Aletheian Wealth Advisors LLC
Filing Date
Global Rank
#7,076
/ 8,517
▼ 222
Top Industry
Semiconductors
22.8%
3Y Alpha vs SPY
+27.3%
Period ended 46 days ago
Filed Jul 9, 2026 · 37d
18 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+224.5%
SPY
+75.3%
Annualised alpha
+27.5%
Max drawdown
−16.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
61 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.0%
−20.7 pts
Top 5
39.3%
−23.7 pts
Top 10
54.1%
−21.4 pts
HHI
441
Diversified−932
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.0% | $23,362,708 |
| Financial Services | 11.4% | $5,133,118 |
| Consumer Cyclical | 8.5% | $3,825,526 |
| Communication Services | 8.4% | $3,770,614 |
| Healthcare | 6.5% | $2,934,219 |
| Consumer Defensive | 5.0% | $2,230,187 |
| Industrials | 4.0% | $1,777,974 |
| Energy | 2.8% | $1,272,949 |
| Basic Materials | 1.4% | $610,436 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +2,626 | 24,252 | $4,852,582 | |
| AAPL | Apple Inc. | +1,751 | 17,119 | $4,953,553 | |
| KLAC | Kla Corp | +1,615 | 1,786 | $538,854 | |
| KO | Coca Cola Co | +1,092 | 5,148 | $418,377 | |
| PG | PROCTER & GAMBLE Co | +1,056 | 2,676 | $392,408 | |
| MSFT | Microsoft Corp | +1,039 | 8,870 | $3,308,687 | |
| AMZN | Amazon Com Inc | +673 | 9,380 | $2,235,629 | |
| WMT | Walmart Inc. | +571 | 5,076 | $574,907 | |
| BAC | Bank Of America Corp /De/ | +542 | 5,422 | $308,945 | |
| AVGO | Broadcom Inc. | +510 | 5,200 | $1,964,300 | |
| PM | Philip Morris International Inc. | +498 | 1,974 | $357,116 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +466 | 1,903 | $908,815 | |
| CSCO | Cisco Systems, Inc. | +461 | 3,728 | $437,890 | |
| MRK | Merck & Co., Inc. | +436 | 2,428 | $311,998 | |
| JNJ | Johnson & Johnson | +377 | 2,476 | $628,829 | |
| WFC | Wells Fargo & Company/Mn | +374 | 3,184 | $263,125 | |
| ORCL | Oracle Corp | +356 | 1,899 | $278,298 | |
| XOM | ExxonMobil Holdings Corp | +349 | 4,636 | $633,833 | |
| NFLX | Netflix Inc | +330 | 3,848 | $274,747 | |
| PLTR | Palantir Technologies Inc. | +299 | 2,320 | $270,674 | |
| APH | Amphenol Corp /De/ | +252 | 1,855 | $327,073 | |
| JPM | Jpmorgan Chase & Co | +235 | 2,960 | $968,896 | |
| META | Meta Platforms, Inc. | +235 | 2,135 | $1,202,624 | |
| BRK-B | Berkshire Hathaway Inc | +219 | 1,729 | $865,174 | |
| ABBV | AbbVie Inc. | +212 | 1,922 | $483,652 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 2,969 | $414,561 | |
| MS | Morgan Stanley | 1,416 | $296,000 | |
| UNH | Unitedhealth Group Inc | 686 | $285,122 | |
| GEV | GE Vernova Inc. | 238 | $279,616 | |
| PANW | Palo Alto Networks Inc | 769 | $262,244 | |
| IBM | International Business Machines Corp | 792 | $222,718 | |
| WDC | Western Digital Corp | 342 | $218,442 | |
| GLW | Corning Inc /Ny | 847 | $216,349 | |
| C | Citigroup Inc | 1,526 | $213,578 | |
| COHR | Coherent Corp. | 534 | $210,646 | |
| ANET | Arista Networks, Inc. | 1,200 | $203,856 | |
| SAN | Banco Santander, S.A. | 10,463 | $144,389 | |
| LYG | Lloyds Banking Group plc | 12,114 | $70,624 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 325,489 | $20,857,335 | |
| BNDX | Vanguard Total International Bond ETF | 205,265 | $9,862,983 | |
| VXUS | Vanguard Total International Stock ETF | 6,475 | $499,287 | |
| VB | Vanguard Morningstar Small-Cap ETF | 1,014 | $265,586 | |
| MCD | Mcdonalds Corp | 729 | $226,565 | |
| COP | Conocophillips | 1,645 | $217,140 | |
| No positions match the current search. | ||||
61 tracked positions ·
$44,917,731 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 61 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 17,119 | $4,953,553 | 11.03% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 24,252 | $4,852,582 | 10.80% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,870 | $3,308,687 | 7.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,417 | $2,293,243 | 5.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,380 | $2,235,629 | 4.98% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,200 | $1,964,300 | 4.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,960 | $1,244,976 | 2.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,021 | $1,224,618 | 2.73% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,135 | $1,202,624 | 2.68% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 900 | $1,038,861 | 2.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,960 | $968,896 | 2.16% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,903 | $908,815 | 2.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,729 | $865,174 | 1.93% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,316 | $764,477 | 1.70% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 678 | $722,002 | 1.61% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,596 | $691,594 | 1.54% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 4,636 | $633,833 | 1.41% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,476 | $628,829 | 1.40% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 821 | $593,583 | 1.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,076 | $574,907 | 1.28% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,674 | $574,332 | 1.28% | |
| KLAC |
Kla Corp
Technology
|
Added | 1,786 | $538,854 | 1.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 521 | $487,379 | 1.09% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,922 | $483,652 | 1.08% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 900 | $462,240 | 1.03% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,728 | $437,890 | 0.97% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,129 | $421,941 | 0.94% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 5,148 | $418,377 | 0.93% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,969 | $414,561 | 0.92% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Reduced | 2,794 | $408,454 | 0.91% | |
| ASML |
Asml Holding NV
Technology
|
Added | 202 | $401,866 | 0.89% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,676 | $392,408 | 0.87% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,974 | $357,116 | 0.80% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,868 | $354,415 | 0.79% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,138 | $354,394 | 0.79% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 978 | $344,921 | 0.77% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 1,855 | $327,073 | 0.73% | |
| NAK |
Northern Dynasty Minerals Ltd
Basic Materials
|
Held | 168,200 | $322,944 | 0.72% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 2,428 | $311,998 | 0.69% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 307 | $310,490 | 0.69% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 5,422 | $308,945 | 0.69% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 1,416 | $296,000 | 0.66% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 554 | $287,492 | 0.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 686 | $285,122 | 0.63% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 3,830 | $284,722 | 0.63% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 712 | $282,785 | 0.63% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 238 | $279,616 | 0.62% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,899 | $278,298 | 0.62% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,848 | $274,747 | 0.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,320 | $270,674 | 0.60% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.