06-30
Add
Add
+0.31%
●
39.89 ($46.36) 49.46
$49.61
7.01%
Add 8.39%
166,827
12,920
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-06-30
Sold Out
Sold Out
-0.31%
●
50.08 ($58.16) 63.14
$63.47
9.13%
Sold Out
0
-10,107
PSP
Invesco Global Listed Private Equity ETF
Invesco Global Listed Private Equity ETF
2025-06-30
Add
Add
+0.28%
●
54.95 ($64.63) 68.88
$70.11
8.47%
Add 7.33%
119,663
8,177
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-06-30
Add
Add
+0.26%
●
48.77 ($49.21) 49.55
$49.28
0.14%
Add 5.72%
200,915
10,862
VXUS
Vanguard Total International Stock
2025-06-30
New Buy
New Buy
+0.22%
●
55.54 ($64.89) 69.09
$69.38
6.92%
New holding
6,475
6,475

Aletheian Wealth Advisors LLC Total Holding History ($B)

To

Aletheian Wealth Advisors LLC's Asset Allocation

To

Aletheian Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aletheian Wealth Advisors LLC's Hypothetical Growth since 2025-06-30

Aletheian Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Aletheian Wealth Advisors LLC's Holdings Heat Map

Size field:

Aletheian Wealth Advisors LLC's Holdings Bubble Chart

Aletheian Wealth Advisors LLC News

  • 1

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