Aletheian Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 113 distinct positions held by the firm.
The largest position in the portfolio is NVIDIA Corporation, with 5,866,625 shares. Other major holdings include Apple Inc. with 5,742,264 shares, Microsoft Corporation with 4,583,817 shares, and Taiwan Semiconductor Manufacturing Company with 1,015,023 shares.
The filing also reveals significant positions in large-cap exchange-traded funds (ETFs). The Invesco Active Managed Etc Fd Optimum Yield holds 1,295,78 shares, while the iShares Core S&P 500 ETF holds 8,260,038 shares. The Vanguard Total Bond Market ETF is listed with 28,125,736 shares.
Notable individual stock positions include Amazon.com Inc. with 2,574,965 shares, Meta Platforms Inc. with 1,744,058 shares, and Eli Lilly & Co. with 1,202,206 shares. The filing indicates that all positions are held as sole voting power.
