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Aletheian Wealth Advisors LLC → AAPL

Aletheian Wealth Advisors LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.5M
Q1 2026$3.9M
Q2 2026$5M
Q3 2026$5.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M17.2K——
Q2 2026$5M17.1K——
Q1 2026$3.9M15.4K——
Q3 2025$4.5M17.8K——

Other funds holding AAPL

Other Aletheian Wealth Advisors LLC positions

ETHA

ISHARES TR

$29.3M
VGES

VANGUARD BD INDEX FDS

$28.1M
ETHA

ISHARES TR

$27.2M
ETHA

ISHARES TR

$26.1M
VGES

VANGUARD BD INDEX FDS

$26.1M
VGES

VANGUARD TAX-MANAGED FDS

$25.4M
VGES

VANGUARD BD INDEX FDS

$25M
VGES

VANGUARD TAX-MANAGED FDS

$24.6M