Aletheian Wealth Advisors LLC
Top Portfolio Positions
50 positions ·
$33,150,096 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
15,368 | $3,900,244 | 11.77% | |
| NVDA |
Nvidia Corp
Technology
|
21,626 | $3,771,574 | 11.38% | |
| MSFT |
Microsoft Corp
Technology
|
7,831 | $2,898,801 | 8.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,707 | $1,813,406 | 5.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,860 | $1,685,101 | 5.08% | |
| AVGO |
Broadcom Inc.
Technology
|
4,690 | $1,451,601 | 4.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,900 | $1,087,047 | 3.28% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,791 | $1,037,554 | 3.13% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
5,694 | $994,229 | 3.00% | |
| LLY |
ELI LILLY & Co
Healthcare
|
930 | $855,386 | 2.58% |
Portfolio Trend
17 quarters · across all stocks
Holdings in NAK
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,480 | 168,200 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $201,840 | 168,200 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $146,328 | 109,200 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $101,970 | 88,670 | Shares | Sole | 2025-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||