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 reveals that the firm holds positions in 113 different companies.
The portfolio is heavily weighted toward technology and semiconductor stocks. Aletheian holds the largest position in 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 Broadcom Inc. with 1,969,474 shares. The firm also holds significant stakes in Taiwan Semiconductor Manufacturing Company, Meta Platforms Inc., and Amazon.com Inc.
In addition to individual equities, the filing shows substantial allocations to exchange-traded funds (ETFs). The top ETF holdings include the Vanguard Total Bond Market ETF, the iShares Core S&P 500 ETF, and the Vanguard Total International Stock ETF. The filing also lists positions in various sector-specific ETFs, such as the Global X Uranum ETF and the Invesco Active Exchange Traded Fund Trust Optimum Yield.
The filing identifies Randy T. Siegel as the Chief Compliance Officer and the authorized signatory for the report.
