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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MCD	MCDONALDS CORP	Consumer Cyclical	729	$227K	0.11%	SOLD
2	COP	CONOCOPHILLIPS	Energy	1,645	$217K	0.11%	SOLD

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%