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Portfolio (Quarterly) Guide ↗

Aletheian Wealth Advisors LLC

· CIK 0001922281
13F Portfolio $234M AUM 109 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 69 Added 13 Reduced 2 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 2,476.0 $629K 0.27% +377.0 +18.0% $253.97 +8.4%
42 AMAT APPLIED MATLS INC Technology 821.0 $594K 0.25% +76.0 +10.2% $723.00 -37.1%
43 WMT WALMART INC Consumer Defensive 5,076.0 $575K 0.25% +571.0 +12.7% $113.26 -5.4%
44 V VISA INC Financial Services 1,674.0 $574K 0.24% +187.0 +12.6% $343.09 +9.3%
45 JMST J P MORGAN EXCHANGE TRADED F 10,900.0 $556K 0.24% +168.0 +1.6% $51.00 -0.3%
46 KLAC KLA CORP Technology 1,786.0 $539K 0.23% +2K +944.4% $301.71 -38.5%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 521.0 $487K 0.21% +38.0 +7.9% $935.47 -2.1%
48 ABBV ABBVIE INC Healthcare 1,922.0 $484K 0.21% +212.0 +12.4% $251.67 +1.9%
49 MA MASTERCARD INCORPORATED Financial Services 900.0 $462K 0.20% +77.0 +9.4% $513.60 +12.8%
50 CSCO CISCO SYS INC Technology 3,728.0 $438K 0.19% +461.0 +14.1% $117.46 -7.0%
51 KO COCA COLA CO Consumer Defensive 5,148.0 $418K 0.18% +1K +26.9% $81.27 +8.4%
52 ASML ASML HLDG NV Technology 202.0 $402K 0.17% +45.0 +28.7% $1989.44 -13.8%
53 PG PROCTER & GAMBLE CO Consumer Defensive 2,676.0 $392K 0.17% +1K +65.2% $146.64 -0.1%
54 PM PHILIP MORRIS INTL INC Consumer Defensive 1,974.0 $357K 0.15% +498.0 +33.7% $180.91 +0.9%
55 CVX CHEVRON CORPORATION Energy 2,138.0 $354K 0.15% +123.0 +6.1% $165.77 +25.8%
56 RTX RTX CORPORATION Industrials 1,868.0 $354K 0.15% +80.0 +4.5% $189.73 +5.8%
57 APH AMPHENOL CORP Technology 1,855.0 $327K 0.14% +252.0 +15.7% $176.32 -53.1%
58 MRK MERCK & CO INC Healthcare 2,428.0 $312K 0.13% +436.0 +21.9% $128.50 +17.0%
59 GS GOLDMAN SACHS GROUP INC Financial Services 307.0 $310K 0.13% +36.0 +13.3% $1011.37 +2.7%
60 BAC BANK OF AMER CORP Financial Services 5,422.0 $309K 0.13% +542.0 +11.1% $56.98 +10.0%
Page 3 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.0%
Financial Services 9.7%
Consumer Cyclical 8.7%
Communication Services 8.6%
Healthcare 6.7%
Consumer Defensive 5.1%
Industrials 3.4%
Energy 2.9%
Basic Materials 1.4%
Utilities 0.6%