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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 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 900.0 $1.0M 0.44% -42.0 -4.5% $1154.29 -11.9%
42 JPM JPMORGAN CHASE & CO Financial Services 2,960.0 $969K 0.41% +235.0 +8.6% $327.33 +9.6%
43 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,903.0 $909K 0.39% +466.0 +32.4% $477.57 -10.2%
44 SUB ISHARES TR 8,308.0 $885K 0.38% +214.0 +2.6% $106.47 -0.5%
45 SCHH SCHWAB STRATEGIC TR 36,760.0 $870K 0.37% $23.68 -1.0%
46 BERKSHIRE HATHAWAY INC DEL 1,729.0 $865K 0.37% +219.0 +14.5% $500.39
47 SCHZ SCHWAB STRATEGIC TR 36,183.0 $837K 0.36% $23.13 -2.0%
48 ICVT ISHARES TR 6,629.0 $807K 0.34% -68.0 -1.0% $121.74 -5.7%
49 AMD ADVANCED MICRO DEVICES INC Technology 1,316.0 $764K 0.33% +67.0 +5.4% $580.91 -17.8%
50 SPDW SPDR INDEX SHS FDS 14,525.0 $732K 0.31% -381.0 -2.6% $50.39 +3.8%
51 CAT CATERPILLAR INC Industrials 678.0 $722K 0.31% +42.0 +6.6% $1064.90 -23.6%
52 LRCX LAM RESEARCH CORP Technology 1,596.0 $692K 0.29% +103.0 +6.9% $433.33 -29.0%
53 RWX SPDR INDEX SHS FDS 25,546.0 $690K 0.29% $27.01 +1.9%
54 PGX INVESCO EXCH TRADED FD TR II 62,759.0 $680K 0.29% +9K +16.0% $10.84 -3.2%
55 SCHB SCHWAB STRATEGIC TR 22,072.0 $639K 0.27% -3K -12.1% $28.96 +2.7%
56 XOM EXXON MOBIL CORP Energy 4,636.0 $634K 0.27% +349.0 +8.1% $136.73 +16.6%
57 JNJ JOHNSON & JOHNSON Healthcare 2,476.0 $629K 0.27% +377.0 +18.0% $253.97 +8.4%
58 VV VANGUARD INDEX FDS 1,771.0 $609K 0.26% $343.91 +3.2%
59 AMAT APPLIED MATLS INC Technology 821.0 $594K 0.25% +76.0 +10.2% $723.00 -37.1%
60 WMT WALMART INC Consumer Defensive 5,076.0 $575K 0.25% +571.0 +12.7% $113.26 -5.4%
Page 3 of 6  ·  109 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%