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Aletheian Wealth Advisors LLC
hedge fundUpdated 28 days agoManaged by Aletheian Wealth Advisors Llc • Latest filing Q3 2026
Portfolio value
$249.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $215.2M |
| Q1 2026 | $205.2M |
| Q2 2026 | $234.2M |
| Q3 2026 | $249.1M |
Top holdings
113 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $29.3M | 176.1K | 11.76% | Added(+6.3%) | |
| 2 | $28.1M | 400.9K | 11.29% | Added(+12.8%) | |
| 3 | $25.4M | 360.3K | 10.21% | Added(+4.2%) | |
| 4 | $10.1M | 170.1K | 4.05% | Added(+3.7%) | |
| 5 | $10M | 213.1K | 4.01% | Added(+3.0%) | |
| 6 | ? N/A INVESCO EXCHANGE TRADED FD T | $8.6M | 152.4K | 3.45% | Added(+4.2%) |
| 7 | $8.3M | 10.8K | 3.32% | Trimmed(-1.3%) | |
| 8 | $7.2M | 71.2K | 2.89% | Added(+21.7%) | |
| 9 | $6.8M | 76.4K | 2.75% | Added(+5.9%) | |
| 10 | $5.9M | 119.3K | 2.36% | Added(+20.8%) | |
| 11 | $5.9M | 25.7K | 2.36% | Added(+5.9%) | |
| 12 | $5.7M | 17.2K | 2.31% | Added(+0.7%) | |
| 13 | $5.2M | 33.3K | 2.08% | Added(+2.4%) | |
| 14 | $4.6M | 8.9K | 1.84% | Added(+0.8%) | |
| 15 | $3.7M | 38.7K | 1.50% | Added(+6.4%) | |
| 16 | $3.6M | 123.6K | 1.46% | Added(+10.6%) | |
| 17 | $3.6M | 35.6K | 1.45% | Added(+7.0%) | |
| 18 | $3.4M | 43.8K | 1.35% | Added(+12.1%) | |
| 19 | $3.2M | 74.6K | 1.27% | Added(+8.8%) | |
| 20 | $2.6M | 104.5K | 1.05% | Added(+15.8%) |