Aletheian Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$234,162
Net value change ($000)
+29,002 (14.1%)
New positions
14
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITOT 4,243 18.5%
VEA 3,785 18.1%
VNQ 1,209 21.0%
NVDA 1,081 28.7%
AAPL 1,054 27.0%
BND 1,053 4.2%
IVV 1,032 14.4%
VWO 816 9.1%
CWB 810 29.1%
MU 721 226.7%
Top Reduces (Value $000, Stocks/ETFs)
COIN -586 -59.0%
MCD -227 -100.0%
COP -217 -100.0%
PDBC -213 -9.6%
COMT -192 -9.2%
VXUS -180 -36.1%
AGG -141 -4.9%
XOM -93 -12.8%
NFLX -63 -18.6%
CVX -63 -15.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type