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Showing Q3 2025 data
Aletheian Wealth Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Aletheian Wealth Advisors LLC
•CIK: 1922281•Filing: Q3 2025
**Aletheian Wealth Advisors LLC** manages $215M across a diversified portfolio of 101 positions. The strategy exhibits a notable allocation to fixed income and international exposure, highlighted by top holdings in ITOT ($26.1M) and BND ($22.3M). Significant international tilts are evident with substantial positions in VEA ($21.6M) and BNDX ($9.8M). The portfolio maintains broad market coverage, balancing US equity exposure (IVV, VNQ) with emerging market allocations (VWO, MUB).
Total AUM
$215.2M
QoQ Performance
+5.8%
Positions
72
Top 10 Concentration
56.5%
Latest Filing
Q3 2025
Top Holdings Allocation
ITOT
BND
VEA
ITOT12.1%
BND10.3%
VEA10.0%
BNDX4.6%
VWO4.2%
PSP3.9%
IVV3.7%
VNQ2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.8%
Technology9.9%
ETF3.7%
Consumer2.4%
Financial1.8%
Healthcare1.1%
Industrial0.4%
Communication0.3%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW5 new positions
↑34 increased
↓54 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023