account_balance
Investment manager · 13F filer · SEC CIK 1922281
Aletheian Wealth Advisors LLC
Reported value$249Mas of Sep 30, 2026
Positions113 9 new, 5 sold out
Top 10 weight56.1%ITOT alone is 12%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
11.8%Added +6%
BNDVanguard Bd Index FDS
11.3%Added +13%
VEAVanguard Tax-Managed FDS
10.2%Added +4%
VWOVanguard Intl Equity Index F
4.0%Added +4%
BNDXVanguard Charlotte FDS
4.0%Added +3%
PSPInvesco Exchange Traded Fd T
3.4%Added +4%
IVViShares Tr
3.3%
MUBiShares Tr
2.9%Added +22%
VNQVanguard Index FDS
2.7%+6%
IAGGiShares Tr
2.4%
NVDANVIDIA Corp
2.4%+6%
AAPLApple Inc.
2.3%
ITOTiShares Tr
11.8%Added +6%
BNDVanguard Bd Index FDS
11.3%Added +13%
VEAVanguard Tax-Managed FDS
10.2%+4%
VWO4.0%
BNDXVanguard Charlotte FDS
4.0%
PSPInvesco Exchange Traded Fd T
3.4%
IVV3.3%
MUB2.9%
VNQ2.7%
IAGG
NVDAAAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr 11.8% Added +6%
BND Vanguard Bd Index FDS 11.3% Added +13%
VEA Vanguard Tax-Managed FDS 10.2% Added +4%
VWO Vanguard Intl Equity Index F 4.0% Added +4%
BNDX Vanguard Charlotte FDS 4.0% Added +3%
PSP Invesco Exchange Traded Fd T 3.4% Added +4%
IVV iShares Tr 3.3% Held
MUB iShares Tr 2.9% Added +22%
VNQ Vanguard Index FDS 2.7% Added +6%
IAGG iShares Tr 2.4% Added +21%
NVDA NVIDIA Corp 2.4% Added +6%AAPL Apple Inc. 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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