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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 1,674.0 $574K 0.24% +187.0 +12.6% $343.09 +9.3%
62 JMST J P MORGAN EXCHANGE TRADED F 10,900.0 $556K 0.24% +168.0 +1.6% $51.00 -0.3%
63 KLAC KLA CORP Technology 1,786.0 $539K 0.23% +2K +944.4% $301.71 -38.5%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 521.0 $487K 0.21% +38.0 +7.9% $935.47 -2.1%
65 ABBV ABBVIE INC Healthcare 1,922.0 $484K 0.21% +212.0 +12.4% $251.67 +1.9%
66 MA MASTERCARD INCORPORATED Financial Services 900.0 $462K 0.20% +77.0 +9.4% $513.60 +12.8%
67 SRLN SSGA ACTIVE ETF TR 11,004.0 $443K 0.19% $40.29 +0.7%
68 CSCO CISCO SYS INC Technology 3,728.0 $438K 0.19% +461.0 +14.1% $117.46 -7.0%
69 GE GE AEROSPACE Industrials 1,129.0 $422K 0.18% $373.73 -9.8%
70 KO COCA COLA CO Consumer Defensive 5,148.0 $418K 0.18% +1K +26.9% $81.27 +8.4%
71 INTC INTEL CORP Technology 2,969.0 $415K 0.18% NEW $139.63 -31.4%
72 COIN COINBASE GLOBAL INC Financial Services 2,794.0 $408K 0.17% -3K -50.9% $146.19 +26.3%
73 ASML ASML HLDG NV Technology 202.0 $402K 0.17% +45.0 +28.7% $1989.44 -13.8%
74 PG PROCTER & GAMBLE CO Consumer Defensive 2,676.0 $392K 0.17% +1K +65.2% $146.64 -0.1%
75 PM PHILIP MORRIS INTL INC Consumer Defensive 1,974.0 $357K 0.15% +498.0 +33.7% $180.91 +0.9%
76 CVX CHEVRON CORPORATION Energy 2,138.0 $354K 0.15% +123.0 +6.1% $165.77 +25.8%
77 RTX RTX CORPORATION Industrials 1,868.0 $354K 0.15% +80.0 +4.5% $189.73 +5.8%
78 HD HOME DEPOT INC Consumer Cyclical 978.0 $345K 0.15% -11.0 -1.1% $352.68 -9.0%
79 TIP ISHARES TR 3,098.0 $339K 0.14% $109.42 -2.2%
80 APH AMPHENOL CORP Technology 1,855.0 $327K 0.14% +252.0 +15.7% $176.32 -53.1%
Page 4 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%