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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 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 168,200.0 $323K 0.14% $1.92 -23.4%
82 VXUS VANGUARD STAR FDS 3,730.0 $319K 0.14% -3K -42.4% $85.49 +3.4%
83 MRK MERCK & CO INC Healthcare 2,428.0 $312K 0.13% +436.0 +21.9% $128.50 +17.0%
84 GS GOLDMAN SACHS GROUP INC Financial Services 307.0 $310K 0.13% +36.0 +13.3% $1011.37 +2.7%
85 BAC BANK OF AMER CORP Financial Services 5,422.0 $309K 0.13% +542.0 +11.1% $56.98 +10.0%
86 VB VANGUARD INDEX FDS 1,010.0 $306K 0.13% $303.12 -1.0%
87 MS MORGAN STANLEY Financial Services 1,416.0 $296K 0.13% NEW $209.04 +4.1%
88 LIN LINDE PLC Basic Materials 554.0 $287K 0.12% +46.0 +9.1% $518.94 -8.0%
89 UNH UNITEDHEALTH GROUP INC Healthcare 686.0 $285K 0.12% NEW $415.74 -4.5%
90 WMB WILLIAMS COS INC Energy 3,830.0 $285K 0.12% +140.0 +3.8% $74.34 -0.3%
91 ADI ANALOG DEVICES INC Technology 712.0 $283K 0.12% +73.0 +11.4% $397.17 -8.8%
92 GEV GE VERNOVA INC Utilities 238.0 $280K 0.12% NEW $1174.86 -19.8%
93 ORCL ORACLE CORP Technology 1,899.0 $278K 0.12% +356.0 +23.1% $146.55 +8.4%
94 VO VANGUARD INDEX FDS 3,448.0 $278K 0.12% +2K +235.4% $80.56 +2.1%
95 NFLX NETFLIX INC. Communication Services 3,848.0 $275K 0.12% +330.0 +9.4% $71.40 +9.6%
96 PLTR PALANTIR TECHNOLOGIES INC Technology 2,320.0 $271K 0.12% +299.0 +14.8% $116.67 +49.4%
97 USRT ISHARES TR 4,047.0 $269K 0.12% $66.45 -1.7%
98 WFC WELLS FARGO & CO Financial Services 3,184.0 $263K 0.11% +374.0 +13.3% $82.64 +8.9%
99 PANW PALO ALTO NETWORKS INC Technology 769.0 $262K 0.11% NEW $341.02 -2.3%
100 BX BLACKSTONE INC Financial Services 2,098.0 $247K 0.10% +100.0 +5.0% $117.67 +15.7%
Page 5 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%