Aletheian Wealth Advisors LLC

CIK 0001922281 · Q2 2026

13F Equity AUM

$234.2M

+14.1% QoQ

Positions

109

+12 QoQ

AUM Rank

#5,718

Top 66%

Skill Alpha (FF)

-2.6%/yr^ns

No Clear Edge

Rank #6,463 · Top 78%

vs S&P -5.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 41.8%Top 10: 56.5%Top 20: 72.5%

ITOT11.6%

BND11.1%

VEA10.5%

BNDX4.3%

VWO4.2%

IVV3.5%

PSP3.5%

VNQ3.0%

MUB2.7%

VSS2.1%

Others (99)43.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services82.1%

Technology10.0%

Communication Services2.4%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 109Median: 0.27%Avg: 0.92%

0–0.5%

72(14.7%)

0.5–1%

15(10.7%)

1–3%

15(25.8%)

3–5%

4(15.4%)

5%+

3(33.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 109vs 20 funds

0%Low

109

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased69Decreased18Exited2

New Positions

INTC0.2%

+3K

DWD0.1%

+1K

GEV0.1%

+238

UNH0.1%

+686

PANW0.1%

+769

IBM0.1%

+792

WDC0.1%

+342

TRVC0.1%

+2K

GLW0.1%

+847

ANET0.1%

+1K

Increased

VEA10.5%

+20K(+6%)

BND11.1%

+15K(+5%)

PSP3.5%

+15K(+11%)

PFF1.5%

+11K(+11%)

PGX0.3%

+9K(+16%)

VNQI1.3%

+8K(+14%)

VNQ3.0%

+7K(+11%)

IAGG2.1%

+6K(+7%)

ITOT11.6%

+4K(+3%)

BKLN0.8%

+3K(+4%)

Decreased

SCHB0.3%

-3,037(-12%)

COIN0.2%

-2,900(-51%)

VXUS0.1%

-2,745(-42%)

VWO4.2%

-2,002(-1%)

PDBC0.8%

-1,834(-1%)

AGG1.2%

-1,339(-5%)

IEFA1.5%

-651(-2%)

SPDW0.3%

-381(-3%)

IEMG0.7%

-197(-1%)

ICVT0.3%

-68(-1%)

Exited

MCD

-729

COP

-1,645

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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