Aletheian Wealth Advisors LLC - Portfolio overview

Aletheian Wealth Advisors LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 12.09%
2. ITOT - ISHARES TR, 11.10%
3. VEA - VANGUARD TAX-MANAGED FDS, 10.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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