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Portfolio (Quarterly) Guide ↗

Aletheian Wealth Advisors LLC

· CIK 0001922281
13F Portfolio $205M AUM 97 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 6 New 23 Added 63 Reduced 10 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 483.0 $481K 0.23% -52.0 -9.7% $996.43 +3.2%
42 CAT CATERPILLAR INC Industrials 636.0 $451K 0.22% -63.0 -9.0% $708.46 +24.2%
43 V VISA INC Financial Services 1,487.0 $449K 0.22% -251.0 -14.4% $302.24 +8.8%
44 MA MASTERCARD INCORPORATED Financial Services 823.0 $411K 0.20% -125.0 -13.2% $499.66 -0.2%
45 ABBV ABBVIE INC Healthcare 1,710.0 $372K 0.18% -134.0 -7.3% $217.52 -0.8%
46 HD HOME DEPOT INC Consumer Cyclical 989.0 $325K 0.16% -152.0 -13.3% $328.89 -4.8%
47 LRCX LAM RESEARCH CORP Technology 1,493.0 $319K 0.15% -174.0 -10.4% $213.66 +42.9%
48 KO COCA COLA CO Consumer Defensive 4,056.0 $308K 0.15% -842.0 -17.2% $76.05 +7.1%
49 PLTR PALANTIR TECHNOLOGIES INC Technology 2,021.0 $296K 0.14% -324.0 -13.8% $146.28 -6.4%
50 VO VANGUARD INDEX FDS 1,028.0 $295K 0.14% -338.0 -24.7% $287.11 -72.8%
51 AMD ADVANCED MICRO DEVICES INC Technology 1,249.0 $254K 0.12% -76.0 -5.7% $203.43 +129.8%
52 CSCO CISCO SYS INC Technology 3,267.0 $253K 0.12% -370.0 -10.2% $77.59 +55.2%
53 LIN LINDE PLC Basic Materials 508.0 $252K 0.12% -105.0 -17.1% $495.76 +4.4%
54 PM PHILIP MORRIS INTL INC Consumer Defensive 1,476.0 $244K 0.12% -204.0 -12.1% $165.34 +14.3%
55 MRK MERCK & CO INC Healthcare 1,992.0 $240K 0.12% -409.0 -17.0% $120.29 +1.8%
56 BAC BANK AMERICA CORP Financial Services 4,880.0 $238K 0.12% -743.0 -13.2% $48.75 +6.3%
57 PG PROCTER & GAMBLE CO Consumer Defensive 1,620.0 $234K 0.11% -1K -41.4% $144.44 -0.0%
58 BX BLACKSTONE INC Financial Services 1,998.0 $230K 0.11% -101.0 -4.8% $114.99 +3.1%
59 GS GOLDMAN SACHS GROUP INC Financial Services 271.0 $229K 0.11% -32.0 -10.6% $845.99 +17.8%
60 ORCL ORACLE CORP Technology 1,543.0 $227K 0.11% -178.0 -10.3% $147.11 +30.6%
Page 3 of 4  ·  63 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 45.2%
Communication Services 13.3%
Financial Services 10.6%
Consumer Cyclical 10.1%
Healthcare 5.9%
Consumer Defensive 5.4%
Energy 4.8%
Industrials 3.3%
Basic Materials 1.4%