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Livermore
Livermore
ZHEN

Aletheian Wealth Advisors LLC

SEC CIK
0001922281
Latest filing
Jul 8, 2026

The latest 13F from Aletheian Wealth Advisors LLC covers Q2 2026 (filed Jul 8, 2026): 109 long positions worth $234.2M. The top 10 holdings make up 56.5% of the portfolio, and the largest is iShares Tr at 11.6%. Livermore has 18 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
14
Est. +$3.24M
Added
68
Est. +$11.3M
Reduced
19
Est. −$1.27M
Sold out
2
Est. −$443.7K

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr464287150
    11.6%$27.2M
  2. Vanguard Total Bond Market ETF921937835
    11.1%$26.1M
  3. Vanguard Ftse Developed Markets ETF921943858
    10.5%$24.6M
  4. Vanguard Total International Bond ETF92203J407
    4.3%$10.0M
  5. Vanguard Ftse Emerging Markets ETF922042858
    4.2%$9.79M

Share of portfolio

Top 5 holdings and the other 104 positions, by share of portfolio value

  1. iShares Tr11.6%
  2. Vanguard Total Bond Market ETF11.1%
  3. Vanguard Ftse Developed Markets ETF10.5%
  4. Vanguard Total International Bond ETF4.3%
  5. Vanguard Ftse Emerging Markets ETF4.2%
  6. Other 104 positions58.3%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Ftse Developed Markets ETF921943858
    +$1.45MAdded
  2. Vanguard Total Bond Market ETF921937835
    +$1.13MAdded
  3. Invesco Exchange Traded FD T46137V118
    +$822.9KAdded
  4. iShares Tr464287150
    +$718.8KAdded
  5. Vanguard Real Estate ETF922908553
    +$707.9KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr464287150
    +0.42 pp11.2% → 11.6%
  2. Vanguard Ftse Developed Markets ETF921943858
    +0.36 pp10.2% → 10.5%
  3. NVDANVIDIA Corp
    +0.23 pp1.8% → 2.1%History
  4. AAPLApple Inc.
    +0.21 pp1.9% → 2.1%History
  5. AMDAdvanced Micro Devices Inc
    +0.20 pp0.1% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. COINCoinbase Global, Inc.
    −$424.0KReducedHistory
  2. Vanguard Star FDS921909768
    −$234.7KReduced
  3. MCDMcDonalds Corp
    −$226.6KSold outHistory
  4. COPConocoPhillips
    −$217.1KSold outHistory
  5. iShares Core U.S. Aggregate Bond ETF464287226
    −$132.5KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. COINCoinbase Global, Inc.
    −0.31 pp0.5% → 0.2%History
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −0.23 pp1.4% → 1.2%
  3. Invesco Actvely MNGD Etc FD46090F100
    −0.22 pp1.1% → 0.9%
  4. Vanguard Ftse Emerging Markets ETF922042858
    −0.19 pp4.4% → 4.2%
  5. iShares Core MSCI Eafe ETF46432F842
    −0.13 pp1.6% → 1.5%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$234.2M
+$29.0M (+14.1%) vs. prior quarter
Positions
109
+12 vs. prior quarter
Top 10 concentration
56.5%
Top 10 as share of value
Turnover
0.8%
Q2 2026, one quarter
Average holding period
2.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

18 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $234.2M (Q2 2026)

Q4 2021: $102.0MQ1 2022: $105.3MQ2 2022: $98.5MQ3 2022: $88.1MQ4 2022: $115.9MQ1 2023: $113.2MQ2 2023: $146.0MQ3 2023: $130.4MQ4 2023: $151.1MQ1 2024: $184.3MQ2 2024: $189.8MQ3 2024: $171.2MQ4 2024: $169.1MQ1 2025: $177.9MQ2 2025: $203.3MQ3 2025: $215.2MQ1 2026: $205.2MQ2 2026: $234.2M
Q4 2021Q2 2026
13F filings of Aletheian Wealth Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 8, 2026109$234.2MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2026SEC
Q1 2026Apr 9, 202697$205.2MVanguard Total Bond Market ETFiShares TrVanguard Ftse Developed Markets ETF–SEC
Q3 2025Nov 12, 2025101$215.2MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q2 2025SEC
Q2 2025Jul 7, 2025100$203.3MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025Apr 8, 202595$177.9MVanguard Total Bond Market ETFiShares TrVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Feb 14, 202577$169.1MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q3 2024SEC
Q3 2024Oct 25, 202482$171.2MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Jul 26, 202486$189.8MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2024SEC
Q1 2024Apr 15, 202483$184.3MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q4 2023SEC
Q4 2023Jan 5, 202476$151.1MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q3 2023SEC
Q3 2023Oct 5, 202375$130.4MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q2 2023SEC
Q2 2023Jul 13, 202379$146.0MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2023SEC
Q1 2023May 11, 202363$113.2MiShares TrVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Jan 17, 202382$115.9MVanguard Total Bond Market ETFiShares TrVanguard Ftse Developed Markets ETFvs. Q3 2022SEC
Q3 2022Oct 14, 202251$88.1MVanguard Total Bond Market ETFiShares TrVanguard Ftse Developed Markets ETFvs. Q2 2022SEC
Q2 2022Jul 11, 202256$98.5MVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFiShares Trvs. Q1 2022SEC
Q1 2022Apr 18, 202254$105.3MVanguard Total Bond Market ETFiShares TrVanguard Ftse Developed Markets ETFvs. Q4 2021SEC
Q4 2021Apr 12, 202248$102.0MVanguard Ftse Developed Markets ETFiShares TriShares Core S&P 500 ETF–SEC